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 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 $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

Spartan Planning & Wealth Management's JNJ Position: Q1 2026 in Review

Spartan Planning & Wealth Management increased its Johnson & Johnson (JNJ) stake by 15% in Q1 2026, buying an estimated $173K and bringing the position to 5,567 shares worth $1.36M. The position accounts for 1.01% of the portfolio, ranked #21.

Spartan Planning & Wealth Management first reported a position in JNJ in Q1 2022 and has held it in 7 quarters since. 4,613 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

Spartan Planning & Wealth Management held 5,567 shares of Johnson & Johnson worth $1.36M as of Q1 2026.
Spartan Planning & Wealth Management bought 741 Johnson & Johnson shares in Q1 2026, an estimated $173K.
Johnson & Johnson made up 1.01% of Spartan Planning & Wealth Management's portfolio in Q1 2026, its #21 holding.
Spartan Planning & Wealth Management first reported a position in Johnson & Johnson in Q1 2022 and has held it in 7 quarters since.
4,613 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.