LifePlan Financial’s Johnson & Johnson JNJ Stock Holding History

LifePlan Financial’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	$714K	Sell	2,811 -546	-16%	-$127K	0.5%	56
2026 Q1	$821K	Sell	3,357 -547	-14%	-$127K	0.61%	55
2025 Q4	$808K	Buy	3,904 +106	+3%	+$21K	0.62%	53
2025 Q3	$704K	Sell	3,798 -157	-4%	-$26.9K	0.56%	58
2025 Q2	$604K	Sell	3,955 -41	-1%	-$6.3K	0.5%	56
2025 Q1	$663K	Sell	3,996 -231	-5%	-$36.1K	0.58%	52
2024 Q4	$611K	Buy	4,227 +2,978	+238%	+$461K	0.54%	54
2024 Q3	$202K	Buy	+1,249	New	+$199K	0.17%	88
2024 Q2	–	Sell	-1,303	Closed	-$206K	–	93
2024 Q1	$206K	Sell	1,303 -149	-10%	-$23.7K	0.19%	93
2023 Q4	$228K	Buy	+1,452	New	+$223K	0.23%	84

Other funds holding JNJ

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LifePlan Financial's JNJ Position: Q2 2026 in Review

LifePlan Financial reduced its Johnson & Johnson (JNJ) stake by 16% in Q2 2026, selling an estimated $127K and leaving 2,811 shares worth $714K. The position accounts for 0.5% of the portfolio, ranked #56.

LifePlan Financial first reported a position in JNJ in Q4 2023 and has held it in 10 quarters since. The position peaked at $821K in Q1 2026. 2,252 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

LifePlan Financial held 2,811 shares of Johnson & Johnson worth $714K as of Q2 2026.
LifePlan Financial sold 546 Johnson & Johnson shares in Q2 2026, an estimated $127K.
Johnson & Johnson made up 0.5% of LifePlan Financial's portfolio in Q2 2026, its #56 holding.
LifePlan Financial first reported a position in Johnson & Johnson in Q4 2023 and has held it in 10 quarters since.
LifePlan Financial's Johnson & Johnson position peaked at $821K in Q1 2026.
2,252 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on LifePlan Financial's 13F filing for Q2 2026, filed 21 Jul 2026.