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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
Q1 		$1.27M Buy
5,179
+1,158
+29% +$270K 0.13% 96
2025
Q4 		$832K Buy
+4,021
New +$795K 0.11% 109
2025
Q3 		– Sell
-3,881
Closed -$593K – 378
2025
Q2 		$593K Buy
+3,881
New +$597K 0.15% 120

Other funds holding JNJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Summit Wealth Group (Colorado)'s JNJ Position: Q1 2026 in Review

Summit Wealth Group (Colorado) increased its Johnson & Johnson (JNJ) stake by 29% in Q1 2026, buying an estimated $270K and bringing the position to 5,179 shares worth $1.27M. The position accounts for 0.13% of the portfolio, ranked #96.

Summit Wealth Group (Colorado) first reported a position in JNJ in Q2 2025 and has held it in 3 quarters since. 4,613 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

  • Summit Wealth Group (Colorado) held 5,179 shares of Johnson & Johnson worth $1.27M as of Q1 2026.
  • Summit Wealth Group (Colorado) bought 1,158 Johnson & Johnson shares in Q1 2026, an estimated $270K.
  • Johnson & Johnson made up 0.13% of Summit Wealth Group (Colorado)'s portfolio in Q1 2026, its #96 holding.
  • Summit Wealth Group (Colorado) first reported a position in Johnson & Johnson in Q2 2025 and has held it in 3 quarters since.
  • 4,613 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q1 2026, filed 23 Apr 2026.