Asset Planning Inc’s Johnson & Johnson JNJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.2M Sell
4,722
-274
-5% -$63.9K 0.78% 28
2026
Q1
$1.22M Buy
4,996
+16
+0.3% +$3.73K 0.87% 26
2025
Q4
$1.03M Buy
4,980
+34
+0.7% +$6.72K 0.72% 25
2025
Q3
$917K Sell
4,946
-232
-4% -$39.7K 0.66% 27
2025
Q2
$791K Sell
5,178
-240
-4% -$36.9K 0.6% 30
2025
Q1
$899K Sell
5,418
-79
-1% -$12.4K 0.7% 29
2024
Q4
$795K Buy
+5,497
New +$852K 0.61% 33

Other funds holding JNJ

Asset Planning Inc's JNJ Position: Q2 2026 in Review

Asset Planning Inc reduced its Johnson & Johnson (JNJ) stake by 5.5% in Q2 2026, selling an estimated $63.9K and leaving 4,722 shares worth $1.2M. The position accounts for 0.78% of the portfolio, ranked #28.

Asset Planning Inc first reported a position in JNJ in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.22M in Q1 2026. 4,665 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Asset Planning Inc held 4,722 shares of Johnson & Johnson worth $1.2M as of Q2 2026.
  • Asset Planning Inc sold 274 Johnson & Johnson shares in Q2 2026, an estimated $63.9K.
  • Johnson & Johnson made up 0.78% of Asset Planning Inc's portfolio in Q2 2026, its #28 holding.
  • Asset Planning Inc first reported a position in Johnson & Johnson in Q4 2024 and has held it in 7 quarters since.
  • Asset Planning Inc's Johnson & Johnson position peaked at $1.22M in Q1 2026.
  • 4,665 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.