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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
Q2 		$566K Sell
2,228
-129
-5% -$30.1K 0.04% 136
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 $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 $3.38T AUM 44.17% 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

Phillips Financial Management's JNJ Position: Q2 2026 in Review

Phillips Financial Management reduced its Johnson & Johnson (JNJ) stake by 5.5% in Q2 2026, selling an estimated $30.1K and leaving 2,228 shares worth $566K. The position accounts for 0.04% of the portfolio, ranked #136.

Phillips Financial Management first reported a position in JNJ in Q1 2024 and has held it in 10 quarters since. The position peaked at $592K in Q4 2025. 4,698 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Phillips Financial Management held 2,228 shares of Johnson & Johnson worth $566K as of Q2 2026.
  • Phillips Financial Management sold 129 Johnson & Johnson shares in Q2 2026, an estimated $30.1K.
  • Johnson & Johnson made up 0.04% of Phillips Financial Management's portfolio in Q2 2026, its #136 holding.
  • Phillips Financial Management first reported a position in Johnson & Johnson in Q1 2024 and has held it in 10 quarters since.
  • Phillips Financial Management's Johnson & Johnson position peaked at $592K in Q4 2025.
  • 4,698 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.