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BWM Planning’s Johnson & Johnson JNJ Stock Holding History

BWM 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 		$1.57M Sell
6,437
-51
-0.8% -$11.9K 0.42% 37
2025
Q4 		$1.34M Buy
6,488
+205
+3% +$40.5K 0.36% 41
2025
Q3 		$1.16M Buy
6,283
+134
+2% +$23K 0.35% 41
2025
Q2 		$939K Sell
6,149
-441
-7% -$67.8K 0.32% 45
2025
Q1 		$1.09M Sell
6,590
-46
-0.7% -$7.2K 0.46% 38
2024
Q4 		$960K Hold
6,636
– – 0.42% 41
2024
Q3 		$1.08M Buy
+6,636
New +$1.06M 0.48% 42

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

BWM Planning's JNJ Position: Q1 2026 in Review

BWM Planning reduced its Johnson & Johnson (JNJ) stake by 0.79% in Q1 2026, selling an estimated $11.9K and leaving 6,437 shares worth $1.57M. The position accounts for 0.42% of the portfolio, ranked #37.

BWM Planning first reported a position in JNJ in Q3 2024 and has held it in 7 quarters since. 4,613 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

  • BWM Planning held 6,437 shares of Johnson & Johnson worth $1.57M as of Q1 2026.
  • BWM Planning sold 51 Johnson & Johnson shares in Q1 2026, an estimated $11.9K.
  • Johnson & Johnson made up 0.42% of BWM Planning's portfolio in Q1 2026, its #37 holding.
  • BWM Planning first reported a position in Johnson & Johnson in Q3 2024 and has held it in 7 quarters since.
  • 4,613 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on BWM Planning's 13F filing for Q1 2026, filed 22 Apr 2026.