Falcon Wealth 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
$1.12M Sell
4,395
-213
-5% -$49.6K 0.07% 87
2026
Q1
$1.13M Buy
4,608
+323
+8% +$75.2K 0.08% 79
2025
Q4
$887K Buy
4,285
+593
+16% +$117K 0.07% 82
2025
Q3
$684K Buy
3,692
+190
+5% +$32.6K 0.06% 94
2025
Q2
$535K Buy
3,502
+157
+5% +$24.1K 0.05% 99
2025
Q1
$555K Buy
3,345
+521
+18% +$81.5K 0.06% 93
2024
Q4
$408K Sell
2,824
-28
-1% -$4.34K 0.05% 114
2024
Q3
$462K Buy
2,852
+158
+6% +$25.2K 0.05% 93
2024
Q2
$394K Sell
2,694
-132
-5% -$19.6K 0.05% 92
2024
Q1
$447K Sell
2,826
-275
-9% -$43.8K 0.07% 85
2023
Q4
$486K Buy
3,101
+1,311
+73% +$201K 0.09% 76
2023
Q3
$279K Sell
1,790
-510
-22% -$84.2K 0.06% 85
2023
Q2
$381K Buy
2,300
+669
+41% +$108K 0.08% 67
2023
Q1
$253K Buy
1,631
+38
+2% +$6.14K 0.06% 80
2022
Q4
$281K Sell
1,593
-159
-9% -$27.5K 0.08% 74
2022
Q3
$286K Buy
1,752
+136
+8% +$23K 0.09% 72
2022
Q2
$287K Sell
1,616
-95
-6% -$16.9K 0.1% 68
2022
Q1
$303K Buy
1,711
+248
+17% +$42.2K 0.09% 63
2021
Q4
$250K Sell
1,463
-116
-7% -$19K 0.08% 66
2021
Q3
$255K Buy
+1,579
New +$269K 0.1% 62

Other funds holding JNJ

Falcon Wealth Planning's JNJ Position: Q2 2026 in Review

Falcon Wealth Planning reduced its Johnson & Johnson (JNJ) stake by 4.6% in Q2 2026, selling an estimated $49.6K and leaving 4,395 shares worth $1.12M. The position accounts for 0.07% of the portfolio, ranked #87.

Falcon Wealth Planning first reported a position in JNJ in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.13M in Q1 2026. 4,672 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Falcon Wealth Planning held 4,395 shares of Johnson & Johnson worth $1.12M as of Q2 2026.
  • Falcon Wealth Planning sold 213 Johnson & Johnson shares in Q2 2026, an estimated $49.6K.
  • Johnson & Johnson made up 0.07% of Falcon Wealth Planning's portfolio in Q2 2026, its #87 holding.
  • Falcon Wealth Planning first reported a position in Johnson & Johnson in Q3 2021 and has held it in 20 quarters since.
  • Falcon Wealth Planning's Johnson & Johnson position peaked at $1.13M in Q1 2026.
  • 4,672 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.