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Summit Wealth Group (Colorado)’s Johnson & Johnson JNJ Stock Holding History

Summit Wealth Group (Colorado)’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 		$1.49M Buy
5,881
+702
+14% +$164K 0.12% 102
2026
Q1 		$1.27M Buy
5,179
+1,158
+29% +$270K 0.13% 96
2025
Q4 		$832K Sell
4,021
-5,308
-57% -$1.05M 0.11% 109
2025
Q3 		$1.45M Buy
9,329
+5,448
+140% +$933K 0.15% 118
2025
Q2 		$593K Buy
+3,881
New +$597K 0.15% 120

Other funds holding JNJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Summit Wealth Group (Colorado)'s JNJ Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Johnson & Johnson (JNJ) stake by 14% in Q2 2026, buying an estimated $164K and bringing the position to 5,881 shares worth $1.49M. The position accounts for 0.12% of the portfolio, ranked #102.

Summit Wealth Group (Colorado) first reported a position in JNJ in Q2 2025 and has held it in 5 quarters since. 4,677 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Summit Wealth Group (Colorado) held 5,881 shares of Johnson & Johnson worth $1.49M as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 702 Johnson & Johnson shares in Q2 2026, an estimated $164K.
  • Johnson & Johnson made up 0.12% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #102 holding.
  • Summit Wealth Group (Colorado) first reported a position in Johnson & Johnson in Q2 2025 and has held it in 5 quarters since.
  • 4,677 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.