SIMA Wealth Partners’s Johnson & Johnson JNJ Stock Holding History

SIMA Wealth Partners’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	$317K	Hold	1,250	–	–	0.22%	42
2026 Q1	$306K	Hold	1,250	–	–	0.23%	42
2025 Q4	$259K	Sell	1,250 -15	-1%	-$2.97K	0.2%	44
2025 Q3	$235K	Sell	1,265 -35	-3%	-$6K	0.18%	45
2025 Q2	$199K	Hold	1,300	–	–	0.16%	46
2025 Q1	$216K	Buy	1,300 +50	+4%	+$7.82K	0.18%	46
2024 Q4	$181K	Hold	1,250	–	–	0.15%	52
2024 Q3	$203K	Sell	1,250 -14	-1%	-$2.23K	0.18%	48
2024 Q2	$185K	Buy	+1,264	New	+$188K	0.18%	48

Other funds holding JNJ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SIMA Wealth Partners's JNJ Position: Q2 2026 in Review

SIMA Wealth Partners held its Johnson & Johnson (JNJ) position steady in Q2 2026 at 1,250 shares worth $317K. The position accounts for 0.22% of the portfolio, ranked #42.

SIMA Wealth Partners first reported a position in JNJ in Q2 2024 and has held it in 9 quarters since. 4,650 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

SIMA Wealth Partners held 1,250 shares of Johnson & Johnson worth $317K as of Q2 2026.
SIMA Wealth Partners left its Johnson & Johnson share count unchanged in Q2 2026.
Johnson & Johnson made up 0.22% of SIMA Wealth Partners's portfolio in Q2 2026, its #42 holding.
SIMA Wealth Partners first reported a position in Johnson & Johnson in Q2 2024 and has held it in 9 quarters since.
4,650 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.