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Spire Wealth Management’s Johnson & Johnson JNJ Stock Holding History

Spire Wealth 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 		$3.11M Sell
12,264
-1,063
-8% -$248K 0.09% 192
2026
Q1 		$3.26M Buy
13,327
+501
+4% +$117K 0.11% 170
2025
Q4 		$2.65M Sell
12,826
-1,746
-12% -$345K 0.09% 202
2025
Q3 		$2.7M Sell
14,572
-1,190
-8% -$204K 0.09% 186
2025
Q2 		$2.41M Sell
15,762
-9,584
-38% -$1.47M 0.09% 195
2025
Q1 		$4.2M Buy
25,346
+2,388
+10% +$374K 0.13% 142
2024
Q4 		$3.32M Sell
22,958
-1,798
-7% -$279K 0.1% 170
2024
Q3 		$4.01M Sell
24,756
-4,529
-15% -$722K 0.14% 137
2024
Q2 		$4.28M Sell
29,285
-5,898
-17% -$877K 0.15% 141
2024
Q1 		$5.57M Sell
35,183
-711
-2% -$113K 0.1% 143
2023
Q4 		$5.8M Sell
35,894
-5,652
-14% -$867K 0.19% 111
2023
Q3 		$6.47M Sell
41,546
-1,343
-3% -$222K 0.25% 79
2023
Q2 		$7.1M Sell
42,889
-1,245
-3% -$201K 0.26% 79
2023
Q1 		$6.84M Buy
44,134
+18,086
+69% +$2.92M 0.27% 86
2022
Q4 		$4.6M Buy
26,048
+2,260
+10% +$390K 0.26% 92
2022
Q3 		$3.89M Sell
23,788
-27,283
-53% -$4.62M 0.24% 97
2022
Q2 		$9.07M Sell
51,071
-11,672
-19% -$2.08M 0.37% 69
2022
Q1 		$11.1M Sell
62,743
-19,590
-24% -$3.33M 0.3% 86
2021
Q4 		$14.1M Buy
82,333
+17,432
+27% +$2.85M 0.31% 87
2021
Q3 		$10.5M Buy
64,901
+1,229
+2% +$210K 0.28% 103
2021
Q2 		$10.5M Sell
63,672
-24,076
-27% -$3.99M 0.28% 98
2021
Q1 		$13.2M Buy
+87,748
New +$14.2M 0.35% 73

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 $3.37T AUM 44.26% 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

Spire Wealth Management's JNJ Position: Q2 2026 in Review

Spire Wealth Management reduced its Johnson & Johnson (JNJ) stake by 8% in Q2 2026, selling an estimated $248K and leaving 12,264 shares worth $3.11M. The position accounts for 0.09% of the portfolio, ranked #192.

Spire Wealth Management first reported a position in JNJ in Q1 2021 and has held it in 22 quarters since. The position peaked at $14.1M in Q4 2021. 4,665 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Spire Wealth Management held 12,264 shares of Johnson & Johnson worth $3.11M as of Q2 2026.
  • Spire Wealth Management sold 1,063 Johnson & Johnson shares in Q2 2026, an estimated $248K.
  • Johnson & Johnson made up 0.09% of Spire Wealth Management's portfolio in Q2 2026, its #192 holding.
  • Spire Wealth Management first reported a position in Johnson & Johnson in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Johnson & Johnson position peaked at $14.1M in Q4 2021.
  • 4,665 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.