Western Financial Corp’s Johnson & Johnson JNJ Stock Holding History

Western Financial Corp’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	$4.78M	Buy	18,819 +16,239	+629%	+$3.78M	1.4%	16
2026 Q1	$631K	Buy	+2,580	New	+$601K	0.25%	83
2023 Q2	–	Sell	-1,535	Closed	-$238K	–	114
2023 Q1	$238K	Sell	1,535 -3,963	-72%	-$640K	0.17%	107
2022 Q4	$971K	Buy	5,498 +113	+2%	+$19.5K	0.63%	28
2022 Q3	$880K	Buy	5,385 +3	+0.1%	+$508	0.62%	30
2022 Q2	$955K	Sell	5,382 -803	-13%	-$143K	0.68%	28
2022 Q1	$1.1M	Buy	6,185 +513	+9%	+$87.3K	0.64%	33
2021 Q4	$970K	Buy	5,672 +602	+12%	+$98.6K	0.51%	37
2021 Q3	$819K	Sell	5,070 -1,984	-28%	-$338K	0.49%	38
2021 Q2	$1.16M	Buy	7,054 +350	+5%	+$57.9K	0.63%	27
2021 Q1	$1.1M	Buy	6,704 +529	+9%	+$85.6K	0.67%	15
2020 Q4	$971K	Buy	+6,175	New	+$911K	0.64%	19

Other funds holding JNJ

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Western Financial Corp's JNJ Position: Q2 2026 in Review

Western Financial Corp increased its Johnson & Johnson (JNJ) stake by 629% in Q2 2026, buying an estimated $3.78M and bringing the position to 18,819 shares worth $4.78M. The position accounts for 1.4% of the portfolio, ranked #16.

Western Financial Corp first reported a position in JNJ in Q4 2020 and has held it in 12 quarters since. 2,379 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

Western Financial Corp held 18,819 shares of Johnson & Johnson worth $4.78M as of Q2 2026.
Western Financial Corp bought 16,239 Johnson & Johnson shares in Q2 2026, an estimated $3.78M.
Johnson & Johnson made up 1.4% of Western Financial Corp's portfolio in Q2 2026, its #16 holding.
Western Financial Corp first reported a position in Johnson & Johnson in Q4 2020 and has held it in 12 quarters since.
2,379 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Western Financial Corp's 13F filing for Q2 2026, filed 22 Jul 2026.