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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
Q2 		$2.19M Sell
8,614
-600
-7% -$140K 0.11% 60
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Oxford Financial Group's JNJ Position: Q2 2026 in Review

Oxford Financial Group reduced its Johnson & Johnson (JNJ) stake by 6.5% in Q2 2026, selling an estimated $140K and leaving 8,614 shares worth $2.19M. The position accounts for 0.11% of the portfolio, ranked #60.

Oxford Financial Group first reported a position in JNJ in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.25M in Q1 2026. 4,688 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Oxford Financial Group held 8,614 shares of Johnson & Johnson worth $2.19M as of Q2 2026.
  • Oxford Financial Group sold 600 Johnson & Johnson shares in Q2 2026, an estimated $140K.
  • Johnson & Johnson made up 0.11% of Oxford Financial Group's portfolio in Q2 2026, its #60 holding.
  • Oxford Financial Group first reported a position in Johnson & Johnson in Q1 2020 and has held it in 26 quarters since.
  • Oxford Financial Group's Johnson & Johnson position peaked at $2.25M in Q1 2026.
  • 4,688 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.