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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.17M Buy
16,402
+150
+0.9% +$35K 1.82% 14
2026
Q1
$3.97M Sell
16,252
-2,861
-15% -$666K 1.91% 13
2025
Q4
$3.96M Sell
19,113
-50
-0.3% -$9.89K 1.92% 16
2025
Q3
$3.55M Sell
19,163
-226
-1% -$38.7K 1.67% 24
2025
Q2
$2.96M Buy
19,389
+341
+2% +$52.4K 1.49% 28
2025
Q1
$3.16M Buy
19,048
+800
+4% +$125K 1.78% 21
2024
Q4
$2.64M Buy
18,248
+90
+0.5% +$13.9K 1.5% 31
2024
Q3
$2.94M Sell
18,158
-572
-3% -$91.1K 1.64% 30
2024
Q2
$2.74M Buy
18,730
+2
+0% +$297 1.62% 30
2024
Q1
$2.96M Sell
18,728
-540
-3% -$86K 1.74% 26
2023
Q4
$3.02M Buy
19,268
+2,729
+17% +$418K 1.97% 17
2023
Q3
$2.58M Sell
16,539
-583
-3% -$96.2K 1.83% 12
2023
Q2
$2.83M Buy
17,122
+637
+4% +$103K 1.84% 12
2023
Q1
$2.56M Buy
16,485
+835
+5% +$135K 1.81% 19
2022
Q4
$2.76M Buy
15,650
+1,305
+9% +$225K 2.28% 8
2022
Q3
$2.34M Buy
14,345
+75
+0.5% +$12.7K 2.18% 10
2022
Q2
$2.53M Sell
14,270
-219
-2% -$39K 2.13% 10
2022
Q1
$2.57M Sell
14,489
-1,076
-7% -$183K 1.72% 11
2021
Q4
$2.66M Buy
15,565
+50
+0.3% +$8.19K 1.84% 11
2021
Q3
$2.51M Buy
15,515
+1,396
+10% +$238K 1.83% 10
2021
Q2
$2.33M Buy
14,119
+927
+7% +$153K 1.71% 12
2021
Q1
$2.17M Sell
13,192
-275
-2% -$44.5K 1.74% 14
2020
Q4
$2.12M Buy
13,467
+444
+3% +$65.5K 1.84% 20
2020
Q3
$1.94M Buy
13,023
+150
+1% +$22.2K 1.94% 12
2020
Q2
$1.81M Sell
12,873
-150
-1% -$21.9K 2.86% 10
2020
Q1
$1.71M Buy
13,023
+320
+3% +$45.4K 3.65% 9
2019
Q4
$1.85M Buy
+12,703
New +$1.72M 2.93% 9

Other funds holding JNJ

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

Summit Place Financial Advisors increased its Johnson & Johnson (JNJ) stake by 0.92% in Q2 2026, buying an estimated $35K and bringing the position to 16,402 shares worth $4.17M. The position accounts for 1.82% of the portfolio, ranked #14.

Summit Place Financial Advisors first reported a position in JNJ in Q4 2019 and has held it in 27 quarters since. 2,122 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Summit Place Financial Advisors held 16,402 shares of Johnson & Johnson worth $4.17M as of Q2 2026.
  • Summit Place Financial Advisors bought 150 Johnson & Johnson shares in Q2 2026, an estimated $35K.
  • Johnson & Johnson made up 1.82% of Summit Place Financial Advisors's portfolio in Q2 2026, its #14 holding.
  • Summit Place Financial Advisors first reported a position in Johnson & Johnson in Q4 2019 and has held it in 27 quarters since.
  • 2,122 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Summit Place Financial Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.