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

Summit Wealth Partners’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 		$3.4M Sell
13,396
-117
-0.9% -$27.3K 0.48% 51
2026
Q1 		$3.3M Buy
13,513
+2,771
+26% +$645K 0.52% 47
2025
Q4 		$2.22M Sell
10,742
-16
-0.1% -$3.16K 0.41% 51
2025
Q3 		$1.99M Buy
10,758
+716
+7% +$123K 0.36% 54
2025
Q2 		$1.53M Sell
10,042
-59
-0.6% -$9.07K 0.29% 63
2025
Q1 		$1.68M Sell
10,101
-319
-3% -$49.9K 0.34% 59
2024
Q4 		$1.51M Buy
10,420
+402
+4% +$62.3K 0.31% 62
2024
Q3 		$1.62M Buy
10,018
+11
+0.1% +$1.75K 0.31% 64
2024
Q2 		$1.46M Buy
10,007
+61
+0.6% +$9.07K 0.3% 66
2024
Q1 		$1.57M Buy
9,946
+5
+0.1% +$796 0.34% 57
2023
Q4 		$1.56M Sell
9,941
-20
-0.2% -$3.07K 0.36% 52
2023
Q3 		$1.55M Buy
9,961
+832
+9% +$137K 0.4% 44
2023
Q2 		$1.51M Sell
9,129
-464
-5% -$74.9K 0.38% 47
2023
Q1 		$1.49M Sell
9,593
-99
-1% -$16K 0.38% 48
2022
Q4 		$1.71M Sell
9,692
-174
-2% -$30K 0.45% 42
2022
Q3 		$1.61M Sell
9,866
-286
-3% -$48.4K 0.45% 40
2022
Q2 		$1.8M Sell
10,152
-350
-3% -$62.4K 0.48% 36
2022
Q1 		$1.86M Buy
10,502
+184
+2% +$31.3K 0.42% 37
2021
Q4 		$1.77M Sell
10,318
-125
-1% -$20.5K 0.38% 39
2021
Q3 		$1.69M Sell
10,443
-11
-0.1% -$1.88K 0.4% 39
2021
Q2 		$1.72M Buy
10,454
+233
+2% +$38.6K 0.41% 37
2021
Q1 		$1.68M Sell
10,221
-149
-1% -$24.1K 0.43% 36
2020
Q4 		$1.63M Hold
10,370
– – 0.44% 36
2020
Q3 		$1.54M Sell
10,370
-46
-0.4% -$6.81K 0.46% 38
2020
Q2 		$1.46M Buy
10,416
+46
+0.4% +$6.7K 0.47% 39
2020
Q1 		$1.36M Buy
10,370
+2,126
+26% +$302K 0.55% 33
2019
Q4 		$1.2M Buy
+8,244
New +$1.12M 0.42% 42

Other funds holding JNJ

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Summit Wealth Partners's JNJ Position: Q2 2026 in Review

Summit Wealth Partners reduced its Johnson & Johnson (JNJ) stake by 0.87% in Q2 2026, selling an estimated $27.3K and leaving 13,396 shares worth $3.4M. The position accounts for 0.48% of the portfolio, ranked #51.

Summit Wealth Partners first reported a position in JNJ in Q4 2019 and has held it in 27 quarters since. 2,503 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Summit Wealth Partners held 13,396 shares of Johnson & Johnson worth $3.4M as of Q2 2026.
  • Summit Wealth Partners sold 117 Johnson & Johnson shares in Q2 2026, an estimated $27.3K.
  • Johnson & Johnson made up 0.48% of Summit Wealth Partners's portfolio in Q2 2026, its #51 holding.
  • Summit Wealth Partners first reported a position in Johnson & Johnson in Q4 2019 and has held it in 27 quarters since.
  • 2,503 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.