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Phillips Financial Management’s Johnson & Johnson JNJ Stock Holding History

Phillips Financial Management’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 		$576K Sell
2,357
-503
-18% -$117K 0.04% 137
2025
Q4 		$592K Buy
2,860
+628
+28% +$124K 0.04% 137
2025
Q3 		$414K Buy
2,232
+188
+9% +$32.2K 0.03% 155
2025
Q2 		$312K Sell
2,044
-68
-3% -$10.5K 0.02% 159
2025
Q1 		$350K Buy
2,112
+371
+21% +$58K 0.03% 149
2024
Q4 		$252K Sell
1,741
-95
-5% -$14.7K 0.02% 160
2024
Q3 		$298K Buy
1,836
+116
+7% +$18.5K 0.02% 155
2024
Q2 		$251K Buy
1,720
+260
+18% +$38.7K 0.02% 159
2024
Q1 		$231K Buy
+1,460
New +$232K 0.02% 166

Other funds holding JNJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Phillips Financial Management's JNJ Position: Q1 2026 in Review

Phillips Financial Management reduced its Johnson & Johnson (JNJ) stake by 18% in Q1 2026, selling an estimated $117K and leaving 2,357 shares worth $576K. The position accounts for 0.04% of the portfolio, ranked #137.

Phillips Financial Management first reported a position in JNJ in Q1 2024 and has held it in 9 quarters since. The position peaked at $592K in Q4 2025. 4,615 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

  • Phillips Financial Management held 2,357 shares of Johnson & Johnson worth $576K as of Q1 2026.
  • Phillips Financial Management sold 503 Johnson & Johnson shares in Q1 2026, an estimated $117K.
  • Johnson & Johnson made up 0.04% of Phillips Financial Management's portfolio in Q1 2026, its #137 holding.
  • Phillips Financial Management first reported a position in Johnson & Johnson in Q1 2024 and has held it in 9 quarters since.
  • Phillips Financial Management's Johnson & Johnson position peaked at $592K in Q4 2025.
  • 4,615 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.