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Plan A Wealth’s Johnson & Johnson JNJ Stock Holding History

Plan A Wealth’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
Q3 		$4.25M Buy
16,036
+13,344
+496% +$3.52M 1.52% 13
2026
Q2 		$684K Sell
2,692
-15
-0.6% -$3.5K 0.29% 53
2026
Q1 		$662K Sell
2,707
-22
-0.8% -$5.12K 0.32% 47
2025
Q4 		$565K Sell
2,729
-18
-0.7% -$3.56K 0.28% 63
2025
Q3 		$509K Sell
2,747
-66
-2% -$11.3K 0.26% 70
2025
Q2 		$430K Buy
2,813
+17
+0.6% +$2.61K 0.24% 79
2025
Q1 		$464K Buy
2,796
+1
+0% +$156 0.36% 48
2024
Q4 		$404K Buy
+2,795
New +$433K 0.37% 49

Other funds holding JNJ

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Plan A Wealth's JNJ Position: Q3 2026 in Review

Plan A Wealth increased its Johnson & Johnson (JNJ) stake by 496% in Q3 2026, buying an estimated $3.52M and bringing the position to 16,036 shares worth $4.25M. The position accounts for 1.52% of the portfolio, ranked #13.

Plan A Wealth first reported a position in JNJ in Q4 2024 and has held it in 8 quarters since. 267 funds tracked by Wall St. Rank hold JNJ as of Q3 2026.

  • Plan A Wealth held 16,036 shares of Johnson & Johnson worth $4.25M as of Q3 2026.
  • Plan A Wealth bought 13,344 Johnson & Johnson shares in Q3 2026, an estimated $3.52M.
  • Johnson & Johnson made up 1.52% of Plan A Wealth's portfolio in Q3 2026, its #13 holding.
  • Plan A Wealth first reported a position in Johnson & Johnson in Q4 2024 and has held it in 8 quarters since.
  • 267 funds tracked by Wall St. Rank held Johnson & Johnson as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.