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 Q2	$268K	Sell	1,053 -42	-4%	-$9.79K	0.06%	193
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 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

Plan Group Financial's JNJ Position: Q2 2026 in Review

Plan Group Financial reduced its Johnson & Johnson (JNJ) stake by 3.8% in Q2 2026, selling an estimated $9.79K and leaving 1,053 shares worth $268K. The position accounts for 0.06% of the portfolio, ranked #193.

Plan Group Financial first reported a position in JNJ in Q2 2023 and has held it in 4 quarters since. The position peaked at $459K in Q2 2023. 4,681 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

Plan Group Financial held 1,053 shares of Johnson & Johnson worth $268K as of Q2 2026.
Plan Group Financial sold 42 Johnson & Johnson shares in Q2 2026, an estimated $9.79K.
Johnson & Johnson made up 0.06% of Plan Group Financial's portfolio in Q2 2026, its #193 holding.
Plan Group Financial first reported a position in Johnson & Johnson in Q2 2023 and has held it in 4 quarters since.
Plan Group Financial's Johnson & Johnson position peaked at $459K in Q2 2023.
4,681 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

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