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Smallwood Wealth Investment Management’s Johnson & Johnson JNJ Stock Holding History

Smallwood Wealth Investment 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 		$611K Hold
2,403
– – 0.27% 43
2026
Q1 		$588K Hold
2,403
– – 0.31% 38
2025
Q4 		$498K Sell
2,403
-158
-6% -$31.2K 0.26% 45
2025
Q3 		$475K Sell
2,561
-92
-3% -$15.8K 0.24% 52
2025
Q2 		$405K Buy
2,653
+13
+0.5% +$2K 0.23% 51
2025
Q1 		$438K Sell
2,640
-75
-3% -$11.7K 0.28% 46
2024
Q4 		$393K Hold
2,715
– – 0.27% 53
2024
Q3 		$440K Sell
2,715
-300
-10% -$47.8K 0.31% 45
2024
Q2 		$441K Hold
3,015
– – 0.34% 43
2024
Q1 		$477K Buy
3,015
+175
+6% +$27.9K 0.37% 39
2023
Q4 		$445K Buy
2,840
+75
+3% +$11.5K 0.37% 40
2023
Q3 		$431K Buy
2,765
+100
+4% +$16.5K 0.39% 39
2023
Q2 		$441K Buy
2,665
+186
+8% +$30K 0.39% 39
2023
Q1 		$384K Sell
2,479
-756
-23% -$122K 0.36% 41
2022
Q4 		$572K Sell
3,235
-1,878
-37% -$324K 0.48% 38
2022
Q3 		$835K Buy
5,113
+1,566
+44% +$265K 0.75% 28
2022
Q2 		$630K Sell
3,547
-75
-2% -$13.4K 0.64% 29
2022
Q1 		$642K Sell
3,622
-1,965
-35% -$334K 0.61% 29
2021
Q4 		$956K Buy
+5,587
New +$915K 0.89% 21

Other funds holding JNJ

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
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 22.94% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Smallwood Wealth Investment Management's JNJ Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Johnson & Johnson (JNJ) position steady in Q2 2026 at 2,403 shares worth $611K. The position accounts for 0.27% of the portfolio, ranked #43.

Smallwood Wealth Investment Management first reported a position in JNJ in Q4 2021 and has held it in 19 quarters since. The position peaked at $956K in Q4 2021. 2,668 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Smallwood Wealth Investment Management held 2,403 shares of Johnson & Johnson worth $611K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Johnson & Johnson share count unchanged in Q2 2026.
  • Johnson & Johnson made up 0.27% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #43 holding.
  • Smallwood Wealth Investment Management first reported a position in Johnson & Johnson in Q4 2021 and has held it in 19 quarters since.
  • Smallwood Wealth Investment Management's Johnson & Johnson position peaked at $956K in Q4 2021.
  • 2,668 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.