SWM
JNJ icon

Shelton Wealth Management’s Johnson & Johnson JNJ Stock Holding History

Shelton 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 		$303K Sell
1,192
-12
-1% -$2.8K 0.12% 109
2026
Q1 		$294K Sell
1,204
-98
-8% -$22.8K 0.13% 110
2025
Q4 		$269K Buy
1,302
+6
+0.5% +$1.19K 0.12% 115
2025
Q3 		$240K Buy
+1,296
New +$222K 0.11% 116
2025
Q2 		– Sell
-1,283
Closed -$213K – 160
2025
Q1 		$213K Buy
1,283
+11
+0.9% +$1.72K 0.12% 120
2024
Q4 		$184K Sell
1,272
-3,589
-74% -$556K 0.1% 126
2024
Q3 		$788K Buy
4,861
+42
+0.9% +$6.69K 0.43% 78
2024
Q2 		$704K Buy
+4,819
New +$717K 0.4% 80
2023
Q3 		– Sell
-1,217
Closed -$201K – 70
2023
Q2 		$201K Buy
+1,217
New +$196K 0.16% 68
2022
Q4 		– Sell
-1,256
Closed -$205K – 67
2022
Q3 		$205K Buy
1,256
+8
+0.6% +$1.35K 0.18% 59
2022
Q2 		$222K Sell
1,248
-6
-0.5% -$1.07K 0.19% 60
2022
Q1 		$222K Buy
1,254
+5
+0.4% +$851 0.18% 66
2021
Q4 		$214K Buy
+1,249
New +$204K 0.17% 68

Other funds holding JNJ

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Shelton Wealth Management's JNJ Position: Q2 2026 in Review

Shelton Wealth Management reduced its Johnson & Johnson (JNJ) stake by 1% in Q2 2026, selling an estimated $2.8K and leaving 1,192 shares worth $303K. The position accounts for 0.12% of the portfolio, ranked #109.

Shelton Wealth Management first reported a position in JNJ in Q4 2021 and has held it in 13 quarters since. The position peaked at $788K in Q3 2024. 950 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Shelton Wealth Management held 1,192 shares of Johnson & Johnson worth $303K as of Q2 2026.
  • Shelton Wealth Management sold 12 Johnson & Johnson shares in Q2 2026, an estimated $2.8K.
  • Johnson & Johnson made up 0.12% of Shelton Wealth Management's portfolio in Q2 2026, its #109 holding.
  • Shelton Wealth Management first reported a position in Johnson & Johnson in Q4 2021 and has held it in 13 quarters since.
  • Shelton Wealth Management's Johnson & Johnson position peaked at $788K in Q3 2024.
  • 950 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Shelton Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.