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Financial Plan Inc’s Johnson & Johnson JNJ Stock Holding History

Financial Plan Inc’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
Q2 		$440K Buy
1,731
+223
+15% +$52K 0.04% 69
2026
Q1 		$369K Hold
1,508
– – 0.04% 68
2025
Q4 		$312K Buy
+1,508
New +$298K 0.04% 75

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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

Financial Plan Inc's JNJ Position: Q2 2026 in Review

Financial Plan Inc increased its Johnson & Johnson (JNJ) stake by 15% in Q2 2026, buying an estimated $52K and bringing the position to 1,731 shares worth $440K. The position accounts for 0.04% of the portfolio, ranked #69.

Financial Plan Inc first reported a position in JNJ in Q4 2025 and has held it in 3 quarters since. 4,695 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Financial Plan Inc held 1,731 shares of Johnson & Johnson worth $440K as of Q2 2026.
  • Financial Plan Inc bought 223 Johnson & Johnson shares in Q2 2026, an estimated $52K.
  • Johnson & Johnson made up 0.04% of Financial Plan Inc's portfolio in Q2 2026, its #69 holding.
  • Financial Plan Inc first reported a position in Johnson & Johnson in Q4 2025 and has held it in 3 quarters since.
  • 4,695 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Financial Plan Inc's 13F filing for Q2 2026, filed 14 Aug 2026.