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Wescott Financial Advisory Group’s Johnson & Johnson JNJ Stock Holding History

Wescott Financial Advisory 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 		$5.16M Sell
20,318
-508
-2% -$118K 0.4% 38
2026
Q1 		$5.09M Buy
20,826
+1,405
+7% +$327K 0.45% 34
2025
Q4 		$4.02M Sell
19,421
-47
-0.2% -$9.29K 0.35% 43
2025
Q3 		$3.61M Buy
19,468
+139
+0.7% +$23.8K 0.32% 45
2025
Q2 		$2.95M Buy
19,329
+110
+0.6% +$16.9K 0.28% 49
2025
Q1 		$3.19M Sell
19,219
-430
-2% -$67.3K 0.33% 46
2024
Q4 		$2.84M Sell
19,649
-709
-3% -$110K 0.29% 46
2024
Q3 		$3.3M Buy
20,358
+3,721
+22% +$593K 0.35% 45
2024
Q2 		$2.43M Buy
16,637
+5,581
+50% +$830K 0.28% 50
2024
Q1 		$1.75M Buy
11,056
+1,733
+19% +$276K 0.22% 54
2023
Q4 		$1.46M Buy
9,323
+332
+4% +$50.9K 0.2% 58
2023
Q3 		$1.4M Sell
8,991
-654
-7% -$108K 0.26% 57
2023
Q2 		$1.6M Sell
9,645
-920
-9% -$148K 0.28% 55
2023
Q1 		$1.64M Buy
10,565
+223
+2% +$36K 0.36% 48
2022
Q4 		$1.83M Sell
10,342
-259
-2% -$44.7K 0.39% 47
2022
Q3 		$1.73M Buy
10,601
+600
+6% +$102K 0.48% 37
2022
Q2 		$1.77M Buy
10,001
+160
+2% +$28.5K 0.48% 36
2022
Q1 		$1.74M Sell
9,841
-1,652
-14% -$281K 0.45% 37
2021
Q4 		$1.97M Sell
11,493
-801
-7% -$131K 1.01% 14
2021
Q3 		$1.99M Sell
12,294
-935
-7% -$160K 1.12% 12
2021
Q2 		$2.28M Buy
13,229
+608
+5% +$101K 1.34% 9
2021
Q1 		$2.07M Buy
12,621
+522
+4% +$84.5K 1.35% 9
2020
Q4 		$1.9M Buy
+12,099
New +$1.79M 1.34% 10

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

Wescott Financial Advisory Group's JNJ Position: Q2 2026 in Review

Wescott Financial Advisory Group reduced its Johnson & Johnson (JNJ) stake by 2.4% in Q2 2026, selling an estimated $118K and leaving 20,318 shares worth $5.16M. The position accounts for 0.4% of the portfolio, ranked #38.

Wescott Financial Advisory Group first reported a position in JNJ in Q4 2020 and has held it in 23 quarters since. 4,688 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Wescott Financial Advisory Group held 20,318 shares of Johnson & Johnson worth $5.16M as of Q2 2026.
  • Wescott Financial Advisory Group sold 508 Johnson & Johnson shares in Q2 2026, an estimated $118K.
  • Johnson & Johnson made up 0.4% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #38 holding.
  • Wescott Financial Advisory Group first reported a position in Johnson & Johnson in Q4 2020 and has held it in 23 quarters since.
  • 4,688 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.