Sage Financial Management Group’s Johnson & Johnson JNJ Stock Holding History

Sage Financial Management 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	$820K	Hold	3,227	–	–	0.23%	34
2026 Q1	$789K	Hold	3,227	–	–	0.24%	30
2025 Q4	$668K	Hold	3,227	–	–	0.2%	32
2025 Q3	$598K	Sell	3,227 -29	-0.9%	-$4.97K	0.19%	33
2025 Q2	$497K	Hold	3,256	–	–	0.17%	34
2025 Q1	$540K	Sell	3,256 -50	-2%	-$7.82K	0.2%	34
2024 Q4	$478K	Hold	3,306	–	–	0.18%	35
2024 Q3	$536K	Buy	+3,306	New	+$527K	0.21%	35
2024 Q2	–	Sell	-3,453	Closed	-$546K	–	30
2024 Q1	$546K	Buy	3,453 +519	+18%	+$82.6K	0.26%	34
2023 Q4	$460K	Buy	2,934 +708	+32%	+$109K	0.25%	34
2023 Q3	$347K	Buy	+2,226	New	+$367K	0.21%	36
2023 Q2	–	Sell	-2,635	Closed	-$408K	–	17
2023 Q1	$408K	Hold	2,635	–	–	0.33%	31
2022 Q4	$465K	Hold	2,635	–	–	0.32%	28
2022 Q3	$430K	Hold	2,635	–	–	0.38%	22
2022 Q2	$468K	Hold	2,635	–	–	0.33%	25
2022 Q1	$467K	Buy	2,635 +757	+40%	+$129K	0.32%	23
2021 Q4	$321K	Buy	+1,878	New	+$307K	0.21%	25
2021 Q3	–	Sell	-1,891	Closed	-$312K	–	17
2021 Q2	$312K	Hold	1,891	–	–	0.28%	20
2021 Q1	$311K	Hold	1,891	–	–	0.24%	23
2020 Q4	$298K	Buy	+1,891	New	+$279K	0.23%	22

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

Sage Financial Management Group's JNJ Position: Q2 2026 in Review

Sage Financial Management Group held its Johnson & Johnson (JNJ) position steady in Q2 2026 at 3,227 shares worth $820K. The position accounts for 0.23% of the portfolio, ranked #34.

Sage Financial Management Group first reported a position in JNJ in Q4 2020 and has held it in 20 quarters since. 4,677 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

Sage Financial Management Group held 3,227 shares of Johnson & Johnson worth $820K as of Q2 2026.
Sage Financial Management Group left its Johnson & Johnson share count unchanged in Q2 2026.
Johnson & Johnson made up 0.23% of Sage Financial Management Group's portfolio in Q2 2026, its #34 holding.
Sage Financial Management Group first reported a position in Johnson & Johnson in Q4 2020 and has held it in 20 quarters since.
4,677 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Sage Financial Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.