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

LifePlan Investment 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 Q1	$791K	Sell	3,234 -21	-0.6%	-$4.89K	0.31%	76
2025 Q4	$674K	Buy	3,255 +160	+5%	+$31.6K	0.27%	71
2025 Q3	$574K	Buy	3,095 +164	+6%	+$28.1K	0.24%	74
2025 Q2	$448K	Buy	2,931 +63	+2%	+$9.68K	0.22%	72
2025 Q1	$476K	Hold	2,868	–	–	0.27%	70
2024 Q4	$415K	Sell	2,868 -21	-0.7%	-$3.25K	0.26%	68
2024 Q3	$468K	Buy	2,889 +27	+0.9%	+$4.3K	0.3%	59
2024 Q2	$418K	Sell	2,862 -106	-4%	-$15.8K	0.3%	57
2024 Q1	$470K	Buy	2,968 +16	+0.5%	+$2.55K	0.37%	53
2023 Q4	$463K	Sell	2,952 -141	-5%	-$21.6K	0.42%	43
2023 Q3	$482K	Buy	+3,093	New	+$510K	0.51%	37

Other funds holding JNJ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LifePlan Investment Advisors's JNJ Position: Q1 2026 in Review

LifePlan Investment Advisors reduced its Johnson & Johnson (JNJ) stake by 0.65% in Q1 2026, selling an estimated $4.89K and leaving 3,234 shares worth $791K. The position accounts for 0.31% of the portfolio, ranked #76.

LifePlan Investment Advisors first reported a position in JNJ in Q3 2023 and has held it in 11 quarters since. 4,616 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

LifePlan Investment Advisors held 3,234 shares of Johnson & Johnson worth $791K as of Q1 2026.
LifePlan Investment Advisors sold 21 Johnson & Johnson shares in Q1 2026, an estimated $4.89K.
Johnson & Johnson made up 0.31% of LifePlan Investment Advisors's portfolio in Q1 2026, its #76 holding.
LifePlan Investment Advisors first reported a position in Johnson & Johnson in Q3 2023 and has held it in 11 quarters since.
4,616 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on LifePlan Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.