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Schrum Private Wealth Management’s Johnson & Johnson JNJ Stock Holding History

Schrum Private Wealth Management’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 		$1.02M Buy
6,512
+1,210
+23% +$282K 1.05% 24
2026
Q1 		$1.3M Sell
5,302
-128
-2% -$29.8K 0.99% 24
2025
Q4 		$1.12M Sell
5,430
-84
-2% -$16.6K 0.83% 35
2025
Q3 		$1.02M Buy
5,514
+289
+6% +$49.5K 0.75% 35
2025
Q2 		$798K Sell
5,225
-198
-4% -$30.4K 0.64% 41
2025
Q1 		$899K Sell
5,423
-402
-7% -$62.9K 0.79% 34
2024
Q4 		$842K Sell
5,825
-4,649
-44% -$720K 0.71% 39
2024
Q3 		$1.7M Buy
10,474
+3,526
+51% +$562K 0.88% 32
2024
Q2 		$1.02M Sell
6,948
-6
-0.1% -$892 0.92% 29
2024
Q1 		$1.1M Buy
6,954
+1,297
+23% +$206K 1% 27
2023
Q4 		$887K Sell
5,657
-1,569
-22% -$241K 1.26% 21
2023
Q3 		$1.13M Sell
7,226
-8
-0.1% -$1.32K 1.28% 20
2023
Q2 		$1.2M Buy
7,234
+6
+0.1% +$968 1.3% 18
2023
Q1 		$1.12M Buy
7,228
+6
+0.1% +$969 1.29% 20
2022
Q4 		$1.28M Sell
7,222
-331
-4% -$57.2K 1.51% 21
2022
Q3 		$1.23M Sell
7,553
-228
-3% -$38.6K 1.56% 18
2022
Q2 		$1.38M Buy
7,781
+6
+0.1% +$1.07K 1.56% 17
2022
Q1 		$1.42M Sell
7,775
-577
-7% -$98.2K 1.43% 18
2021
Q4 		$1.43M Buy
+8,352
New +$1.37M 1.3% 19

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

Schrum Private Wealth Management's JNJ Position: Q2 2026 in Review

Schrum Private Wealth Management increased its Johnson & Johnson (JNJ) stake by 23% in Q2 2026, buying an estimated $282K and bringing the position to 6,512 shares worth $1.02M. The position accounts for 1.05% of the portfolio, ranked #24.

Schrum Private Wealth Management first reported a position in JNJ in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.7M in Q3 2024. 4,677 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Schrum Private Wealth Management held 6,512 shares of Johnson & Johnson worth $1.02M as of Q2 2026.
  • Schrum Private Wealth Management bought 1,210 Johnson & Johnson shares in Q2 2026, an estimated $282K.
  • Johnson & Johnson made up 1.05% of Schrum Private Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Schrum Private Wealth Management first reported a position in Johnson & Johnson in Q4 2021 and has held it in 19 quarters since.
  • Schrum Private Wealth Management's Johnson & Johnson position peaked at $1.7M in Q3 2024.
  • 4,677 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Schrum Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.