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AllGen Financial Advisors’s Johnson & Johnson JNJ Stock Holding History

AllGen Financial Advisors’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
Q1 		– Sell
-39,140
Closed -$5.66M – 41
2024
Q4 		$5.66M Buy
39,140
+696
+2% +$108K 1.9% 15
2024
Q3 		$6.23M Buy
38,444
+2,356
+7% +$375K 2.02% 16
2024
Q2 		$5.27M Buy
36,088
+4,443
+14% +$661K 2% 13
2024
Q1 		$5.01M Buy
+31,645
New +$5.04M 2.04% 12
2023
Q3 		– Sell
-31,677
Closed -$5.24M – 32
2023
Q2 		$5.24M Buy
31,677
+517
+2% +$83.4K 3.3% 9
2023
Q1 		$4.83M Buy
31,160
+303
+1% +$48.9K 3.37% 8
2022
Q4 		$5.45M Sell
30,857
-1,048
-3% -$181K 3.91% 6
2022
Q3 		$5.21M Sell
31,905
-649,201
-95% -$110M 4.06% 7
2022
Q2 		$6.74M Buy
681,106
+657,233
+2,753% +$117M 5.54% 6
2022
Q1 		$4.23M Sell
23,873
-349
-1% -$59.4K 3.53% 8
2021
Q4 		$4.14M Sell
24,222
-5,167
-18% -$846K 3.07% 9
2021
Q3 		$4.75M Buy
29,389
+2,552
+10% +$435K 3.87% 7
2021
Q2 		$4.42M Buy
26,837
+1,178
+5% +$195K 3.39% 9
2021
Q1 		$4.22M Sell
25,659
-32,047
-56% -$5.19M 3.45% 7
2020
Q4 		$3.99M Buy
+57,706
New +$8.52M 3.7% 7

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AllGen Financial Advisors's JNJ Position: Q1 2025 in Review

AllGen Financial Advisors sold out of Johnson & Johnson (JNJ) in Q1 2025, closing a stake of 39,140 shares — an estimated $5.66M sold.

AllGen Financial Advisors first reported a position in JNJ in Q4 2020 and held it in 15 quarters. The position peaked at $6.74M in Q2 2022. 4,147 funds tracked by Wall St. Rank hold JNJ as of Q1 2025.

  • AllGen Financial Advisors reported no remaining Johnson & Johnson position as of Q1 2025 after selling out during the quarter.
  • AllGen Financial Advisors sold 39,140 Johnson & Johnson shares in Q1 2025, an estimated $5.66M.
  • AllGen Financial Advisors first reported a position in Johnson & Johnson in Q4 2020 and held it in 15 quarters.
  • AllGen Financial Advisors's Johnson & Johnson position peaked at $6.74M in Q2 2022.
  • 4,147 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2025.

Based on AllGen Financial Advisors's 13F filing for Q1 2025, filed 6 May 2025.