SFWA
JNJ icon

Summit Financial Wealth Advisors’s Johnson & Johnson JNJ Stock Holding History

Summit Financial Wealth Advisors’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 		$1.96M Sell
7,700
-153
-2% -$35.7K 0.25% 58
2026
Q1 		$1.92M Buy
7,853
+662
+9% +$154K 0.27% 57
2025
Q4 		$1.49M Sell
7,191
-55
-0.8% -$10.9K 0.21% 63
2025
Q3 		$1.35M Buy
7,246
+768
+12% +$132K 0.21% 58
2025
Q2 		$990K Buy
6,478
+271
+4% +$41.7K 0.18% 63
2025
Q1 		$1.03M Sell
6,207
-50
-0.8% -$7.82K 0.2% 58
2024
Q4 		$950K Buy
6,257
+303
+5% +$47K 0.19% 63
2024
Q3 		$965K Buy
5,954
+12
+0.2% +$1.91K 0.18% 63
2024
Q2 		$868K Buy
5,942
+550
+10% +$81.8K 0.18% 60
2024
Q1 		$853K Buy
5,392
+1,122
+26% +$179K 0.17% 59
2023
Q4 		$669K Buy
4,270
+732
+21% +$112K 0.15% 68
2023
Q3 		$534K Buy
+3,538
New +$584K 0.13% 71
2023
Q1 		– Sell
-1,318
Closed -$233K – 131
2022
Q4 		$233K Buy
+1,318
New +$228K 0.06% 119
2022
Q3 		– Sell
-1,636
Closed -$282K – 132
2022
Q2 		$282K Buy
1,636
+474
+41% +$84.5K 0.07% 107
2022
Q1 		$206K Buy
+1,162
New +$198K 0.04% 121
2020
Q4 		– Sell
-1,840
Closed -$255K – 108
2020
Q3 		$255K Hold
1,840
– – 0.07% 102
2020
Q2 		$264K Buy
1,840
+136
+8% +$19.8K 0.07% 100
2020
Q1 		$238K Sell
1,704
-240
-12% -$34K 0.08% 104
2019
Q4 		$289K Sell
1,944
-170
-8% -$23.1K 0.07% 113
2019
Q3 		$278K Sell
2,114
-46
-2% -$6.06K 0.07% 122
2019
Q2 		$301K Buy
2,160
+68
+3% +$9.41K 0.07% 121
2019
Q1 		$287K Sell
2,092
-50
-2% -$6.7K 0.08% 109
2018
Q4 		$276K Sell
2,142
-313
-13% -$43.7K 0.09% 100
2018
Q3 		$328K Buy
2,455
+795
+48% +$106K 0.1% 99
2018
Q2 		$213K Hold
1,660
– – 0.07% 123
2018
Q1 		$213K Sell
1,660
-170
-9% -$23K 0.07% 132
2017
Q4 		$256K Sell
1,830
-807
-31% -$112K 0.09% 115
2017
Q3 		$343K Sell
2,637
-572
-18% -$75.8K 0.12% 104
2017
Q2 		$425K Sell
3,209
-98
-3% -$12.5K 0.17% 97
2017
Q1 		$412K Sell
3,307
-1,636
-33% -$195K 0.18% 101
2016
Q4 		$569K Buy
4,943
+47
+1% +$5.43K 0.25% 89
2016
Q3 		$578K Sell
4,896
-993
-17% -$120K 0.25% 85
2016
Q2 		$714K Sell
5,889
-575
-9% -$65.3K 0.3% 76
2016
Q1 		$699K Buy
6,464
+565
+10% +$58.5K 0.31% 67
2015
Q4 		$606K Buy
5,899
+3,374
+134% +$339K 0.28% 68
2015
Q3 		$235K Buy
2,525
+2,041
+422% +$197K 0.15% 71
2015
Q2 		$47K Hold
484
– – 0.03% 150
2015
Q1 		$49K Buy
+484
New +$49.2K 0.03% 122

Other funds holding JNJ

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Summit Financial Wealth Advisors's JNJ Position: Q2 2026 in Review

Summit Financial Wealth Advisors reduced its Johnson & Johnson (JNJ) stake by 1.9% in Q2 2026, selling an estimated $35.7K and leaving 7,700 shares worth $1.96M. The position accounts for 0.25% of the portfolio, ranked #58.

Summit Financial Wealth Advisors first reported a position in JNJ in Q1 2015 and has held it in 38 quarters since. 899 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Summit Financial Wealth Advisors held 7,700 shares of Johnson & Johnson worth $1.96M as of Q2 2026.
  • Summit Financial Wealth Advisors sold 153 Johnson & Johnson shares in Q2 2026, an estimated $35.7K.
  • Johnson & Johnson made up 0.25% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #58 holding.
  • Summit Financial Wealth Advisors first reported a position in Johnson & Johnson in Q1 2015 and has held it in 38 quarters since.
  • 899 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.