Sun Financial’s Johnson & Johnson JNJ Stock Holding History

Sun Financial’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	$564K	Sell	2,445 -215	-8%	-$50.1K	0.28%	83
2025 Q4	$550K	Buy	+2,660	New	+$526K	0.31%	87

Other funds holding JNJ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sun Financial's JNJ Position: Q1 2026 in Review

Sun Financial reduced its Johnson & Johnson (JNJ) stake by 8.1% in Q1 2026, selling an estimated $50.1K and leaving 2,445 shares worth $564K. The position accounts for 0.28% of the portfolio, ranked #83.

Sun Financial first reported a position in JNJ in Q4 2025 and has held it in 2 quarters since. 4,628 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

Sun Financial held 2,445 shares of Johnson & Johnson worth $564K as of Q1 2026.
Sun Financial sold 215 Johnson & Johnson shares in Q1 2026, an estimated $50.1K.
Johnson & Johnson made up 0.28% of Sun Financial's portfolio in Q1 2026, its #83 holding.
Sun Financial first reported a position in Johnson & Johnson in Q4 2025 and has held it in 2 quarters since.
4,628 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Sun Financial's 13F filing for Q1 2026, filed 15 May 2026.