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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
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 		$406 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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Briaud Financial Planning's JNJ Position: Q1 2026 in Review

Briaud Financial Planning held its Johnson & Johnson (JNJ) position steady in Q1 2026 at 1,231 shares worth $301K. The position accounts for 0.08% of the portfolio, ranked #29.

Briaud Financial Planning first reported a position in JNJ in Q4 2019 and has held it in 24 quarters since. The position peaked at $469K in Q1 2021. 4,613 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

  • Briaud Financial Planning held 1,231 shares of Johnson & Johnson worth $301K as of Q1 2026.
  • Briaud Financial Planning left its Johnson & Johnson share count unchanged in Q1 2026.
  • Johnson & Johnson made up 0.08% of Briaud Financial Planning's portfolio in Q1 2026, its #29 holding.
  • Briaud Financial Planning first reported a position in Johnson & Johnson in Q4 2019 and has held it in 24 quarters since.
  • Briaud Financial Planning's Johnson & Johnson position peaked at $469K in Q1 2021.
  • 4,613 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Briaud Financial Planning's 13F filing for Q1 2026, filed 10 Apr 2026.