BankPlus Wealth Management
JNJ icon

BankPlus Wealth Management’s Johnson & Johnson JNJ Stock Holding History

BankPlus Wealth Management’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
Q3 		– Sell
-1,167
Closed -$296K – 121
2026
Q2 		$296K Buy
1,167
+2
+0.2% +$466 0.13% 99
2026
Q1 		$285K Buy
1,165
+1
+0.1% +$233 0.15% 98
2025
Q4 		$241K Sell
1,164
-28
-2% -$5.54K 0.13% 102
2025
Q3 		$221K Buy
+1,192
New +$204K 0.13% 101

Other funds holding JNJ

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

BankPlus Wealth Management's JNJ Position: Q3 2026 in Review

BankPlus Wealth Management sold out of Johnson & Johnson (JNJ) in Q3 2026, closing a stake of 1,167 shares — an estimated $296K sold.

BankPlus Wealth Management first reported a position in JNJ in Q3 2025 and held it in 4 quarters. The position peaked at $296K in Q2 2026. 3,869 funds tracked by Wall St. Rank hold JNJ as of Q3 2026.

  • BankPlus Wealth Management reported no remaining Johnson & Johnson position as of Q3 2026 after selling out during the quarter.
  • BankPlus Wealth Management sold 1,167 Johnson & Johnson shares in Q3 2026, an estimated $296K.
  • BankPlus Wealth Management first reported a position in Johnson & Johnson in Q3 2025 and held it in 4 quarters.
  • BankPlus Wealth Management's Johnson & Johnson position peaked at $296K in Q2 2026.
  • 3,869 funds tracked by Wall St. Rank held Johnson & Johnson as of Q3 2026.

Based on BankPlus Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.