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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-1,759
Closed -$326K 76
2025
Q3
$326K Sell
1,759
-267
-13% -$45.7K 0.04% 92
2025
Q2
$309K Buy
2,026
+32
+2% +$4.92K 0.04% 91
2025
Q1
$331K Sell
1,994
-10
-0.5% -$1.56K 0.05% 74
2024
Q4
$290K Buy
2,004
+89
+5% +$13.8K 0.05% 83
2024
Q3
$310K Hold
1,915
0.05% 80
2024
Q2
$289K Buy
1,915
+6
+0.3% +$892 0.05% 82
2024
Q1
$302K Sell
1,909
-266
-12% -$42.3K 0.05% 81
2023
Q4
$341K Buy
2,175
+268
+14% +$41.1K 0.06% 74
2023
Q3
$297K Hold
1,907
0.06% 75
2023
Q2
$316K Buy
+1,907
New +$308K 0.07% 72
2023
Q1
Sell
-1,234
Closed -$218K 82
2022
Q4
$218K Hold
1,234
0.05% 76
2022
Q3
$202K Buy
1,234
+5
+0.4% +$846 0.06% 79
2022
Q2
$218K Buy
1,229
+28
+2% +$4.99K 0.06% 78
2022
Q1
$213K Sell
1,201
-1,061
-47% -$181K 0.06% 79
2021
Q4
$316K Buy
+2,262
New +$370K 0.2% 31
2020
Q4
Sell
-1,766
Closed -$263K 42
2020
Q3
$263K Sell
1,766
-323
-15% -$47.8K 0.14% 37
2020
Q2
$294K Hold
2,089
0.16% 32
2020
Q1
$274K Sell
2,089
-55
-3% -$7.8K 0.18% 31
2019
Q4
$313K Sell
2,144
-30
-1% -$4.07K 0.17% 31
2019
Q3
$281K Sell
2,174
-88
-4% -$11.6K 0.16% 31
2019
Q2
$315K Hold
2,262
0.19% 31
2019
Q1
$316K Sell
2,262
-255
-10% -$34.2K 0.2% 31
2018
Q4
$325K Buy
+2,517
New +$351K 0.23% 29

Other funds holding JNJ

Total Wealth Planning's JNJ Position: Q4 2025 in Review

Total Wealth Planning sold out of Johnson & Johnson (JNJ) in Q4 2025, closing a stake of 1,759 shares — an estimated $326K sold.

Total Wealth Planning first reported a position in JNJ in Q4 2018 and held it in 23 quarters. The position peaked at $341K in Q4 2023. 4,520 funds tracked by Wall St. Rank hold JNJ as of Q4 2025.

  • Total Wealth Planning reported no remaining Johnson & Johnson position as of Q4 2025 after selling out during the quarter.
  • Total Wealth Planning sold 1,759 Johnson & Johnson shares in Q4 2025, an estimated $326K.
  • Total Wealth Planning first reported a position in Johnson & Johnson in Q4 2018 and held it in 23 quarters.
  • Total Wealth Planning's Johnson & Johnson position peaked at $341K in Q4 2023.
  • 4,520 funds tracked by Wall St. Rank held Johnson & Johnson as of Q4 2025.

Based on Total Wealth Planning's 13F filing for Q4 2025, filed 13 Feb 2026.