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Phoenix Wealth Advisors’s Johnson & Johnson JNJ Stock Holding History

Phoenix Wealth Advisors’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 		$4.34M Buy
17,090
+338
+2% +$78.8K 1.46% 19
2026
Q1 		$4.09M Sell
16,752
-662
-4% -$154K 1.62% 18
2025
Q4 		$3.6M Sell
17,414
-2,049
-11% -$405K 1.39% 19
2025
Q3 		$3.61M Sell
19,463
-387
-2% -$66.3K 1.39% 19
2025
Q2 		$3.03M Sell
19,850
-186
-0.9% -$28.6K 1.27% 20
2025
Q1 		$3.32M Sell
20,036
-536
-3% -$83.9K 1.45% 18
2024
Q4 		$2.98M Sell
20,572
-970
-5% -$150K 1.29% 22
2024
Q3 		$3.49M Sell
21,542
-578
-3% -$92.1K 1.62% 14
2024
Q2 		$3.23M Buy
22,120
+862
+4% +$128K 1.62% 17
2024
Q1 		$3.36M Buy
21,258
+288
+1% +$45.8K 2.05% 14
2023
Q4 		$3.35M Sell
20,970
-62
-0.3% -$9.51K 2.34% 10
2023
Q3 		$3.28M Buy
21,032
+373
+2% +$61.5K 1.92% 10
2023
Q2 		$3.42M Sell
20,659
-129
-0.6% -$20.8K 1.99% 8
2023
Q1 		$3.22M Buy
20,788
+793
+4% +$128K 1.99% 9
2022
Q4 		$3.53M Buy
19,995
+252
+1% +$43.5K 2.12% 6
2022
Q3 		$3.23M Sell
19,743
-131
-0.7% -$22.2K 3.23% 3
2022
Q2 		$3.53M Buy
19,874
+404
+2% +$72K 3.48% 3
2022
Q1 		$3.55M Buy
19,470
+758
+4% +$129K 3.67% 3
2021
Q4 		$3.2M Buy
18,712
+1,175
+7% +$192K 2.42% 11
2021
Q3 		$2.83M Buy
17,537
+158
+0.9% +$27K 2.11% 15
2021
Q2 		$2.92M Buy
17,379
+737
+4% +$122K 2.11% 10
2021
Q1 		$2.71M Buy
16,642
+776
+5% +$126K 2.11% 12
2020
Q4 		$2.5M Buy
+15,866
New +$2.34M 1.9% 14

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

Phoenix Wealth Advisors's JNJ Position: Q2 2026 in Review

Phoenix Wealth Advisors increased its Johnson & Johnson (JNJ) stake by 2% in Q2 2026, buying an estimated $78.8K and bringing the position to 17,090 shares worth $4.34M. The position accounts for 1.46% of the portfolio, ranked #19.

Phoenix Wealth Advisors first reported a position in JNJ in Q4 2020 and has held it in 23 quarters since. 4,677 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Phoenix Wealth Advisors held 17,090 shares of Johnson & Johnson worth $4.34M as of Q2 2026.
  • Phoenix Wealth Advisors bought 338 Johnson & Johnson shares in Q2 2026, an estimated $78.8K.
  • Johnson & Johnson made up 1.46% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #19 holding.
  • Phoenix Wealth Advisors first reported a position in Johnson & Johnson in Q4 2020 and has held it in 23 quarters since.
  • 4,677 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.