WFPG
JNJ icon

Waller Financial Planning Group’s Johnson & Johnson JNJ Stock Holding History

Waller Financial Planning Group’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
2025
Q2 		– Sell
-1,225
Closed -$203K – 74
2025
Q1 		$203K Buy
+1,225
New +$192K 0.06% 71

Other funds holding JNJ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Waller Financial Planning Group's JNJ Position: Q2 2025 in Review

Waller Financial Planning Group sold out of Johnson & Johnson (JNJ) in Q2 2025, closing a stake of 1,225 shares — an estimated $203K sold.

Waller Financial Planning Group first reported a position in JNJ in Q1 2025 and held it in 1 quarter. The position peaked at $203K in Q1 2025. 4,083 funds tracked by Wall St. Rank hold JNJ as of Q2 2025.

  • Waller Financial Planning Group reported no remaining Johnson & Johnson position as of Q2 2025 after selling out during the quarter.
  • Waller Financial Planning Group sold 1,225 Johnson & Johnson shares in Q2 2025, an estimated $203K.
  • Waller Financial Planning Group first reported a position in Johnson & Johnson in Q1 2025 and held it in 1 quarter.
  • Waller Financial Planning Group's Johnson & Johnson position peaked at $203K in Q1 2025.
  • 4,083 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2025.

Based on Waller Financial Planning Group's 13F filing for Q2 2025, filed 2 Jul 2025.