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

Briaud 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 		$313K Hold
1,231
– – 0.08% 30
2026
Q1 		$301K Hold
1,231
– – 0.08% 29
2025
Q4 		$255K Sell
1,231
-22
-2% -$4.35K 0.06% 30
2025
Q3 		$232K Hold
1,253
– – 0.08% 29
2025
Q2 		$191K Hold
1,253
– – 0.08% 38
2025
Q1 		$207K Hold
1,253
– – 0.08% 32
2024
Q4 		$181K Hold
1,253
– – 0.07% 30
2024
Q3 		$203K Buy
1,253
+100
+9% +$15.9K 0.1% 26
2024
Q2 		$168K Buy
1,153
+99
+9% +$14.7K 0.1% 28
2024
Q1 		$167K Buy
+1,054
New +$168K 0.09% 27
2023
Q4 		– Sell
-1,240
Closed -$193K – 89
2023
Q3 		$193K Hold
1,240
– – 0.16% 22
2023
Q2 		$205K Buy
+1,240
New +$200K 0.19% 20
2023
Q1 		– Sell
-1,273
Closed -$224K – 23
2022
Q4 		$224K Sell
1,273
-1,269
-50% -$219K 0.18% 20
2022
Q3 		$444K Buy
2,542
+39
+2% +$6.6K 0.39% 13
2022
Q2 		$444K Hold
2,503
– – 0.29% 14
2022
Q1 		$443K Buy
2,503
+90
+4% +$15.3K 0.25% 15
2021
Q4 		$412K Hold
2,413
– – 0.22% 15
2021
Q3 		$389K Hold
2,413
– – 0.26% 13
2021
Q2 		$397K Sell
2,413
-440
-15% -$72.8K 0.26% 13
2021
Q1 		$469K Buy
2,853
+268
+10% +$43.4K 0.35% 13
2020
Q4 		$406K Sell
2,585
-1
-0% -$148 0.26% 13
2020
Q3 		$385K Hold
2,586
– – 0.28% 12
2020
Q2 		$363K Hold
2,586
– – 0.28% 10
2020
Q1 		$339K Hold
2,586
– – 0.49% 10
2019
Q4 		$377K Buy
+2,586
New +$351K 0.38% 13

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

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

Briaud Financial Planning held its Johnson & Johnson (JNJ) position steady in Q2 2026 at 1,231 shares worth $313K. The position accounts for 0.08% of the portfolio, ranked #30.

Briaud Financial Planning first reported a position in JNJ in Q4 2019 and has held it in 25 quarters since. The position peaked at $469K in Q1 2021. 4,677 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Briaud Financial Planning held 1,231 shares of Johnson & Johnson worth $313K as of Q2 2026.
  • Briaud Financial Planning left its Johnson & Johnson share count unchanged in Q2 2026.
  • Johnson & Johnson made up 0.08% of Briaud Financial Planning's portfolio in Q2 2026, its #30 holding.
  • Briaud Financial Planning first reported a position in Johnson & Johnson in Q4 2019 and has held it in 25 quarters since.
  • Briaud Financial Planning's Johnson & Johnson position peaked at $469K in Q1 2021.
  • 4,677 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Briaud Financial Planning's 13F filing for Q2 2026, filed 30 Jul 2026.