Peak Retirement Planning’s Johnson & Johnson JNJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.04M Buy
15,923
+4,176
+36% +$973K 0.64% 45
2026
Q1
$2.87M Buy
11,747
+305
+3% +$71K 0.57% 48
2025
Q4
$2.37M Buy
11,442
+130
+1% +$25.7K 0.55% 49
2025
Q3
$2.1M Buy
11,312
+2,267
+25% +$388K 0.59% 43
2025
Q2
$1.38M Buy
9,045
+2,342
+35% +$360K 0.56% 47
2025
Q1
$1.11M Buy
6,703
+955
+17% +$149K 0.62% 34
2024
Q4
$833K Buy
+5,748
New +$891K 0.56% 56

Other funds holding JNJ

Peak Retirement Planning's JNJ Position: Q2 2026 in Review

Peak Retirement Planning increased its Johnson & Johnson (JNJ) stake by 36% in Q2 2026, buying an estimated $973K and bringing the position to 15,923 shares worth $4.04M. The position accounts for 0.64% of the portfolio, ranked #45.

Peak Retirement Planning first reported a position in JNJ in Q4 2024 and has held it in 7 quarters since. 4,652 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Peak Retirement Planning held 15,923 shares of Johnson & Johnson worth $4.04M as of Q2 2026.
  • Peak Retirement Planning bought 4,176 Johnson & Johnson shares in Q2 2026, an estimated $973K.
  • Johnson & Johnson made up 0.64% of Peak Retirement Planning's portfolio in Q2 2026, its #45 holding.
  • Peak Retirement Planning first reported a position in Johnson & Johnson in Q4 2024 and has held it in 7 quarters since.
  • 4,652 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.