Peak Financial Advisors Boosts Johnson & Johnson Holdings

Firm increases stake in pharmaceutical giant by 292% in Q4 2025

Mar. 29, 2026 at 9:27am

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Peak Financial Advisors LLC significantly increased its position in Johnson & Johnson (NYSE: JNJ) during the fourth quarter of 2025, adding 8,907 shares to bring its total holdings to 11,957 shares worth approximately $2.48 million.

Why it matters

Johnson & Johnson is a bellwether stock in the pharmaceutical and healthcare sectors, and institutional investor activity in the company's shares can provide insights into broader market trends and investor sentiment.

The details

According to a 13F filing with the Securities and Exchange Commission, Peak Financial Advisors grew its stake in Johnson & Johnson by 292% during the fourth quarter. The firm now holds approximately 1.1% of its portfolio in JNJ shares, making it the 24th largest holding. The increased position reflects Peak Financial's confidence in Johnson & Johnson's long-term growth prospects.

  • Peak Financial Advisors filed its 13F report for the fourth quarter of 2025 on March 29, 2026.

The players

Peak Financial Advisors LLC

An investment management firm that oversees approximately $2.2 billion in client assets.

Johnson & Johnson

A multinational pharmaceutical and consumer goods company headquartered in New Brunswick, New Jersey.

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The takeaway

The significant increase in Peak Financial Advisors' Johnson & Johnson holdings suggests the firm sees long-term value in the pharmaceutical giant's diversified business model and growth prospects, even as the broader market faces economic uncertainty.