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Holistic Planning’s Johnson & Johnson JNJ Stock Holding History

Holistic 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
2026
Q1 		$1.19M Sell
4,869
-54
-1% -$12.6K 0.24% 90
2025
Q4 		$1.02M Buy
4,923
+868
+21% +$172K 0.22% 92
2025
Q3 		$752K Sell
4,055
-10
-0.2% -$1.71K 0.2% 89
2025
Q2 		$621K Buy
4,065
+1,040
+34% +$160K 0.18% 100
2025
Q1 		$502K Buy
3,025
+40
+1% +$6.26K 0.17% 104
2024
Q4 		$432K Sell
2,985
-10
-0.3% -$1.55K 0.16% 104
2024
Q3 		$485K Buy
2,995
+847
+39% +$135K 0.21% 86
2024
Q2 		$340K Hold
2,148
– – 0.26% 77
2024
Q1 		$340K Buy
2,148
+144
+7% +$22.9K 0.26% 77
2023
Q4 		$314K Buy
+2,004
New +$307K 0.26% 83

Other funds holding JNJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Holistic Planning's JNJ Position: Q1 2026 in Review

Holistic Planning reduced its Johnson & Johnson (JNJ) stake by 1.1% in Q1 2026, selling an estimated $12.6K and leaving 4,869 shares worth $1.19M. The position accounts for 0.24% of the portfolio, ranked #90.

Holistic Planning first reported a position in JNJ in Q4 2023 and has held it in 10 quarters since. 4,613 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

  • Holistic Planning held 4,869 shares of Johnson & Johnson worth $1.19M as of Q1 2026.
  • Holistic Planning sold 54 Johnson & Johnson shares in Q1 2026, an estimated $12.6K.
  • Johnson & Johnson made up 0.24% of Holistic Planning's portfolio in Q1 2026, its #90 holding.
  • Holistic Planning first reported a position in Johnson & Johnson in Q4 2023 and has held it in 10 quarters since.
  • 4,613 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.