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WMG Financial Advisors’s Johnson & Johnson JNJ Stock Holding History

WMG Financial Advisors’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 		$373K Buy
1,470
+8
+0.5% +$1.86K 0.14% 70
2026
Q1 		$357K Sell
1,462
-555
-28% -$129K 0.15% 66
2025
Q4 		$417K Sell
2,017
-21
-1% -$4.15K 0.17% 68
2025
Q3 		$377K Sell
2,038
-62
-3% -$10.6K 0.13% 112
2025
Q2 		$321K Buy
2,100
+51
+2% +$7.84K 0.12% 120
2025
Q1 		$340K Buy
2,049
+522
+34% +$81.7K 0.14% 99
2024
Q4 		$221K Sell
1,527
-99
-6% -$15.3K 0.1% 148
2024
Q3 		$263K Sell
1,626
-7
-0.4% -$1.11K 0.12% 131
2024
Q2 		$239K Sell
1,633
-89
-5% -$13.2K 0.13% 134
2024
Q1 		$272K Buy
1,722
+265
+18% +$42.2K 0.16% 103
2023
Q4 		$228K Sell
1,457
-384
-21% -$58.9K 0.15% 103
2023
Q3 		$287K Buy
1,841
+62
+3% +$10.2K 0.24% 71
2023
Q2 		$294K Sell
1,779
-1
-0.1% -$161 0.22% 81
2023
Q1 		$276K Buy
1,780
+14
+0.8% +$2.26K 0.23% 75
2022
Q4 		$312K Sell
1,766
-326
-16% -$56.3K 0.27% 81
2022
Q3 		$340K Buy
2,092
+21
+1% +$3.55K 0.31% 72
2022
Q2 		$367K Sell
2,071
-39
-2% -$6.95K 0.32% 73
2022
Q1 		$374K Buy
2,110
+81
+4% +$13.8K 0.27% 87
2021
Q4 		$347K Buy
+2,029
New +$332K 0.27% 102

Other funds holding JNJ

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
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
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

WMG Financial Advisors's JNJ Position: Q2 2026 in Review

WMG Financial Advisors increased its Johnson & Johnson (JNJ) stake by 0.55% in Q2 2026, buying an estimated $1.86K and bringing the position to 1,470 shares worth $373K. The position accounts for 0.14% of the portfolio, ranked #70.

WMG Financial Advisors first reported a position in JNJ in Q4 2021 and has held it in 19 quarters since. The position peaked at $417K in Q4 2025. 2,222 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • WMG Financial Advisors held 1,470 shares of Johnson & Johnson worth $373K as of Q2 2026.
  • WMG Financial Advisors bought 8 Johnson & Johnson shares in Q2 2026, an estimated $1.86K.
  • Johnson & Johnson made up 0.14% of WMG Financial Advisors's portfolio in Q2 2026, its #70 holding.
  • WMG Financial Advisors first reported a position in Johnson & Johnson in Q4 2021 and has held it in 19 quarters since.
  • WMG Financial Advisors's Johnson & Johnson position peaked at $417K in Q4 2025.
  • 2,222 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on WMG Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.