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WealthPlan Investment Management’s Johnson & Johnson JNJ Stock Holding History

WealthPlan Investment 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 		$14.1M Sell
55,333
-4,637
-8% -$1.08M 0.7% 35
2026
Q1 		$14.7M Buy
59,970
+5,755
+11% +$1.34M 0.82% 31
2025
Q4 		$11.2M Sell
54,215
-14,951
-22% -$2.96M 0.71% 39
2025
Q3 		$12.8M Sell
69,166
-904
-1% -$155K 0.85% 30
2025
Q2 		$10.7M Buy
70,070
+11,759
+20% +$1.81M 0.78% 44
2025
Q1 		$9.67M Buy
58,311
+1,361
+2% +$213K 0.95% 34
2024
Q4 		$8.24M Sell
56,950
-4,741
-8% -$735K 0.81% 43
2024
Q3 		$10M Buy
61,691
+4,174
+7% +$665K 1.01% 34
2024
Q2 		$8.41M Sell
57,517
-1,101
-2% -$164K 1.27% 29
2024
Q1 		$9.27M Buy
58,618
+767
+1% +$122K 1.41% 25
2023
Q4 		$9.07M Sell
57,851
-348
-0.6% -$53.4K 1.45% 19
2023
Q3 		$9.06M Buy
58,199
+30,349
+109% +$5.01M 1.6% 16
2023
Q2 		$4.61M Sell
27,850
-30,720
-52% -$4.96M 1.37% 28
2023
Q1 		$9.08M Sell
58,570
-66,230
-53% -$10.7M 1.56% 23
2022
Q4 		$20.3M Buy
124,800
+2,664
+2% +$460K 1.42% 12
2022
Q3 		$21.6M Buy
+122,136
New +$20.7M 1.58% 9
2022
Q1 		$19.8M Buy
+109,796
New +$18.7M 1.37% 11

Other funds holding JNJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WealthPlan Investment Management's JNJ Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Johnson & Johnson (JNJ) stake by 7.7% in Q2 2026, selling an estimated $1.08M and leaving 55,333 shares worth $14.1M. The position accounts for 0.7% of the portfolio, ranked #35.

WealthPlan Investment Management first reported a position in JNJ in Q1 2022 and has held it in 17 quarters since. The position peaked at $21.6M in Q3 2022. 4,683 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • WealthPlan Investment Management held 55,333 shares of Johnson & Johnson worth $14.1M as of Q2 2026.
  • WealthPlan Investment Management sold 4,637 Johnson & Johnson shares in Q2 2026, an estimated $1.08M.
  • Johnson & Johnson made up 0.7% of WealthPlan Investment Management's portfolio in Q2 2026, its #35 holding.
  • WealthPlan Investment Management first reported a position in Johnson & Johnson in Q1 2022 and has held it in 17 quarters since.
  • WealthPlan Investment Management's Johnson & Johnson position peaked at $21.6M in Q3 2022.
  • 4,683 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.