AWM
JNJ icon

Altium Wealth Management’s Johnson & Johnson JNJ Stock Holding History

Altium 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
2022
Q2 		$7.83M Buy
44,134
+4,378
+11% +$780K 0.56% 30
2022
Q1 		$7.05M Buy
39,756
+1,972
+5% +$336K 0.45% 34
2021
Q4 		$6.46M Buy
37,784
+1,437
+4% +$235K 0.42% 34
2021
Q3 		$5.87M Buy
36,347
+741
+2% +$126K 0.42% 30
2021
Q2 		$5.87M Sell
35,606
-1,404
-4% -$232K 0.43% 29
2021
Q1 		$6.08M Buy
37,010
+1,694
+5% +$274K 0.49% 26
2020
Q4 		$5.56M Sell
35,316
-596
-2% -$88K 0.49% 25
2020
Q3 		$5.35M Sell
35,912
-13
-0% -$1.92K 0.56% 23
2020
Q2 		$5.05M Buy
35,925
+1,126
+3% +$164K 0.57% 23
2020
Q1 		$4.56M Buy
34,799
+6,831
+24% +$969K 0.63% 24
2019
Q4 		$4.08M Buy
27,968
+311
+1% +$42.2K 0.49% 23
2019
Q3 		$3.58M Buy
27,657
+484
+2% +$63.8K 0.48% 24
2019
Q2 		$3.79M Sell
27,173
-418
-2% -$57.9K 0.55% 23
2019
Q1 		$3.86M Buy
27,591
+641
+2% +$85.9K 0.62% 22
2018
Q4 		$3.48M Buy
26,950
+2,358
+10% +$329K 0.66% 20
2018
Q3 		$3.4M Buy
24,592
+2,702
+12% +$359K 0.65% 24
2018
Q2 		$2.66M Buy
21,890
+5,011
+30% +$625K 0.71% 26
2018
Q1 		$2.16M Buy
16,879
+183
+1% +$24.7K 0.85% 22
2017
Q4 		$2.33M Buy
+16,696
New +$2.33M 1.07% 21

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Altium Wealth Management's JNJ Position: Q2 2022 in Review

Altium Wealth Management increased its Johnson & Johnson (JNJ) stake by 11% in Q2 2022, buying an estimated $780K and bringing the position to 44,134 shares worth $7.83M. The position accounts for 0.56% of the portfolio, ranked #30.

Altium Wealth Management first reported a position in JNJ in Q4 2017 and has held it in 19 quarters since. 3,671 funds tracked by Wall St. Rank hold JNJ as of Q2 2022.

  • Altium Wealth Management held 44,134 shares of Johnson & Johnson worth $7.83M as of Q2 2022.
  • Altium Wealth Management bought 4,378 Johnson & Johnson shares in Q2 2022, an estimated $780K.
  • Johnson & Johnson made up 0.56% of Altium Wealth Management's portfolio in Q2 2022, its #30 holding.
  • Altium Wealth Management first reported a position in Johnson & Johnson in Q4 2017 and has held it in 19 quarters since.
  • 3,671 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.