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

Safir 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	$243K	Hold	957	–	–	0.16%	14
2026 Q1	$234K	Buy	+957	New	+$223K	0.17%	17
2024 Q4	–	Sell	-1,357	Closed	-$220K	–	17
2024 Q3	$220K	Buy	+1,357	New	+$216K	0.17%	15
2024 Q2	–	Sell	-1,357	Closed	-$215K	–	16
2024 Q1	$215K	Hold	1,357	–	–	0.18%	14
2023 Q4	$213K	Hold	1,357	–	–	0.19%	14
2023 Q3	$211K	Hold	1,357	–	–	0.2%	14
2023 Q2	$225K	Hold	1,357	–	–	0.21%	14
2023 Q1	$210K	Hold	1,357	–	–	0.21%	13
2022 Q4	$240K	Hold	1,357	–	–	0.24%	12
2022 Q3	$222K	Hold	1,357	–	–	0.23%	12
2022 Q2	$241K	Hold	1,357	–	–	0.24%	12
2022 Q1	$241K	Buy	+1,357	New	+$231K	0.2%	12
2021 Q1	–	Sell	-638	Closed	-$100K	–	26
2020 Q4	$100K	Buy	+638	New	+$94.1K	0.09%	19

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

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

Safir Wealth Advisors held its Johnson & Johnson (JNJ) position steady in Q2 2026 at 957 shares worth $243K. The position accounts for 0.16% of the portfolio, ranked #14.

Safir Wealth Advisors first reported a position in JNJ in Q4 2020 and has held it in 13 quarters since. 4,655 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

Safir Wealth Advisors held 957 shares of Johnson & Johnson worth $243K as of Q2 2026.
Safir Wealth Advisors left its Johnson & Johnson share count unchanged in Q2 2026.
Johnson & Johnson made up 0.16% of Safir Wealth Advisors's portfolio in Q2 2026, its #14 holding.
Safir Wealth Advisors first reported a position in Johnson & Johnson in Q4 2020 and has held it in 13 quarters since.
4,655 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Safir Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.