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

Sax 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 		$8.95M Buy
36,609
+3,932
+12% +$916K 0.36% 51
2026
Q1 		$6.76M Sell
32,677
-991
-3% -$231K 0.33% 57
2025
Q4 		$6.97M Buy
33,668
+726
+2% +$144K 0.33% 56
2025
Q3 		$6.11M Buy
32,942
+1,622
+5% +$278K 0.33% 50
2025
Q2 		$4.78M Buy
31,320
+9,232
+42% +$1.42M 0.29% 57
2025
Q1 		$3.66M Buy
22,088
+3,150
+17% +$493K 0.26% 58
2024
Q4 		$2.74M Buy
18,938
+2,814
+17% +$436K 0.21% 62
2024
Q3 		$2.61M Sell
16,124
-700
-4% -$112K 0.23% 53
2024
Q2 		$2.46M Buy
16,824
+1,209
+8% +$180K 0.23% 56
2024
Q1 		$2.47M Sell
15,615
-80
-0.5% -$12.7K 0.29% 43
2023
Q4 		$2.46M Buy
15,695
+348
+2% +$53.4K 0.4% 46
2023
Q3 		$2.39M Buy
15,347
+514
+3% +$84.8K 0.47% 39
2023
Q2 		$2.46M Sell
14,833
-68
-0.5% -$11K 0.49% 38
2023
Q1 		$2.31M Buy
14,901
+366
+3% +$59.1K 0.5% 38
2022
Q4 		$2.57M Sell
14,535
-3,028
-17% -$523K 0.59% 33
2022
Q3 		$2.87M Buy
17,563
+7,735
+79% +$1.31M 0.74% 27
2022
Q2 		$1.75M Buy
9,828
+7,775
+379% +$1.39M 0.44% 40
2022
Q1 		$364K Sell
2,053
-293
-12% -$49.9K 0.09% 126
2021
Q4 		$401K Buy
2,346
+882
+60% +$144K 0.08% 128
2021
Q3 		$236K Buy
1,464
+141
+11% +$24.1K 0.06% 150
2021
Q2 		$218K Buy
1,323
+2
+0.2% +$331 0.07% 147
2021
Q1 		$217K Buy
1,321
+35
+3% +$5.66K 0.08% 137
2020
Q4 		$202K Buy
+1,286
New +$190K 0.09% 125

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

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

Sax Wealth Advisors increased its Johnson & Johnson (JNJ) stake by 12% in Q2 2026, buying an estimated $916K and bringing the position to 36,609 shares worth $8.95M. The position accounts for 0.36% of the portfolio, ranked #51.

Sax Wealth Advisors first reported a position in JNJ in Q4 2020 and has held it in 23 quarters since. 4,656 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Sax Wealth Advisors held 36,609 shares of Johnson & Johnson worth $8.95M as of Q2 2026.
  • Sax Wealth Advisors bought 3,932 Johnson & Johnson shares in Q2 2026, an estimated $916K.
  • Johnson & Johnson made up 0.36% of Sax Wealth Advisors's portfolio in Q2 2026, its #51 holding.
  • Sax Wealth Advisors first reported a position in Johnson & Johnson in Q4 2020 and has held it in 23 quarters since.
  • 4,656 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

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