Summit Securities Group’s Johnson & Johnson JNJ Stock Holding History

Summit Securities Group’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
2024 Q1	–	Sell	-35,000	Closed	-$5.49M	–	699
2023 Q4	$5.49M	Sell	35,000 -48,400	-58%	-$7.42M	0.5%	34
2023 Q3	$13M	Buy	83,400 +78,800	+1,713%	+$13M	1.34%	15
2023 Q2	$761K	Buy	+4,600	New	+$742K	0.1%	115
2022 Q1	–	Sell	-3,000	Closed	-$513K	–	1216
2021 Q4	$513K	Buy	3,000 +2,960	+7,400%	+$485K	0.02%	368
2021 Q3	$646K	Buy	40 +10	+33%	+$1.71K	0.05%	349
2021 Q2	$494K	Sell	30 -25	-45%	-$4.14K	0.04%	391
2021 Q1	$904K	Buy	55 +15	+38%	+$2.43K	0.1%	215
2020 Q4	$630K	Buy	+40	New	+$5.9K	0.05%	306
2020 Q3	–	Sell	-40	Closed	-$563K	–	434
2020 Q2	$563K	Buy	+40	New	+$5.83K	0.07%	219
2020 Q1	–	Sell	-875	Closed	-$12.8M	–	382
2019 Q4	$12.8M	Buy	+875	New	+$119K	0.97%	21
2019 Q1	–	Sell	-110	Closed	-$1.42M	–	285
2018 Q4	$1.42M	Buy	+110	New	+$15.3K	0.12%	106
2016 Q4	–	Sell	-558	Closed	-$6.59M	–	292
2016 Q3	$6.59M	Buy	558 +348	+166%	+$42.2K	2.22%	8
2016 Q2	$872K	Buy	+210	New	+$23.9K	0.47%	50

Other funds holding JNJ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Summit Securities Group's JNJ Position: Q2 2026 in Review

Summit Securities Group sold out of Johnson & Johnson (JNJ) in Q2 2026, closing a stake of 1,526 shares — an estimated $373K sold.

Summit Securities Group first reported a position in JNJ in Q2 2013 and held it in 39 quarters. The position peaked at $15M in Q2 2013. 4,678 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

Summit Securities Group reported no remaining Johnson & Johnson position as of Q2 2026 after selling out during the quarter.
Summit Securities Group sold 1,526 Johnson & Johnson shares in Q2 2026, an estimated $373K.
Summit Securities Group first reported a position in Johnson & Johnson in Q2 2013 and held it in 39 quarters.
Summit Securities Group's Johnson & Johnson position peaked at $15M in Q2 2013.
4,678 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.