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

Avitas 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
Q4 		$4.36M Buy
30,181
+182
+0.6% +$28.2K 0.6% 41
2024
Q3 		$4.86M Buy
29,999
+371
+1% +$59.1K 0.68% 35
2024
Q2 		$4.33M Sell
29,628
-6,530
-18% -$971K 0.63% 37
2024
Q1 		$5.72M Buy
36,158
+437
+1% +$69.6K 0.87% 30
2023
Q4 		$5.6M Buy
35,721
+1,148
+3% +$176K 0.94% 24
2023
Q3 		$5.38M Sell
34,573
-272
-0.8% -$44.9K 1.02% 22
2023
Q2 		$5.77M Buy
34,845
+203
+0.6% +$32.8K 1.04% 21
2023
Q1 		$5.37M Sell
34,642
-389
-1% -$62.8K 1.05% 24
2022
Q4 		$6.19M Sell
35,031
-357
-1% -$61.6K 1.31% 19
2022
Q3 		$5.78M Sell
35,388
-6,131
-15% -$1.04M 1.32% 17
2022
Q2 		$7.37M Buy
41,519
+5,090
+14% +$907K 1.61% 11
2022
Q1 		$6.46M Buy
36,429
+1,303
+4% +$222K 1.16% 17
2021
Q4 		$6.01M Buy
35,126
+643
+2% +$105K 1.01% 29
2021
Q3 		$5.57M Buy
34,483
+69
+0.2% +$11.8K 1.01% 26
2021
Q2 		$5.67M Buy
34,414
+960
+3% +$159K 1.01% 26
2021
Q1 		$5.5M Buy
33,454
+4,925
+17% +$797K 1.08% 20
2020
Q4 		$4.49M Buy
28,529
+570
+2% +$84.1K 0.91% 25
2020
Q3 		$4.16M Buy
27,959
+273
+1% +$40.4K 1.16% 19
2020
Q2 		$3.89M Sell
27,686
-688
-2% -$100K 1.29% 18
2020
Q1 		$3.72M Buy
28,374
+4,714
+20% +$669K 1.69% 13
2019
Q4 		$3.45M Sell
23,660
-6,677
-22% -$906K 0.89% 43
2019
Q3 		$3.92M Buy
+30,337
New +$4M 1.08% 23
2019
Q1 		– Sell
-10,063
Closed -$1.3M – 167
2018
Q4 		$1.3M Sell
10,063
-20
-0.2% -$2.79K 0.43% 91
2018
Q3 		$1.39M Buy
10,083
+856
+9% +$114K 0.4% 98
2018
Q2 		$1.12M Buy
+9,227
New +$1.15M 0.35% 102

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Avitas Wealth Management's JNJ Position: Q4 2024 in Review

Avitas Wealth Management increased its Johnson & Johnson (JNJ) stake by 0.61% in Q4 2024, buying an estimated $28.2K and bringing the position to 30,181 shares worth $4.36M. The position accounts for 0.6% of the portfolio, ranked #41.

Avitas Wealth Management first reported a position in JNJ in Q2 2018 and has held it in 25 quarters since. The position peaked at $7.37M in Q2 2022. 4,104 funds tracked by Wall St. Rank hold JNJ as of Q4 2024.

  • Avitas Wealth Management held 30,181 shares of Johnson & Johnson worth $4.36M as of Q4 2024.
  • Avitas Wealth Management bought 182 Johnson & Johnson shares in Q4 2024, an estimated $28.2K.
  • Johnson & Johnson made up 0.6% of Avitas Wealth Management's portfolio in Q4 2024, its #41 holding.
  • Avitas Wealth Management first reported a position in Johnson & Johnson in Q2 2018 and has held it in 25 quarters since.
  • Avitas Wealth Management's Johnson & Johnson position peaked at $7.37M in Q2 2022.
  • 4,104 funds tracked by Wall St. Rank held Johnson & Johnson as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.