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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
Q2 		$868K Buy
3,420
+186
+6% +$43.3K 0.3% 75
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
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

LifePlan Investment Advisors's JNJ Position: Q2 2026 in Review

LifePlan Investment Advisors increased its Johnson & Johnson (JNJ) stake by 5.8% in Q2 2026, buying an estimated $43.3K and bringing the position to 3,420 shares worth $868K. The position accounts for 0.3% of the portfolio, ranked #75.

LifePlan Investment Advisors first reported a position in JNJ in Q3 2023 and has held it in 12 quarters since. 4,685 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • LifePlan Investment Advisors held 3,420 shares of Johnson & Johnson worth $868K as of Q2 2026.
  • LifePlan Investment Advisors bought 186 Johnson & Johnson shares in Q2 2026, an estimated $43.3K.
  • Johnson & Johnson made up 0.3% of LifePlan Investment Advisors's portfolio in Q2 2026, its #75 holding.
  • LifePlan Investment Advisors first reported a position in Johnson & Johnson in Q3 2023 and has held it in 12 quarters since.
  • 4,685 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on LifePlan Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.