Peak Financial Management’s Johnson & Johnson JNJ Stock Holding History

Peak Financial Management’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	$289K	Buy	1,136 +1	+0.1%	+$233	0.07%	88
2026 Q1	$277K	Sell	1,135 -44	-4%	-$10.2K	0.07%	74
2025 Q4	$244K	Hold	1,179	–	–	0.06%	89
2025 Q3	$219K	Buy	+1,179	New	+$202K	0.06%	95
2025 Q2	–	Sell	-1,271	Closed	-$211K	–	101
2025 Q1	$211K	Buy	+1,271	New	+$199K	0.06%	90
2024 Q4	–	Sell	-1,425	Closed	-$231K	–	101
2024 Q3	$231K	Buy	+1,425	New	+$227K	0.07%	89
2024 Q2	–	Sell	-1,286	Closed	-$203K	–	100
2024 Q1	$203K	Buy	+1,286	New	+$205K	0.06%	96
2023 Q4	–	Sell	-1,599	Closed	-$249K	–	86
2023 Q3	$249K	Sell	1,599 -46	-3%	-$7.59K	0.09%	63
2023 Q2	$272K	Buy	1,645 +1	+0.1%	+$161	0.1%	72
2023 Q1	$255K	Hold	1,644	–	–	0.09%	65
2022 Q4	$290K	Hold	1,644	–	–	0.11%	58
2022 Q3	$269K	Hold	1,644	–	–	0.11%	60
2022 Q2	$292K	Sell	1,644 -47	-3%	-$8.37K	0.11%	57
2022 Q1	$300K	Hold	1,691	–	–	0.1%	60
2021 Q4	$289K	Buy	1,691 +199	+13%	+$32.6K	0.09%	62
2021 Q3	$241K	Sell	1,492 -34	-2%	-$5.8K	0.08%	61
2021 Q2	$251K	Buy	1,526 +83	+6%	+$13.7K	0.09%	65
2021 Q1	$237K	Buy	+1,443	New	+$233K	0.09%	63

Other funds holding JNJ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Peak Financial Management's JNJ Position: Q2 2026 in Review

Peak Financial Management increased its Johnson & Johnson (JNJ) stake by 0.09% in Q2 2026, buying an estimated $233 and bringing the position to 1,136 shares worth $289K. The position accounts for 0.07% of the portfolio, ranked #88.

Peak Financial Management first reported a position in JNJ in Q1 2021 and has held it in 18 quarters since. The position peaked at $300K in Q1 2022. 4,677 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

Peak Financial Management held 1,136 shares of Johnson & Johnson worth $289K as of Q2 2026.
Peak Financial Management bought 1 Johnson & Johnson share in Q2 2026, an estimated $233.
Johnson & Johnson made up 0.07% of Peak Financial Management's portfolio in Q2 2026, its #88 holding.
Peak Financial Management first reported a position in Johnson & Johnson in Q1 2021 and has held it in 18 quarters since.
Peak Financial Management's Johnson & Johnson position peaked at $300K in Q1 2022.
4,677 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Peak Financial Management's 13F filing for Q2 2026, filed 20 Jul 2026.