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Sard Wealth Management Group’s Johnson & Johnson JNJ Stock Holding History

Sard Wealth 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 		$388K Buy
1,527
+7
+0.5% +$1.63K 0.19% 41
2026
Q1 		$372K Buy
1,520
+35
+2% +$8.15K 0.2% 41
2025
Q4 		$307K Buy
1,485
+67
+5% +$13.2K 0.17% 44
2025
Q3 		$263K Buy
1,418
+16
+1% +$2.74K 0.15% 46
2025
Q2 		$214K Sell
1,402
-52
-4% -$7.99K 0.13% 45
2025
Q1 		$241K Sell
1,454
-52
-3% -$8.14K 0.16% 41
2024
Q4 		$218K Sell
1,506
-34
-2% -$5.27K 0.15% 43
2024
Q3 		$250K Sell
1,540
-2
-0.1% -$319 0.16% 38
2024
Q2 		$225K Sell
1,542
-114
-7% -$17K 0.16% 39
2024
Q1 		$262K Sell
1,656
-54
-3% -$8.6K 0.24% 35
2023
Q4 		$268K Buy
+1,710
New +$262K 0.27% 34

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

Sard Wealth Management Group's JNJ Position: Q2 2026 in Review

Sard Wealth Management Group increased its Johnson & Johnson (JNJ) stake by 0.46% in Q2 2026, buying an estimated $1.63K and bringing the position to 1,527 shares worth $388K. The position accounts for 0.19% of the portfolio, ranked #41.

Sard Wealth Management Group first reported a position in JNJ in Q4 2023 and has held it in 11 quarters since. 4,678 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Sard Wealth Management Group held 1,527 shares of Johnson & Johnson worth $388K as of Q2 2026.
  • Sard Wealth Management Group bought 7 Johnson & Johnson shares in Q2 2026, an estimated $1.63K.
  • Johnson & Johnson made up 0.19% of Sard Wealth Management Group's portfolio in Q2 2026, its #41 holding.
  • Sard Wealth Management Group first reported a position in Johnson & Johnson in Q4 2023 and has held it in 11 quarters since.
  • 4,678 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Sard Wealth Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.