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Sterling Financial Planning’s Johnson & Johnson JNJ Stock Holding History

Sterling Financial Planning’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 		$2.45M Sell
9,653
-71
-0.7% -$16.5K 0.67% 38
2026
Q1 		$2.38M Sell
9,724
-544
-5% -$127K 0.7% 38
2025
Q4 		$2.12M Sell
10,268
-47
-0.5% -$9.29K 0.64% 39
2025
Q3 		$1.91M Sell
10,315
-1,978
-16% -$339K 0.6% 39
2025
Q2 		$1.88M Sell
12,293
-2
-0% -$307 0.63% 39
2025
Q1 		$2.04M Buy
12,295
+3,966
+48% +$621K 0.74% 38
2024
Q4 		$1.2M Sell
8,329
-742
-8% -$115K 0.44% 47
2024
Q3 		$1.47M Sell
9,071
-152
-2% -$24.2K 0.54% 45
2024
Q2 		$1.35M Sell
9,223
-893
-9% -$133K 0.55% 45
2024
Q1 		$1.6M Sell
10,116
-267
-3% -$42.5K 0.65% 38
2023
Q4 		$1.63M Buy
10,383
+99
+1% +$15.2K 0.7% 39
2023
Q3 		$1.6M Hold
10,284
– – 0.82% 36
2023
Q2 		$1.7M Sell
10,284
-59
-0.6% -$9.52K 0.84% 35
2023
Q1 		$1.6M Hold
10,343
– – 0.87% 34
2022
Q4 		$1.83M Sell
10,343
-1,310
-11% -$226K 1.09% 27
2022
Q3 		$1.9M Sell
11,653
-600
-5% -$102K 1.34% 21
2022
Q2 		$2.17M Sell
12,253
-111
-0.9% -$19.8K 1.53% 20
2022
Q1 		$2.19M Sell
12,364
-581
-4% -$98.9K 1.38% 22
2021
Q4 		$2.21M Buy
12,945
+2,530
+24% +$414K 1.39% 22
2021
Q3 		$1.68M Sell
10,415
-293
-3% -$50K 1.07% 23
2021
Q2 		$1.76M Buy
10,708
+450
+4% +$74.5K 1.15% 22
2021
Q1 		$1.69M Sell
10,258
-579
-5% -$93.7K 1.2% 21
2020
Q4 		$1.71M Buy
+10,837
New +$1.6M 1.37% 19

Other funds holding JNJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sterling Financial Planning's JNJ Position: Q2 2026 in Review

Sterling Financial Planning reduced its Johnson & Johnson (JNJ) stake by 0.73% in Q2 2026, selling an estimated $16.5K and leaving 9,653 shares worth $2.45M. The position accounts for 0.67% of the portfolio, ranked #38.

Sterling Financial Planning first reported a position in JNJ in Q4 2020 and has held it in 23 quarters since. 4,689 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Sterling Financial Planning held 9,653 shares of Johnson & Johnson worth $2.45M as of Q2 2026.
  • Sterling Financial Planning sold 71 Johnson & Johnson shares in Q2 2026, an estimated $16.5K.
  • Johnson & Johnson made up 0.67% of Sterling Financial Planning's portfolio in Q2 2026, its #38 holding.
  • Sterling Financial Planning first reported a position in Johnson & Johnson in Q4 2020 and has held it in 23 quarters since.
  • 4,689 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Sterling Financial Planning's 13F filing for Q2 2026, filed 11 Aug 2026.