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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sage Financial Management Group's JNJ Position: Q1 2026 in Review

Sage Financial Management Group held its Johnson & Johnson (JNJ) position steady in Q1 2026 at 3,227 shares worth $789K. The position accounts for 0.24% of the portfolio, ranked #30.

Sage Financial Management Group first reported a position in JNJ in Q4 2020 and has held it in 19 quarters since. 4,613 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

Sage Financial Management Group held 3,227 shares of Johnson & Johnson worth $789K as of Q1 2026.
Sage Financial Management Group left its Johnson & Johnson share count unchanged in Q1 2026.
Johnson & Johnson made up 0.24% of Sage Financial Management Group's portfolio in Q1 2026, its #30 holding.
Sage Financial Management Group first reported a position in Johnson & Johnson in Q4 2020 and has held it in 19 quarters since.
4,613 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Sage Financial Management Group's 13F filing for Q1 2026, filed 21 Apr 2026.