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Stone Summit Wealth’s Johnson & Johnson JNJ Stock Holding History

Stone Summit Wealth’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
Q3 		$825K Sell
3,117
-983
-24% -$259K 0.22% 73
2026
Q2 		$1.04M Sell
4,100
-20
-0.5% -$4.66K 0.26% 67
2026
Q1 		$1.01M Sell
4,120
-65
-2% -$15.1K 0.28% 68
2025
Q4 		$866K Sell
4,185
-10
-0.2% -$1.98K 0.23% 69
2025
Q3 		$778K Buy
4,195
+535
+15% +$91.7K 0.22% 76
2025
Q2 		$559K Hold
3,660
– – 0.17% 95
2025
Q1 		$607K Sell
3,660
-226
-6% -$35.4K 0.21% 84
2024
Q4 		$562K Sell
3,886
-69
-2% -$10.7K 0.19% 89
2024
Q3 		$641K Hold
3,955
– – 0.21% 86
2024
Q2 		$578K Sell
3,955
-233
-6% -$34.7K 0.21% 87
2024
Q1 		$662K Sell
4,188
-336
-7% -$53.5K 0.23% 86
2023
Q4 		$709K Sell
4,524
-25
-0.5% -$3.83K 0.27% 80
2023
Q3 		$709K Sell
4,549
-127
-3% -$21K 0.3% 82
2023
Q2 		$774K Hold
4,676
– – 0.32% 77
2023
Q1 		$725K Sell
4,676
-159
-3% -$25.7K 0.32% 78
2022
Q4 		$854K Buy
4,835
+3,225
+200% +$557K 0.42% 66
2022
Q3 		$263K Sell
1,610
-43
-3% -$7.28K 0.16% 114
2022
Q2 		$294K Buy
1,653
+43
+3% +$7.66K 0.18% 110
2022
Q1 		$286K Buy
+1,610
New +$274K 0.16% 117

Other funds holding JNJ

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Stone Summit Wealth's JNJ Position: Q3 2026 in Review

Stone Summit Wealth reduced its Johnson & Johnson (JNJ) stake by 24% in Q3 2026, selling an estimated $259K and leaving 3,117 shares worth $825K. The position accounts for 0.22% of the portfolio, ranked #73.

Stone Summit Wealth first reported a position in JNJ in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.04M in Q2 2026. 1,054 funds tracked by Wall St. Rank hold JNJ as of Q3 2026.

  • Stone Summit Wealth held 3,117 shares of Johnson & Johnson worth $825K as of Q3 2026.
  • Stone Summit Wealth sold 983 Johnson & Johnson shares in Q3 2026, an estimated $259K.
  • Johnson & Johnson made up 0.22% of Stone Summit Wealth's portfolio in Q3 2026, its #73 holding.
  • Stone Summit Wealth first reported a position in Johnson & Johnson in Q1 2022 and has held it in 19 quarters since.
  • Stone Summit Wealth's Johnson & Johnson position peaked at $1.04M in Q2 2026.
  • 1,054 funds tracked by Wall St. Rank held Johnson & Johnson as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.