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

Lakeshore 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
Q2 		$497K Sell
1,955
-98
-5% -$22.8K 0.16% 43
2026
Q1 		$502K Sell
2,053
-20
-1% -$4.66K 0.18% 39
2025
Q4 		$429K Sell
2,073
-51
-2% -$10.1K 0.15% 45
2025
Q3 		$394K Sell
2,124
-87
-4% -$14.9K 0.15% 46
2025
Q2 		$338K Sell
2,211
-135
-6% -$20.8K 0.14% 47
2025
Q1 		$389K Sell
2,346
-468
-17% -$73.2K 0.16% 41
2024
Q4 		$407K Buy
2,814
+2
+0.1% +$310 0.17% 38
2024
Q3 		$456K Buy
2,812
+167
+6% +$26.6K 0.2% 35
2024
Q2 		$387K Sell
2,645
-92
-3% -$13.7K 0.19% 38
2024
Q1 		$433K Hold
2,737
– – 0.22% 34
2023
Q4 		$429K Sell
2,737
-214
-7% -$32.8K 0.24% 31
2023
Q3 		$460K Buy
+2,951
New +$487K 0.26% 30

Other funds holding JNJ

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Lakeshore Financial Planning's JNJ Position: Q2 2026 in Review

Lakeshore Financial Planning reduced its Johnson & Johnson (JNJ) stake by 4.8% in Q2 2026, selling an estimated $22.8K and leaving 1,955 shares worth $497K. The position accounts for 0.16% of the portfolio, ranked #43.

Lakeshore Financial Planning first reported a position in JNJ in Q3 2023 and has held it in 12 quarters since. The position peaked at $502K in Q1 2026. 2,379 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Lakeshore Financial Planning held 1,955 shares of Johnson & Johnson worth $497K as of Q2 2026.
  • Lakeshore Financial Planning sold 98 Johnson & Johnson shares in Q2 2026, an estimated $22.8K.
  • Johnson & Johnson made up 0.16% of Lakeshore Financial Planning's portfolio in Q2 2026, its #43 holding.
  • Lakeshore Financial Planning first reported a position in Johnson & Johnson in Q3 2023 and has held it in 12 quarters since.
  • Lakeshore Financial Planning's Johnson & Johnson position peaked at $502K in Q1 2026.
  • 2,379 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Lakeshore Financial Planning's 13F filing for Q2 2026, filed 13 Jul 2026.