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Investment Planning Advisors’s Johnson & Johnson JNJ Stock Holding History

Investment Planning Advisors’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 		$483K Buy
1,902
+357
+23% +$83.2K 0.11% 70
2026
Q1 		$378K Buy
1,545
+330
+27% +$76.9K 0.1% 77
2025
Q4 		$251K Buy
+1,215
New +$240K 0.07% 84

Other funds holding JNJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Investment Planning Advisors's JNJ Position: Q2 2026 in Review

Investment Planning Advisors increased its Johnson & Johnson (JNJ) stake by 23% in Q2 2026, buying an estimated $83.2K and bringing the position to 1,902 shares worth $483K. The position accounts for 0.11% of the portfolio, ranked #70.

Investment Planning Advisors first reported a position in JNJ in Q4 2025 and has held it in 3 quarters since. 3,174 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Investment Planning Advisors held 1,902 shares of Johnson & Johnson worth $483K as of Q2 2026.
  • Investment Planning Advisors bought 357 Johnson & Johnson shares in Q2 2026, an estimated $83.2K.
  • Johnson & Johnson made up 0.11% of Investment Planning Advisors's portfolio in Q2 2026, its #70 holding.
  • Investment Planning Advisors first reported a position in Johnson & Johnson in Q4 2025 and has held it in 3 quarters since.
  • 3,174 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.