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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Phillips Wealth Planners's JNJ Position: Q1 2026 in Review

Phillips Wealth Planners reduced its Johnson & Johnson (JNJ) stake by 11% in Q1 2026, selling an estimated $146K and leaving 5,043 shares worth $1.12M. The position accounts for 0.84% of the portfolio, ranked #33.

Phillips Wealth Planners first reported a position in JNJ in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.24M in Q4 2025. 4,614 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

Phillips Wealth Planners held 5,043 shares of Johnson & Johnson worth $1.12M as of Q1 2026.
Phillips Wealth Planners sold 625 Johnson & Johnson shares in Q1 2026, an estimated $146K.
Johnson & Johnson made up 0.84% of Phillips Wealth Planners's portfolio in Q1 2026, its #33 holding.
Phillips Wealth Planners first reported a position in Johnson & Johnson in Q4 2022 and has held it in 14 quarters since.
Phillips Wealth Planners's Johnson & Johnson position peaked at $1.24M in Q4 2025.
4,614 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.