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Atlas Private Wealth Management’s Johnson & Johnson JNJ Stock Holding History

Atlas Private 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
2024
Q1 		$4.47M Buy
28,233
+2,516
+10% +$400K 1.88% 14
2023
Q4 		$4.03M Buy
25,717
+206
+0.8% +$31.6K 1.89% 12
2023
Q3 		$3.97M Buy
25,511
+470
+2% +$77.6K 2.13% 11
2023
Q2 		$4.14M Buy
25,041
+3,987
+19% +$643K 2.19% 9
2023
Q1 		$3.26M Buy
21,054
+854
+4% +$138K 1.96% 11
2022
Q4 		$3.57M Buy
20,200
+1,234
+7% +$213K 1.65% 9
2022
Q3 		$3.1M Buy
18,966
+498
+3% +$84.3K 2.24% 10
2022
Q2 		$3.28M Sell
18,468
-807
-4% -$144K 2.24% 9
2022
Q1 		$3.42M Buy
19,275
+1,395
+8% +$237K 1.98% 11
2021
Q4 		$3.06M Buy
17,880
+2,305
+15% +$377K 1.71% 14
2021
Q3 		$2.52M Sell
15,575
-95
-0.6% -$16.2K 1.54% 15
2021
Q2 		$2.58M Buy
15,670
+242
+2% +$40.1K 1.59% 16
2021
Q1 		$2.54M Sell
15,428
-27
-0.2% -$4.37K 1.62% 15
2020
Q4 		$2.43M Sell
15,455
-463
-3% -$68.3K 1.73% 12
2020
Q3 		$2.37M Sell
15,918
-838
-5% -$124K 1.86% 11
2020
Q2 		$2.36M Sell
16,756
-580
-3% -$84.5K 1.9% 10
2020
Q1 		$2.27M Buy
17,336
+1,990
+13% +$282K 2.1% 9
2019
Q4 		$2.24M Buy
+15,346
New +$2.08M 1.72% 12

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Atlas Private Wealth Management's JNJ Position: Q1 2024 in Review

Atlas Private Wealth Management increased its Johnson & Johnson (JNJ) stake by 9.8% in Q1 2024, buying an estimated $400K and bringing the position to 28,233 shares worth $4.47M. The position accounts for 1.88% of the portfolio, ranked #14.

Atlas Private Wealth Management first reported a position in JNJ in Q4 2019 and has held it in 18 quarters since. 3,849 funds tracked by Wall St. Rank hold JNJ as of Q1 2024.

  • Atlas Private Wealth Management held 28,233 shares of Johnson & Johnson worth $4.47M as of Q1 2024.
  • Atlas Private Wealth Management bought 2,516 Johnson & Johnson shares in Q1 2024, an estimated $400K.
  • Johnson & Johnson made up 1.88% of Atlas Private Wealth Management's portfolio in Q1 2024, its #14 holding.
  • Atlas Private Wealth Management first reported a position in Johnson & Johnson in Q4 2019 and has held it in 18 quarters since.
  • 3,849 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.