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Walled Lake Planning & Wealth Management’s Johnson & Johnson JNJ Stock Holding History

Walled Lake 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
Q2 		$532K Buy
2,096
+108
+5% +$25.2K 0.13% 74
2026
Q1 		$486K Buy
1,988
+367
+23% +$85.5K 0.14% 77
2025
Q4 		$336K Buy
1,621
+104
+7% +$20.6K 0.11% 98
2025
Q3 		$281K Buy
1,517
+4
+0.3% +$685 0.09% 113
2025
Q2 		$231K Sell
1,513
-109
-7% -$16.8K 0.08% 121
2025
Q1 		$269K Buy
1,622
+5
+0.3% +$782 0.1% 110
2024
Q4 		$234K Buy
1,617
+6
+0.4% +$930 0.09% 115
2024
Q3 		$261K Sell
1,611
-1,069
-40% -$170K 0.1% 106
2024
Q2 		$392K Buy
2,680
+1,155
+76% +$172K 0.16% 74
2024
Q1 		$241K Sell
1,525
-416
-21% -$66.2K 0.1% 93
2023
Q4 		$304K Sell
1,941
-285
-13% -$43.7K 0.14% 76
2023
Q3 		$347K Buy
2,226
+176
+9% +$29K 0.17% 60
2023
Q2 		$339K Buy
2,050
+7
+0.3% +$1.13K 0.17% 60
2023
Q1 		$317K Buy
+2,043
New +$330K 0.17% 56
2022
Q4 		– Sell
-1,945
Closed -$318K – 68
2022
Q3 		$318K Sell
1,945
-47
-2% -$7.95K 0.22% 51
2022
Q2 		$354K Buy
1,992
+59
+3% +$10.5K 0.24% 49
2022
Q1 		$343K Buy
1,933
+28
+1% +$4.76K 0.2% 57
2021
Q4 		$326K Buy
1,905
+6
+0.3% +$982 0.19% 63
2021
Q3 		$307K Buy
1,899
+5
+0.3% +$853 0.19% 58
2021
Q2 		$312K Sell
1,894
-245
-11% -$40.6K 0.2% 57
2021
Q1 		$351K Buy
2,139
+6
+0.3% +$971 0.24% 49
2020
Q4 		$336K Buy
2,133
+6
+0.3% +$885 0.26% 50
2020
Q3 		$317K Buy
2,127
+105
+5% +$15.5K 0.26% 47
2020
Q2 		$284K Buy
2,022
+5
+0.2% +$729 0.24% 46
2020
Q1 		$264K Sell
2,017
-83
-4% -$11.8K 0.24% 43
2019
Q4 		$306K Buy
+2,100
New +$285K 0.22% 46

Other funds holding JNJ

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

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

Walled Lake Planning & Wealth Management increased its Johnson & Johnson (JNJ) stake by 5.4% in Q2 2026, buying an estimated $25.2K and bringing the position to 2,096 shares worth $532K. The position accounts for 0.13% of the portfolio, ranked #74.

Walled Lake Planning & Wealth Management first reported a position in JNJ in Q4 2019 and has held it in 26 quarters since. 1,002 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Walled Lake Planning & Wealth Management held 2,096 shares of Johnson & Johnson worth $532K as of Q2 2026.
  • Walled Lake Planning & Wealth Management bought 108 Johnson & Johnson shares in Q2 2026, an estimated $25.2K.
  • Johnson & Johnson made up 0.13% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #74 holding.
  • Walled Lake Planning & Wealth Management first reported a position in Johnson & Johnson in Q4 2019 and has held it in 26 quarters since.
  • 1,002 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.