Keystone Financial Planning’s Johnson & Johnson JNJ Stock Holding History

Keystone Financial 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	–	Sell	-9,569	Closed	-$1.98M	–	43
2025 Q4	$1.98M	Sell	9,569 -67	-0.7%	-$13.2K	0.57%	26
2025 Q3	$1.79M	Hold	9,636	–	–	0.52%	28
2025 Q2	$1.47M	Sell	9,636 -364	-4%	-$56K	0.45%	28
2025 Q1	$1.66M	Hold	10,000	–	–	0.49%	30
2024 Q4	$1.45M	Hold	10,000	–	–	0.45%	32
2024 Q3	$1.62M	Hold	10,000	–	–	0.49%	30
2024 Q2	$1.46M	Sell	10,000 -145	-1%	-$21.6K	0.48%	32
2024 Q1	$1.6M	Sell	10,145 -415	-4%	-$66.1K	0.52%	33
2023 Q4	$1.66M	Sell	10,560 -94	-0.9%	-$14.4K	0.55%	33
2023 Q3	$1.66M	Sell	10,654 -176	-2%	-$29K	0.58%	33
2023 Q2	$1.79M	Buy	10,830 +144	+1%	+$23.2K	0.6%	32
2023 Q1	$1.66M	Sell	10,686 -324	-3%	-$52.3K	0.56%	32
2022 Q4	$1.95M	Sell	11,010 -64	-0.6%	-$11.1K	0.66%	32
2022 Q3	$1.81M	Sell	11,074 -370	-3%	-$62.6K	0.7%	32
2022 Q2	$2.03M	Sell	11,444 -1,133	-9%	-$202K	0.71%	34
2022 Q1	$2.23M	Sell	12,577 -395	-3%	-$67.2K	0.75%	34
2021 Q4	$2.22M	Sell	12,972 -118	-0.9%	-$19.3K	0.76%	33
2021 Q3	$2.11M	Sell	13,090 -336	-3%	-$57.3K	0.77%	30
2021 Q2	$2.21M	Sell	13,426 -265	-2%	-$43.9K	0.8%	28
2021 Q1	$2.25M	Sell	13,691 -310	-2%	-$50.2K	0.84%	27
2020 Q4	$2.2M	Sell	14,001 -8	-0.1%	-$1.18K	0.91%	26
2020 Q3	$2.09M	Hold	14,009	–	–	1.01%	27
2020 Q2	$1.97M	Hold	14,009	–	–	0.97%	32
2020 Q1	$1.84M	Sell	14,009 -19,048	-58%	-$2.7M	1.05%	30
2019 Q4	$4.82M	Sell	33,057 -454	-1%	-$61.6K	2.15%	25
2019 Q3	$4.34M	Buy	33,511 +1,994	+6%	+$263K	2.07%	27
2019 Q2	$4.39M	Sell	31,517 -165	-0.5%	-$22.8K	2.15%	25
2019 Q1	$4.43M	Sell	31,682 -79	-0.2%	-$10.6K	2.19%	24
2018 Q4	$4.1M	Buy	31,761 +493	+2%	+$68.8K	2.29%	25
2018 Q3	$4.32M	Buy	31,268 +439	+1%	+$58.3K	2.21%	26
2018 Q2	$3.74M	Sell	30,829 -910	-3%	-$114K	2.06%	26
2018 Q1	$4.07M	Sell	31,739 -1,956	-6%	-$264K	2.27%	23
2017 Q4	$4.71M	Buy	33,695 +56	+0.2%	+$7.8K	2.51%	19
2017 Q3	$4.37M	Buy	33,639 +670	+2%	+$88.8K	2.48%	22
2017 Q2	$4.36M	Buy	32,969 +529	+2%	+$67.5K	2.64%	20
2017 Q1	$4.04M	Buy	32,440 +311	+1%	+$37.2K	2.51%	22
2016 Q4	$3.7M	Sell	32,129 -1,203	-4%	-$139K	2.42%	25
2016 Q3	$3.94M	Buy	33,332 +94	+0.3%	+$11.4K	2.59%	22
2016 Q2	$4.03M	Buy	33,238 +441	+1%	+$50.1K	2.73%	21
2016 Q1	$3.55M	Sell	32,797 -5,040	-13%	-$522K	2.54%	22
2015 Q4	$3.89M	Sell	37,837 -399	-1%	-$40.1K	2.94%	20
2015 Q3	$3.57M	Buy	38,236 +114	+0.3%	+$11K	2.88%	23
2015 Q2	$3.71M	Buy	38,122 +9,591	+34%	+$960K	2.84%	23
2015 Q1	$2.87M	Sell	28,531 -1,059	-4%	-$108K	2.18%	27
2014 Q4	$3.09M	Sell	29,590 -61	-0.2%	-$6.43K	2.28%	25
2014 Q3	$3.16M	Sell	29,651 -13,324	-31%	-$1.38M	2.39%	25
2014 Q2	$4.5M	Sell	42,975 -5,937	-12%	-$600K	3.39%	16
2014 Q1	$4.8M	Buy	48,912 +1,460	+3%	+$135K	3.72%	7
2013 Q4	$4.35M	Buy	+47,452	New	+$4.37M	3.48%	6

Other funds holding JNJ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Keystone Financial Planning's JNJ Position: Q1 2026 in Review

Keystone Financial Planning sold out of Johnson & Johnson (JNJ) in Q1 2026, closing a stake of 9,569 shares — an estimated $1.98M sold.

Keystone Financial Planning first reported a position in JNJ in Q4 2013 and held it in 49 quarters. The position peaked at $4.82M in Q4 2019. 4,641 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

Keystone Financial Planning reported no remaining Johnson & Johnson position as of Q1 2026 after selling out during the quarter.
Keystone Financial Planning sold 9,569 Johnson & Johnson shares in Q1 2026, an estimated $1.98M.
Keystone Financial Planning first reported a position in Johnson & Johnson in Q4 2013 and held it in 49 quarters.
Keystone Financial Planning's Johnson & Johnson position peaked at $4.82M in Q4 2019.
4,641 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Keystone Financial Planning's 13F filing for Q1 2026, filed 9 Apr 2026.