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Summit Wealth & Retirement Planning’s Johnson & Johnson JNJ Stock Holding History

Summit Wealth & Retirement Planning’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 		$519K Buy
2,125
+18
+0.9% +$4.19K 0.12% 61
2025
Q4 		$436K Buy
2,107
+14
+0.7% +$2.77K 0.1% 68
2025
Q3 		$388K Sell
2,093
-1
-0% -$171 0.1% 67
2025
Q2 		$320K Buy
2,094
+48
+2% +$7.38K 0.09% 73
2025
Q1 		$339K Buy
2,046
+1
+0% +$156 0.1% 58
2024
Q4 		$296K Buy
2,045
+510
+33% +$79K 0.09% 57
2024
Q3 		$249K Hold
1,535
– – 0.08% 59
2024
Q2 		$224K Sell
1,535
-695
-31% -$103K 0.08% 60
2024
Q1 		$353K Buy
+2,230
New +$355K 0.13% 47
2023
Q2 		– Sell
-1,395
Closed -$216K – 82
2023
Q1 		$216K Buy
1,395
+25
+2% +$4.04K 0.08% 99
2022
Q4 		$242K Hold
1,370
– – 0.1% 92
2022
Q3 		$224K Sell
1,370
-30
-2% -$5.08K 0.09% 101
2022
Q2 		$249K Buy
+1,400
New +$249K 0.1% 101
2020
Q1 		– Sell
-1,462
Closed -$213K – 123
2019
Q4 		$213K Sell
1,462
-414
-22% -$56.2K 0.09% 116
2019
Q3 		$243K Sell
1,876
-30
-2% -$3.95K 0.15% 110
2019
Q2 		$265K Sell
1,906
-75
-4% -$10.4K 0.16% 113
2019
Q1 		$277K Hold
1,981
– – 0.16% 115
2018
Q4 		$256K Buy
+1,981
New +$276K 0.19% 101

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 & Retirement Planning's JNJ Position: Q1 2026 in Review

Summit Wealth & Retirement Planning increased its Johnson & Johnson (JNJ) stake by 0.85% in Q1 2026, buying an estimated $4.19K and bringing the position to 2,125 shares worth $519K. The position accounts for 0.12% of the portfolio, ranked #61.

Summit Wealth & Retirement Planning first reported a position in JNJ in Q4 2018 and has held it in 18 quarters since. 4,613 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

  • Summit Wealth & Retirement Planning held 2,125 shares of Johnson & Johnson worth $519K as of Q1 2026.
  • Summit Wealth & Retirement Planning bought 18 Johnson & Johnson shares in Q1 2026, an estimated $4.19K.
  • Johnson & Johnson made up 0.12% of Summit Wealth & Retirement Planning's portfolio in Q1 2026, its #61 holding.
  • Summit Wealth & Retirement Planning first reported a position in Johnson & Johnson in Q4 2018 and has held it in 18 quarters since.
  • 4,613 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.