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 Q2	$1.04M	Sell	4,105 -517	-11%	-$120K	0.71%	41
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

Total Wealth Planning & Management reduced its Johnson & Johnson (JNJ) stake by 11% in Q2 2026, selling an estimated $120K and leaving 4,105 shares worth $1.04M. The position accounts for 0.71% of the portfolio, ranked #41.

Total Wealth Planning & Management first reported a position in JNJ in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.13M in Q1 2026. 4,698 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

Total Wealth Planning & Management held 4,105 shares of Johnson & Johnson worth $1.04M as of Q2 2026.
Total Wealth Planning & Management sold 517 Johnson & Johnson shares in Q2 2026, an estimated $120K.
Johnson & Johnson made up 0.71% of Total Wealth Planning & Management's portfolio in Q2 2026, its #41 holding.
Total Wealth Planning & Management first reported a position in Johnson & Johnson in Q4 2024 and has held it in 6 quarters since.
Total Wealth Planning & Management's Johnson & Johnson position peaked at $1.13M in Q1 2026.
4,698 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.