Schwarz Dygos Wheeler Investment Advisors’s Johnson & Johnson JNJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.34M | Buy |
13,169
+34
| +0.3% | +$7.92K | 0.64% | 35 |
|
|
2026
Q1 | $3.21M | Buy |
13,135
+127
| +1% | +$29.6K | 0.67% | 34 |
|
|
2025
Q4 | $2.69M | Buy |
13,008
+66
| +0.5% | +$13.1K | 0.56% | 38 |
|
|
2025
Q3 | $2.4M | Sell |
12,942
-145
| -1% | -$24.8K | 0.51% | 42 |
|
|
2025
Q2 | $2M | Sell |
13,087
-536
| -4% | -$82.4K | 0.46% | 48 |
|
|
2025
Q1 | $2.26M | Sell |
13,623
-87
| -0.6% | -$13.6K | 0.54% | 44 |
|
|
2024
Q4 | $1.98M | Sell |
13,710
-106
| -0.8% | -$16.4K | 0.49% | 45 |
|
|
2024
Q3 | $2.24M | Sell |
13,816
-33
| -0.2% | -$5.26K | 0.56% | 42 |
|
|
2024
Q2 | $2.02M | Sell |
13,849
-242
| -2% | -$36K | 0.54% | 39 |
|
|
2024
Q1 | $2.23M | Buy |
14,091
+6
| +0% | +$955 | 0.62% | 40 |
|
|
2023
Q4 | $2.21M | Buy |
14,085
+82
| +0.6% | +$12.6K | 0.68% | 36 |
|
|
2023
Q3 | $2.18M | Buy |
14,003
+172
| +1% | +$28.4K | 0.74% | 36 |
|
|
2023
Q2 | $2.29M | Buy |
13,831
+160
| +1% | +$25.8K | 0.75% | 36 |
|
|
2023
Q1 | $2.12M | Buy |
13,671
+438
| +3% | +$70.7K | 0.77% | 34 |
|
|
2022
Q4 | $2.34M | Buy |
13,233
+368
| +3% | +$63.5K | 0.92% | 32 |
|
|
2022
Q3 | $2.1M | Sell |
12,865
-129
| -1% | -$21.8K | 0.93% | 30 |
|
|
2022
Q2 | $2.31M | Sell |
12,994
-758
| -6% | -$135K | 0.93% | 29 |
|
|
2022
Q1 | $2.44M | Buy |
13,752
+7
| +0.1% | +$1.19K | 0.82% | 32 |
|
|
2021
Q4 | $2.35M | Sell |
13,745
-66
| -0.5% | -$10.8K | 0.8% | 35 |
|
|
2021
Q3 | $2.23M | Buy |
13,811
+11
| +0.1% | +$1.88K | 0.82% | 37 |
|
|
2021
Q2 | $2.27M | Buy |
13,800
+288
| +2% | +$47.7K | 0.83% | 38 |
|
|
2021
Q1 | $2.22M | Buy |
13,512
+2,199
| +19% | +$356K | 0.92% | 32 |
|
|
2020
Q4 | $1.78M | Buy |
11,313
+288
| +3% | +$42.5K | 0.86% | 30 |
|
|
2020
Q3 | $1.64M | Buy |
11,025
+240
| +2% | +$35.5K | 0.93% | 32 |
|
|
2020
Q2 | $1.57M | Buy |
10,785
+283
| +3% | +$41.2K | 1.02% | 28 |
|
|
2020
Q1 | $1.38M | Buy |
10,502
+45
| +0.4% | +$6.38K | 1.17% | 24 |
|
|
2019
Q4 | $1.52M | Buy |
10,457
+529
| +5% | +$71.8K | 1.04% | 25 |
|
|
2019
Q3 | $1.28M | Sell |
9,928
-77
| -0.8% | -$10.1K | 1.02% | 25 |
|
|
2019
Q2 | $1.39M | Sell |
10,005
-34
| -0.3% | -$4.71K | 1.15% | 23 |
|
|
2019
Q1 | $1.4M | Buy |
10,039
+101
| +1% | +$13.5K | 1.2% | 24 |
|
|
2018
Q4 | $1.28M | Buy |
+9,938
| New | +$1.39M | 1.38% | 19 |
|
Other funds holding JNJ
Schwarz Dygos Wheeler Investment Advisors's JNJ Position: Q2 2026 in Review
Schwarz Dygos Wheeler Investment Advisors increased its Johnson & Johnson (JNJ) stake by 0.26% in Q2 2026, buying an estimated $7.92K and bringing the position to 13,169 shares worth $3.34M. The position accounts for 0.64% of the portfolio, ranked #35.
Schwarz Dygos Wheeler Investment Advisors first reported a position in JNJ in Q4 2018 and has held it in 31 quarters since. 4,665 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.
- Schwarz Dygos Wheeler Investment Advisors held 13,169 shares of Johnson & Johnson worth $3.34M as of Q2 2026.
- Schwarz Dygos Wheeler Investment Advisors bought 34 Johnson & Johnson shares in Q2 2026, an estimated $7.92K.
- Johnson & Johnson made up 0.64% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #35 holding.
- Schwarz Dygos Wheeler Investment Advisors first reported a position in Johnson & Johnson in Q4 2018 and has held it in 31 quarters since.
- 4,665 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.
Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.