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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
2021
Q4 		– Sell
-200,000
Closed -$32.3M – 128
2021
Q3 		$32.3M Hold
200,000
– – 6.17% 6
2021
Q2 		$32.9M Buy
+200,000
New +$33.1M 6.53% 5

Other funds holding JNJ

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

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. 2,510 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.
  • 2,510 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.