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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
Q2 		$333K Buy
1,310
+10
+0.8% +$2.33K 0.21% 78
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sound Financial Strategies Group's JNJ Position: Q2 2026 in Review

Sound Financial Strategies Group increased its Johnson & Johnson (JNJ) stake by 0.77% in Q2 2026, buying an estimated $2.33K and bringing the position to 1,310 shares worth $333K. The position accounts for 0.21% of the portfolio, ranked #78.

Sound Financial Strategies Group first reported a position in JNJ in Q4 2019 and has held it in 17 quarters since. The position peaked at $1.3M in Q4 2019. 4,698 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Sound Financial Strategies Group held 1,310 shares of Johnson & Johnson worth $333K as of Q2 2026.
  • Sound Financial Strategies Group bought 10 Johnson & Johnson shares in Q2 2026, an estimated $2.33K.
  • Johnson & Johnson made up 0.21% of Sound Financial Strategies Group's portfolio in Q2 2026, its #78 holding.
  • Sound Financial Strategies Group first reported a position in Johnson & Johnson in Q4 2019 and has held it in 17 quarters since.
  • Sound Financial Strategies Group's Johnson & Johnson position peaked at $1.3M in Q4 2019.
  • 4,698 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Sound Financial Strategies Group's 13F filing for Q2 2026, filed 10 Aug 2026.