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Oxford Financial Group’s Johnson & Johnson JNJ Stock Holding History

Oxford Financial Group’s Portfolio JNJ Stock Details JNJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.25M Buy
9,214
+71
+0.8% +$16.5K 0.12% 56
2025
Q4 		$1.89M Sell
9,143
-239
-3% -$47.3K 0.1% 62
2025
Q3 		$1.74M Buy
9,382
+350
+4% +$60K 0.1% 65
2025
Q2 		$1.38M Buy
9,032
+1,198
+15% +$184K 0.08% 66
2025
Q1 		$1.3M Sell
7,834
-1,840
-19% -$288K 0.09% 64
2024
Q4 		$1.4M Sell
9,674
-1,669
-15% -$259K 0.09% 68
2024
Q3 		$1.84M Sell
11,343
-1,897
-14% -$302K 0.12% 59
2024
Q2 		$1.94M Buy
13,240
+2,052
+18% +$305K 0.13% 62
2024
Q1 		$1.77M Sell
11,188
-2,992
-21% -$476K 0.12% 55
2023
Q4 		$2.22M Buy
14,180
+2,170
+18% +$333K 0.16% 47
2023
Q3 		$1.87M Sell
12,010
-191
-2% -$31.5K 0.16% 47
2023
Q2 		$2.02M Buy
12,201
+1,335
+12% +$215K 0.19% 45
2023
Q1 		$1.68M Buy
10,866
+650
+6% +$105K 0.19% 44
2022
Q4 		$1.8M Buy
10,216
+1,024
+11% +$177K 0.21% 44
2022
Q3 		$1.5M Sell
9,192
-1,173
-11% -$198K 0.23% 40
2022
Q2 		$1.84M Buy
10,365
+1,324
+15% +$236K 0.27% 38
2022
Q1 		$1.6M Buy
9,041
+273
+3% +$46.5K 0.2% 49
2021
Q4 		$1.5M Buy
8,768
+1,280
+17% +$210K 0.17% 55
2021
Q3 		$1.21M Buy
7,488
+10
+0.1% +$1.71K 0.15% 60
2021
Q2 		$1.23M Buy
7,478
+210
+3% +$34.8K 0.17% 61
2021
Q1 		$1.19M Sell
7,268
-242
-3% -$39.2K 0.17% 54
2020
Q4 		$1.18M Buy
7,510
+254
+4% +$37.5K 0.17% 51
2020
Q3 		$1.08M Sell
7,256
-341
-4% -$50.5K 0.17% 51
2020
Q2 		$1.07M Sell
7,597
-189
-2% -$27.5K 0.18% 52
2020
Q1 		$1.02M Buy
+7,786
New +$1.1M 0.2% 51

Other funds holding JNJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Oxford Financial Group's JNJ Position: Q1 2026 in Review

Oxford Financial Group increased its Johnson & Johnson (JNJ) stake by 0.78% in Q1 2026, buying an estimated $16.5K and bringing the position to 9,214 shares worth $2.25M. The position accounts for 0.12% of the portfolio, ranked #56.

Oxford Financial Group first reported a position in JNJ in Q1 2020 and has held it in 25 quarters since. 4,618 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

  • Oxford Financial Group held 9,214 shares of Johnson & Johnson worth $2.25M as of Q1 2026.
  • Oxford Financial Group bought 71 Johnson & Johnson shares in Q1 2026, an estimated $16.5K.
  • Johnson & Johnson made up 0.12% of Oxford Financial Group's portfolio in Q1 2026, its #56 holding.
  • Oxford Financial Group first reported a position in Johnson & Johnson in Q1 2020 and has held it in 25 quarters since.
  • 4,618 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.