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Plan Group Financial’s Johnson & Johnson JNJ Stock Holding History

Plan Group Financial’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 		$268K Buy
1,095
+40
+4% +$9.32K 0.06% 182
2025
Q4 		$218K Buy
+1,055
New +$209K 0.06% 183
2023
Q3 		– Sell
-2,762
Closed -$459K – 85
2023
Q2 		$459K Buy
+2,762
New +$446K 0.38% 37

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

Plan Group Financial's JNJ Position: Q1 2026 in Review

Plan Group Financial increased its Johnson & Johnson (JNJ) stake by 3.8% in Q1 2026, buying an estimated $9.32K and bringing the position to 1,095 shares worth $268K. The position accounts for 0.06% of the portfolio, ranked #182.

Plan Group Financial first reported a position in JNJ in Q2 2023 and has held it in 3 quarters since. The position peaked at $459K in Q2 2023. 4,616 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

  • Plan Group Financial held 1,095 shares of Johnson & Johnson worth $268K as of Q1 2026.
  • Plan Group Financial bought 40 Johnson & Johnson shares in Q1 2026, an estimated $9.32K.
  • Johnson & Johnson made up 0.06% of Plan Group Financial's portfolio in Q1 2026, its #182 holding.
  • Plan Group Financial first reported a position in Johnson & Johnson in Q2 2023 and has held it in 3 quarters since.
  • Plan Group Financial's Johnson & Johnson position peaked at $459K in Q2 2023.
  • 4,616 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.