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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-500
Closed -$88K 1060
2022
Q4
$88K Buy
+500
New +$86.3K ﹤0.01% 622
2022
Q3
Sell
-600
Closed -$107K 1044
2022
Q2
$107K Buy
+600
New +$107K 0.01% 400
2022
Q1
Sell
-8,100
Closed -$1.39M 1217
2021
Q4
$1.39M Buy
8,100
+7,900
+3,950% +$1.29M 0.06% 205
2021
Q3
$3.23M Buy
200
+93
+87% +$15.9K 0.25% 96
2021
Q2
$1.76M Sell
107
-42
-28% -$6.95K 0.15% 152
2021
Q1
$2.45M Buy
149
+99
+198% +$16K 0.27% 79
2020
Q4
$787K Buy
+50
New +$7.38K 0.07% 270
2020
Q3
Sell
-110
Closed -$1.55M 435
2020
Q2
$1.55M Sell
110
-170
-61% -$24.8K 0.19% 103
2020
Q1
$3.67M Buy
+280
New +$39.7K 0.65% 40
2019
Q1
Sell
-132
Closed -$1.7M 287
2018
Q4
$1.7M Buy
+132
New +$18.4K 0.15% 93
2017
Q2
Sell
-32
Closed -$399K 315
2017
Q1
$399K Sell
32
-67
-68% -$8K 0.11% 190
2016
Q4
$1.14M Buy
+99
New +$11.4K 0.25% 84
2015
Q2
Sell
-33
Closed -$88K 535
2015
Q1
$88K Sell
33
-485
-94% -$49.3K 0.07% 134
2014
Q4
$6K Buy
518
+143
+38% +$15.1K ﹤0.01% 490
2014
Q3
$3K Sell
375
-263
-41% -$27.3K ﹤0.01% 593
2014
Q2
$66K Buy
+638
New +$64.5K 0.02% 279
2014
Q1
Sell
-1,231
Closed -$7K 495
2013
Q4
$7K Sell
1,231
-48
-4% -$4.42K ﹤0.01% 367
2013
Q3
$23K Buy
1,279
+1,025
+404% +$92K 0.01% 220
2013
Q2
$8K Buy
+254
New +$21.6K ﹤0.01% 341

Other funds holding JNJ

Summit Securities Group's JNJ Position: Q1 2026 in Review

Summit Securities Group reduced its Johnson & Johnson (JNJ) stake by 69% in Q1 2026, selling an estimated $807K and leaving 1,526 shares worth $373K. The position accounts for 0.05% of the portfolio, ranked #171.

Summit Securities Group first reported a position in JNJ in Q2 2013 and has held it in 39 quarters since. The position peaked at $15M in Q2 2013. 4,616 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

  • Summit Securities Group held 1,526 shares of Johnson & Johnson worth $373K as of Q1 2026.
  • Summit Securities Group sold 3,466 Johnson & Johnson shares in Q1 2026, an estimated $807K.
  • Johnson & Johnson made up 0.05% of Summit Securities Group's portfolio in Q1 2026, its #171 holding.
  • Summit Securities Group first reported a position in Johnson & Johnson in Q2 2013 and has held it in 39 quarters since.
  • Summit Securities Group's Johnson & Johnson position peaked at $15M in Q2 2013.
  • 4,616 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.