Creative Planning’s Johnson & Johnson JNJ Stock Holding History

Creative 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
2025 Q4	–	Sell	-4,200	Closed	-$1.81K	–	4014
2025 Q3	$1.81K	Hold	4,200	–	–	﹤0.01%	3879
2025 Q2	$14.1K	Buy	+4,200	New	+$646K	﹤0.01%	3605
2022 Q2	–	Sell	-7,500	Closed	-$16K	–	2415
2022 Q1	$16K	Buy	+7,500	New	+$1.28M	﹤0.01%	2160
2021 Q4	–	Sell	-4,600	Closed	-$15K	–	2155
2021 Q3	$15K	Buy	+4,600	New	+$785K	﹤0.01%	2059
2021 Q2	–	Sell	-27,300	Closed	-$5K	–	2336
2021 Q1	$5K	Hold	27,300	–	–	﹤0.01%	2518
2020 Q4	$1K	Hold	27,300	–	–	﹤0.01%	2324
2020 Q3	$6K	Hold	27,300	–	–	﹤0.01%	2039
2020 Q2	$79K	Buy	27,300 +13,600	+99%	+$1.98M	﹤0.01%	1701
2020 Q1	$133K	Buy	+13,700	New	+$1.94M	﹤0.01%	1480
2019 Q4	–	Sell	-27,300	Closed	-$83K	–	2059
2019 Q3	$83K	Hold	27,300	–	–	﹤0.01%	1743
2019 Q2	$75K	Buy	+27,300	New	+$3.78M	﹤0.01%	1772

Other funds holding JNJ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning's JNJ Position: Q1 2026 in Review

Creative Planning increased its Johnson & Johnson (JNJ) stake by 7.6% in Q1 2026, buying an estimated $22M and bringing the position to 1,341,281 shares worth $328M. The position accounts for 0.22% of the portfolio, ranked #50.

Creative Planning first reported a position in JNJ in Q2 2013 and has held it in 52 quarters since. 4,615 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

Creative Planning held 1,341,281 shares of Johnson & Johnson worth $328M as of Q1 2026.
Creative Planning bought 94,624 Johnson & Johnson shares in Q1 2026, an estimated $22M.
Johnson & Johnson made up 0.22% of Creative Planning's portfolio in Q1 2026, its #50 holding.
Creative Planning first reported a position in Johnson & Johnson in Q2 2013 and has held it in 52 quarters since.
4,615 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.