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Summit Financial Strategies’s Johnson & Johnson JNJ Stock Holding History

Summit Financial Strategies’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 		$1.2M Sell
4,727
-235
-5% -$54.8K 0.08% 69
2026
Q1 		$1.21M Sell
4,962
-299
-6% -$69.6K 0.1% 63
2025
Q4 		$1.09M Buy
5,261
+404
+8% +$79.9K 0.09% 65
2025
Q3 		$901K Sell
4,857
-58
-1% -$9.94K 0.08% 67
2025
Q2 		$751K Sell
4,915
-12
-0.2% -$1.84K 0.07% 71
2025
Q1 		$817K Sell
4,927
-280
-5% -$43.8K 0.08% 63
2024
Q4 		$753K Sell
5,207
-507
-9% -$78.6K 0.08% 64
2024
Q3 		$926K Hold
5,714
– – 0.1% 59
2024
Q2 		$835K Sell
5,714
-41
-0.7% -$6.1K 0.1% 62
2024
Q1 		$910K Hold
5,755
– – 0.13% 60
2023
Q4 		$902K Sell
5,755
-10
-0.2% -$1.53K 0.14% 54
2023
Q3 		$898K Sell
5,765
-82
-1% -$13.5K 0.17% 46
2023
Q2 		$968K Sell
5,847
-36
-0.6% -$5.81K 0.18% 41
2023
Q1 		$912K Buy
5,883
+229
+4% +$37K 0.18% 44
2022
Q4 		$999K Sell
5,654
-1,379
-20% -$238K 0.22% 37
2022
Q3 		$1.15M Buy
7,033
+1,000
+17% +$169K 0.27% 31
2022
Q2 		$1.07M Buy
6,033
+571
+10% +$102K 0.25% 34
2022
Q1 		$968K Sell
5,462
-455
-8% -$77.4K 0.19% 36
2021
Q4 		$1.01M Sell
5,917
-553
-9% -$90.5K 0.2% 36
2021
Q3 		$1.04M Sell
6,470
-40
-0.6% -$6.82K 0.2% 37
2021
Q2 		$1.07M Buy
6,510
+3,924
+152% +$650K 0.21% 36
2021
Q1 		$425K Sell
2,586
-81
-3% -$13.1K 0.15% 38
2020
Q4 		$420K Buy
2,667
+100
+4% +$14.8K 0.14% 49
2020
Q3 		$382K Buy
2,567
+125
+5% +$18.5K 0.16% 43
2020
Q2 		$343K Buy
2,442
+30
+1% +$4.37K 0.15% 46
2020
Q1 		$316K Sell
2,412
-106
-4% -$15K 0.17% 40
2019
Q4 		$367K Buy
+2,518
New +$342K 0.18% 39

Other funds holding JNJ

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Summit Financial Strategies's JNJ Position: Q2 2026 in Review

Summit Financial Strategies reduced its Johnson & Johnson (JNJ) stake by 4.7% in Q2 2026, selling an estimated $54.8K and leaving 4,727 shares worth $1.2M. The position accounts for 0.08% of the portfolio, ranked #69.

Summit Financial Strategies first reported a position in JNJ in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.21M in Q1 2026. 2,379 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Summit Financial Strategies held 4,727 shares of Johnson & Johnson worth $1.2M as of Q2 2026.
  • Summit Financial Strategies sold 235 Johnson & Johnson shares in Q2 2026, an estimated $54.8K.
  • Johnson & Johnson made up 0.08% of Summit Financial Strategies's portfolio in Q2 2026, its #69 holding.
  • Summit Financial Strategies first reported a position in Johnson & Johnson in Q4 2019 and has held it in 27 quarters since.
  • Summit Financial Strategies's Johnson & Johnson position peaked at $1.21M in Q1 2026.
  • 2,379 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.