Spartan Planning & Wealth Management’s Johnson & Johnson JNJ Stock Holding History

Spartan Planning & Wealth Management’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	$1.32M	Sell	5,209 -358	-6%	-$83.4K	0.88%	28
2026 Q1	$1.36M	Buy	5,567 +741	+15%	+$173K	1.01%	21
2025 Q4	$999K	Buy	4,826 +198	+4%	+$39.2K	0.74%	26
2025 Q3	$858K	Buy	+4,628	New	+$793K	0.67%	30
2025 Q2	–	Sell	-4,088	Closed	-$678K	–	82
2025 Q1	$678K	Buy	+4,088	New	+$640K	0.66%	34
2022 Q4	$278K	Buy	+1,575	New	+$272K	0.35%	47
2022 Q3	–	Sell	-2,199	Closed	-$390K	–	96
2022 Q2	$390K	Buy	2,199 +817	+59%	+$146K	0.52%	22
2022 Q1	$245K	Buy	+1,382	New	+$235K	0.31%	45

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

Spartan Planning & Wealth Management's JNJ Position: Q2 2026 in Review

Spartan Planning & Wealth Management reduced its Johnson & Johnson (JNJ) stake by 6.4% in Q2 2026, selling an estimated $83.4K and leaving 5,209 shares worth $1.32M. The position accounts for 0.88% of the portfolio, ranked #28.

Spartan Planning & Wealth Management first reported a position in JNJ in Q1 2022 and has held it in 8 quarters since. The position peaked at $1.36M in Q1 2026. 4,677 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

Spartan Planning & Wealth Management held 5,209 shares of Johnson & Johnson worth $1.32M as of Q2 2026.
Spartan Planning & Wealth Management sold 358 Johnson & Johnson shares in Q2 2026, an estimated $83.4K.
Johnson & Johnson made up 0.88% of Spartan Planning & Wealth Management's portfolio in Q2 2026, its #28 holding.
Spartan Planning & Wealth Management first reported a position in Johnson & Johnson in Q1 2022 and has held it in 8 quarters since.
Spartan Planning & Wealth Management's Johnson & Johnson position peaked at $1.36M in Q1 2026.
4,677 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.