Sweeney & Michel’s Johnson & Johnson JNJ Stock Holding History

Sweeney & Michel’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	$7.21M	Sell	27,794 -2,313	-8%	-$539K	1.89%	14
2026 Q1	$7.16M	Buy	30,107 +61	+0.2%	+$14.2K	2.11%	11
2025 Q4	$7.24M	Sell	30,046 -4,470	-13%	-$884K	2.14%	11
2025 Q3	$6.58M	Buy	34,516 +751	+2%	+$129K	2.21%	11
2025 Q2	$5.3M	Sell	33,765 -761	-2%	-$117K	1.88%	16
2025 Q1	$5.18M	Buy	+34,526	New	+$5.4M	2.27%	11
2024 Q3	$5.77M	Buy	34,954 +162	+0.5%	+$25.8K	2.27%	12
2024 Q2	$5.12M	Sell	34,792 -282	-0.8%	-$41.9K	2.18%	14
2024 Q1	$5.31M	Buy	+35,074	New	+$5.58M	2.35%	13
2023 Q3	$4.68M	Sell	31,098 -241	-0.8%	-$39.8K	2.45%	12
2023 Q2	$5.43M	Buy	31,339 +1,212	+4%	+$196K	2.8%	9
2023 Q1	$4.77M	Buy	+30,127	New	+$4.86M	2.54%	11

Other funds holding JNJ

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sweeney & Michel's JNJ Position: Q2 2026 in Review

Sweeney & Michel reduced its Johnson & Johnson (JNJ) stake by 7.7% in Q2 2026, selling an estimated $539K and leaving 27,794 shares worth $7.21M. The position accounts for 1.89% of the portfolio, ranked #14.

Sweeney & Michel first reported a position in JNJ in Q1 2023 and has held it in 12 quarters since. The position peaked at $7.24M in Q4 2025. 4,678 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

Sweeney & Michel held 27,794 shares of Johnson & Johnson worth $7.21M as of Q2 2026.
Sweeney & Michel sold 2,313 Johnson & Johnson shares in Q2 2026, an estimated $539K.
Johnson & Johnson made up 1.89% of Sweeney & Michel's portfolio in Q2 2026, its #14 holding.
Sweeney & Michel first reported a position in Johnson & Johnson in Q1 2023 and has held it in 12 quarters since.
Sweeney & Michel's Johnson & Johnson position peaked at $7.24M in Q4 2025.
4,678 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.