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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
Q2 		$516K Buy
2,032
+180
+10% +$42K 0.11% 77
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 Buy
1,610
+1,597
+12,285% +$258K 0.11% 62
2023
Q1 		$2K Buy
+13
New +$2.1K 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 $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's JNJ Position: Q2 2026 in Review

Summit Wealth Group increased its Johnson & Johnson (JNJ) stake by 9.7% in Q2 2026, buying an estimated $42K and bringing the position to 2,032 shares worth $516K. The position accounts for 0.11% of the portfolio, ranked #77.

Summit Wealth Group first reported a position in JNJ in Q4 2019 and has held it in 17 quarters since. 4,685 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Summit Wealth Group held 2,032 shares of Johnson & Johnson worth $516K as of Q2 2026.
  • Summit Wealth Group bought 180 Johnson & Johnson shares in Q2 2026, an estimated $42K.
  • Johnson & Johnson made up 0.11% of Summit Wealth Group's portfolio in Q2 2026, its #77 holding.
  • Summit Wealth Group first reported a position in Johnson & Johnson in Q4 2019 and has held it in 17 quarters since.
  • 4,685 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.