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Welch Financial Planning’s Johnson & Johnson JNJ Stock Holding History

Welch Financial Planning’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 		$527K Hold
2,075
– – 0.31% 44
2026
Q1 		$507K Buy
2,075
+262
+14% +$61K 0.36% 38
2025
Q4 		$375K Buy
+1,813
New +$359K 0.27% 44

Other funds holding JNJ

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Welch Financial Planning's JNJ Position: Q2 2026 in Review

Welch Financial Planning held its Johnson & Johnson (JNJ) position steady in Q2 2026 at 2,075 shares worth $527K. The position accounts for 0.31% of the portfolio, ranked #44.

Welch Financial Planning first reported a position in JNJ in Q4 2025 and has held it in 3 quarters since. 2,980 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Welch Financial Planning held 2,075 shares of Johnson & Johnson worth $527K as of Q2 2026.
  • Welch Financial Planning left its Johnson & Johnson share count unchanged in Q2 2026.
  • Johnson & Johnson made up 0.31% of Welch Financial Planning's portfolio in Q2 2026, its #44 holding.
  • Welch Financial Planning first reported a position in Johnson & Johnson in Q4 2025 and has held it in 3 quarters since.
  • 2,980 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Welch Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.