BWM Planning’s Johnson & Johnson JNJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.76M Buy
6,911
+474
+7% +$110K 0.41% 36
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

BWM Planning's JNJ Position: Q2 2026 in Review

BWM Planning increased its Johnson & Johnson (JNJ) stake by 7.4% in Q2 2026, buying an estimated $110K and bringing the position to 6,911 shares worth $1.76M. The position accounts for 0.41% of the portfolio, ranked #36.

BWM Planning first reported a position in JNJ in Q3 2024 and has held it in 8 quarters since. 4,677 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • BWM Planning held 6,911 shares of Johnson & Johnson worth $1.76M as of Q2 2026.
  • BWM Planning bought 474 Johnson & Johnson shares in Q2 2026, an estimated $110K.
  • Johnson & Johnson made up 0.41% of BWM Planning's portfolio in Q2 2026, its #36 holding.
  • BWM Planning first reported a position in Johnson & Johnson in Q3 2024 and has held it in 8 quarters since.
  • 4,677 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on BWM Planning's 13F filing for Q2 2026, filed 23 Jul 2026.