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

Total Wealth Planning & 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 		$1.13M Sell
4,622
-375
-8% -$87.3K 0.83% 33
2025
Q4 		$1.03M Buy
+4,997
New +$988K 0.77% 33
2025
Q2 		$759K Sell
4,972
-61
-1% -$9.38K 0.62% 46
2025
Q1 		$835K Buy
5,033
+691
+16% +$108K 0.79% 31
2024
Q4 		$628K Buy
+4,342
New +$673K 0.57% 47

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

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

Total Wealth Planning & Management reduced its Johnson & Johnson (JNJ) stake by 7.5% in Q1 2026, selling an estimated $87.3K and leaving 4,622 shares worth $1.13M. The position accounts for 0.83% of the portfolio, ranked #33.

Total Wealth Planning & Management first reported a position in JNJ in Q4 2024 and has held it in 5 quarters since. 4,615 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

  • Total Wealth Planning & Management held 4,622 shares of Johnson & Johnson worth $1.13M as of Q1 2026.
  • Total Wealth Planning & Management sold 375 Johnson & Johnson shares in Q1 2026, an estimated $87.3K.
  • Johnson & Johnson made up 0.83% of Total Wealth Planning & Management's portfolio in Q1 2026, its #33 holding.
  • Total Wealth Planning & Management first reported a position in Johnson & Johnson in Q4 2024 and has held it in 5 quarters since.
  • 4,615 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.