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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
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
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

Peak Financial Management's JNJ Position: Q1 2026 in Review

Peak Financial Management reduced its Johnson & Johnson (JNJ) stake by 3.7% in Q1 2026, selling an estimated $10.2K and leaving 1,135 shares worth $277K. The position accounts for 0.07% of the portfolio, ranked #74.

Peak Financial Management first reported a position in JNJ in Q1 2021 and has held it in 17 quarters since. The position peaked at $300K in Q1 2022. 4,613 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

  • Peak Financial Management held 1,135 shares of Johnson & Johnson worth $277K as of Q1 2026.
  • Peak Financial Management sold 44 Johnson & Johnson shares in Q1 2026, an estimated $10.2K.
  • Johnson & Johnson made up 0.07% of Peak Financial Management's portfolio in Q1 2026, its #74 holding.
  • Peak Financial Management first reported a position in Johnson & Johnson in Q1 2021 and has held it in 17 quarters since.
  • Peak Financial Management's Johnson & Johnson position peaked at $300K in Q1 2022.
  • 4,613 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Peak Financial Management's 13F filing for Q1 2026, filed 28 Apr 2026.