SWG
JNJ icon

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

Summit Wealth 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
2026
Q1 		$453K Sell
1,852
-27
-1% -$6.29K 0.1% 81
2025
Q4 		$389K Buy
1,879
+144
+8% +$28.5K 0.09% 82
2025
Q3 		$322K Sell
1,735
-15
-0.9% -$2.57K 0.08% 89
2025
Q2 		$267K Buy
1,750
+88
+5% +$13.5K 0.07% 94
2025
Q1 		$276K Buy
1,662
+6
+0.4% +$939 0.08% 84
2024
Q4 		$240K Sell
1,656
-43
-3% -$6.66K 0.07% 88
2024
Q3 		$275K Buy
1,699
+7
+0.4% +$1.11K 0.08% 79
2024
Q2 		$247K Buy
+1,692
New +$252K 0.07% 83
2023
Q3 		– Sell
-1,610
Closed -$267K – 54
2023
Q2 		$267K Sell
1,610
-247,951
-99% -$40M 0.11% 62
2023
Q1 		$2K Buy
+249,561
New +$40.3M 0.05% 92
2021
Q4 		– Sell
-1,581
Closed -$255K – 40
2021
Q3 		$255K Buy
+1,581
New +$270K 0.4% 37
2021
Q1 		– Sell
-1,688
Closed -$266K – 200
2020
Q4 		$266K Hold
1,688
– – 0.17% 36
2020
Q3 		$251K Sell
1,688
-145
-8% -$21.5K 0.22% 28
2020
Q2 		$258K Buy
1,833
+135
+8% +$19.7K 0.24% 27
2020
Q1 		$223K Hold
1,698
– – 0.23% 27
2019
Q4 		$248K Buy
+1,698
New +$230K 0.23% 26

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's JNJ Position: Q1 2026 in Review

Summit Wealth Group reduced its Johnson & Johnson (JNJ) stake by 1.4% in Q1 2026, selling an estimated $6.29K and leaving 1,852 shares worth $453K. The position accounts for 0.1% of the portfolio, ranked #81.

Summit Wealth Group first reported a position in JNJ in Q4 2019 and has held it in 16 quarters since. 4,616 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

  • Summit Wealth Group held 1,852 shares of Johnson & Johnson worth $453K as of Q1 2026.
  • Summit Wealth Group sold 27 Johnson & Johnson shares in Q1 2026, an estimated $6.29K.
  • Johnson & Johnson made up 0.1% of Summit Wealth Group's portfolio in Q1 2026, its #81 holding.
  • Summit Wealth Group first reported a position in Johnson & Johnson in Q4 2019 and has held it in 16 quarters since.
  • 4,616 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.