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Capital & Planning LLC’s Johnson & Johnson JNJ Stock Holding History

Capital & Planning LLC’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 		$206K Buy
+844
New +$197K 0.13% 42
2025
Q3 		– Sell
-14,779
Closed -$2.26M – 40
2025
Q2 		$2.26M Sell
14,779
-3,261
-18% -$501K 1.53% 17
2025
Q1 		$2.99M Sell
18,040
-463
-3% -$72.4K 2.22% 12
2024
Q4 		$2.68M Buy
+18,503
New +$2.87M 1.96% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital & Planning LLC's JNJ Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in Johnson & Johnson (JNJ) in Q1 2026: 844 shares worth $206K. The stake represents 0.13% of the portfolio and ranks #42 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in JNJ as recently as Q2 2025.

Capital & Planning LLC first reported a position in JNJ in Q4 2024 and has held it in 4 quarters since. The position peaked at $2.99M in Q1 2025. 4,641 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

  • Capital & Planning LLC held 844 shares of Johnson & Johnson worth $206K as of Q1 2026.
  • Johnson & Johnson was a new Capital & Planning LLC position in Q1 2026.
  • Johnson & Johnson made up 0.13% of Capital & Planning LLC's portfolio in Q1 2026, its #42 holding.
  • Capital & Planning LLC first reported a position in Johnson & Johnson in Q4 2024 and has held it in 4 quarters since.
  • Capital & Planning LLC's Johnson & Johnson position peaked at $2.99M in Q1 2025.
  • 4,641 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.