Phillips Wealth Planners’s Johnson & Johnson JNJ Stock Holding History

Phillips Wealth Planners’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	$1.51M	Buy	5,636 +593	+12%	+$138K	1.11%	16
2026 Q1	$1.12M	Sell	5,043 -625	-11%	-$146K	0.84%	33
2025 Q4	$1.24M	Buy	5,668 +181	+3%	+$35.8K	0.99%	24
2025 Q3	$1.03M	Buy	5,487 +588	+12%	+$101K	0.86%	28
2025 Q2	$763K	Buy	4,899 +42	+0.9%	+$6.46K	0.69%	40
2025 Q1	$737K	Buy	4,857 +1,366	+39%	+$214K	0.78%	38
2024 Q4	$496K	Sell	3,491 -1,515	-30%	-$235K	0.5%	65
2024 Q3	$822K	Buy	5,006 +833	+20%	+$133K	0.79%	30
2024 Q2	$624K	Buy	4,173 +14	+0.3%	+$2.08K	0.66%	37
2024 Q1	$601K	Buy	4,159 +125	+3%	+$19.9K	0.69%	36
2023 Q4	$650K	Sell	4,034 -172	-4%	-$26.4K	0.78%	35
2023 Q3	$641K	Sell	4,206 -34	-0.8%	-$5.61K	0.87%	34
2023 Q2	$702K	Sell	4,240 -547	-11%	-$88.3K	0.92%	33
2023 Q1	$783K	Buy	4,787 +145	+3%	+$23.4K	1.04%	28
2022 Q4	$755K	Buy	+4,642	New	+$802K	1.32%	22

Other funds holding JNJ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Phillips Wealth Planners's JNJ Position: Q2 2026 in Review

Phillips Wealth Planners increased its Johnson & Johnson (JNJ) stake by 12% in Q2 2026, buying an estimated $138K and bringing the position to 5,636 shares worth $1.51M. The position accounts for 1.11% of the portfolio, ranked #16.

Phillips Wealth Planners first reported a position in JNJ in Q4 2022 and has held it in 15 quarters since. 4,677 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

Phillips Wealth Planners held 5,636 shares of Johnson & Johnson worth $1.51M as of Q2 2026.
Phillips Wealth Planners bought 593 Johnson & Johnson shares in Q2 2026, an estimated $138K.
Johnson & Johnson made up 1.11% of Phillips Wealth Planners's portfolio in Q2 2026, its #16 holding.
Phillips Wealth Planners first reported a position in Johnson & Johnson in Q4 2022 and has held it in 15 quarters since.
4,677 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.