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Larry Mathis Financial Planning’s Johnson & Johnson JNJ Stock Holding History

Larry Mathis 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 		– Sell
-6,424
Closed -$1.57M – 166
2026
Q1 		$1.57M Sell
6,424
-214
-3% -$49.8K 1.41% 11
2025
Q4 		$1.37M Buy
+6,638
New +$1.31M 1.21% 15

Other funds holding JNJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Larry Mathis Financial Planning's JNJ Position: Q2 2026 in Review

Larry Mathis Financial Planning sold out of Johnson & Johnson (JNJ) in Q2 2026, closing a stake of 6,424 shares — an estimated $1.57M sold.

Larry Mathis Financial Planning first reported a position in JNJ in Q4 2025 and held it in 2 quarters. The position peaked at $1.57M in Q1 2026. 4,650 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Larry Mathis Financial Planning reported no remaining Johnson & Johnson position as of Q2 2026 after selling out during the quarter.
  • Larry Mathis Financial Planning sold 6,424 Johnson & Johnson shares in Q2 2026, an estimated $1.57M.
  • Larry Mathis Financial Planning first reported a position in Johnson & Johnson in Q4 2025 and held it in 2 quarters.
  • Larry Mathis Financial Planning's Johnson & Johnson position peaked at $1.57M in Q1 2026.
  • 4,650 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.