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Sound Financial Strategies Group’s Johnson & Johnson JNJ Stock Holding History

Sound Financial Strategies 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
Q1 		$318K Sell
1,300
-191
-13% -$44.5K 0.22% 66
2025
Q4 		$309K Buy
1,491
+361
+32% +$71.4K 0.22% 99
2025
Q3 		$210K Buy
+1,130
New +$194K 0.15% 102
2024
Q4 		– Sell
-1,309
Closed -$212K – 97
2024
Q3 		$212K Sell
1,309
-91
-7% -$14.5K 0.17% 82
2024
Q2 		$205K Sell
1,400
-457
-25% -$68K 0.18% 82
2024
Q1 		$294K Sell
1,857
-174
-9% -$27.7K 0.24% 57
2023
Q4 		$318K Sell
2,031
-201
-9% -$30.8K 0.27% 53
2023
Q3 		$348K Buy
+2,232
New +$368K 0.29% 59
2023
Q1 		– Sell
-2,311
Closed -$408K – 73
2022
Q4 		$408K Buy
+2,311
New +$399K 0.3% 49
2022
Q3 		– Sell
-2,367
Closed -$420K – 42
2022
Q2 		$420K Sell
2,367
-2,151
-48% -$383K 0.33% 29
2022
Q1 		$801K Buy
+4,518
New +$769K 0.44% 49
2021
Q1 		– Sell
-4,341
Closed -$683K – 93
2020
Q4 		$683K Buy
4,341
+1,169
+37% +$173K 0.37% 20
2020
Q3 		$472K Sell
3,172
-49
-2% -$7.25K 0.3% 38
2020
Q2 		$453K Hold
3,221
– – 0.29% 40
2020
Q1 		$422K Sell
3,221
-5,677
-64% -$805K 0.29% 39
2019
Q4 		$1.3M Buy
+8,898
New +$1.21M 0.82% 42

Other funds holding JNJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sound Financial Strategies Group's JNJ Position: Q1 2026 in Review

Sound Financial Strategies Group reduced its Johnson & Johnson (JNJ) stake by 13% in Q1 2026, selling an estimated $44.5K and leaving 1,300 shares worth $318K. The position accounts for 0.22% of the portfolio, ranked #66.

Sound Financial Strategies Group first reported a position in JNJ in Q4 2019 and has held it in 16 quarters since. The position peaked at $1.3M in Q4 2019. 4,617 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

  • Sound Financial Strategies Group held 1,300 shares of Johnson & Johnson worth $318K as of Q1 2026.
  • Sound Financial Strategies Group sold 191 Johnson & Johnson shares in Q1 2026, an estimated $44.5K.
  • Johnson & Johnson made up 0.22% of Sound Financial Strategies Group's portfolio in Q1 2026, its #66 holding.
  • Sound Financial Strategies Group first reported a position in Johnson & Johnson in Q4 2019 and has held it in 16 quarters since.
  • Sound Financial Strategies Group's Johnson & Johnson position peaked at $1.3M in Q4 2019.
  • 4,617 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Sound Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.