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Beacon Financial Planning’s Johnson & Johnson JNJ Stock Holding History

Beacon Financial Planning’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 		$1.17M Sell
4,606
-105
-2% -$24.5K 0.4% 38
2026
Q1 		$1.15M Buy
4,711
+113
+2% +$26.3K 0.45% 35
2025
Q4 		$952K Buy
4,598
+3
+0.1% +$593 0.46% 34
2025
Q3 		$852K Buy
4,595
+13
+0.3% +$2.23K 0.44% 34
2025
Q2 		$700K Buy
4,582
+4
+0.1% +$615 0.39% 35
2025
Q1 		$759K Sell
4,578
-1,032
-18% -$161K 0.44% 34
2024
Q4 		$811K Buy
5,610
+4
+0.1% +$620 0.47% 31
2024
Q3 		$909K Buy
5,606
+3
+0.1% +$478 0.56% 24
2024
Q2 		$819K Buy
5,603
+423
+8% +$62.9K 0.56% 22
2024
Q1 		$819K Sell
5,180
-210
-4% -$33.4K 0.57% 21
2023
Q4 		$845K Buy
5,390
+4
+0.1% +$613 0.66% 15
2023
Q3 		$839K Sell
5,386
-364
-6% -$60.1K 0.73% 14
2023
Q2 		$952K Buy
+5,750
New +$928K 0.81% 12

Other funds holding JNJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Beacon Financial Planning's JNJ Position: Q2 2026 in Review

Beacon Financial Planning reduced its Johnson & Johnson (JNJ) stake by 2.2% in Q2 2026, selling an estimated $24.5K and leaving 4,606 shares worth $1.17M. The position accounts for 0.4% of the portfolio, ranked #38.

Beacon Financial Planning first reported a position in JNJ in Q2 2023 and has held it in 13 quarters since. 4,665 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Beacon Financial Planning held 4,606 shares of Johnson & Johnson worth $1.17M as of Q2 2026.
  • Beacon Financial Planning sold 105 Johnson & Johnson shares in Q2 2026, an estimated $24.5K.
  • Johnson & Johnson made up 0.4% of Beacon Financial Planning's portfolio in Q2 2026, its #38 holding.
  • Beacon Financial Planning first reported a position in Johnson & Johnson in Q2 2023 and has held it in 13 quarters since.
  • 4,665 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Beacon Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.