SFG
JNJ icon

Shum Financial Group’s Johnson & Johnson JNJ Stock Holding History

Shum Financial 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 		$2.95M Sell
11,612
-27
-0.2% -$6.29K 1.78% 18
2026
Q1 		$2.84M Sell
11,639
-488
-4% -$114K 2.01% 14
2025
Q4 		$2.51M Sell
12,127
-344
-3% -$68K 1.81% 18
2025
Q3 		$2.31M Buy
+12,471
New +$2.14M 1.73% 18
2025
Q1 		$2.37M Sell
14,304
-232
-2% -$36.3K 2.05% 14
2024
Q4 		$2.1M Sell
14,536
-21
-0.1% -$3.25K 1.82% 17
2024
Q3 		$2.31M Buy
+14,557
New +$2.32M 1.92% 16

Other funds holding JNJ

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Shum Financial Group's JNJ Position: Q2 2026 in Review

Shum Financial Group reduced its Johnson & Johnson (JNJ) stake by 0.23% in Q2 2026, selling an estimated $6.29K and leaving 11,612 shares worth $2.95M. The position accounts for 1.78% of the portfolio, ranked #18.

Shum Financial Group first reported a position in JNJ in Q3 2024 and has held it in 7 quarters since. 2,980 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Shum Financial Group held 11,612 shares of Johnson & Johnson worth $2.95M as of Q2 2026.
  • Shum Financial Group sold 27 Johnson & Johnson shares in Q2 2026, an estimated $6.29K.
  • Johnson & Johnson made up 1.78% of Shum Financial Group's portfolio in Q2 2026, its #18 holding.
  • Shum Financial Group first reported a position in Johnson & Johnson in Q3 2024 and has held it in 7 quarters since.
  • 2,980 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.