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Bard Financial Services’s Johnson & Johnson JNJ Stock Holding History

Bard Financial Services’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
Q3 		$18.6M Buy
100,395
+609
+0.6% +$104K 2.04% 6
2025
Q2 		$15.2M Sell
99,786
-531
-0.5% -$81.6K 1.82% 7
2025
Q1 		$16.6M Buy
100,317
+289
+0.3% +$45.2K 2.03% 7
2024
Q4 		$14.5M Sell
100,028
-214
-0.2% -$33.2K 1.73% 8
2024
Q3 		$16.2M Sell
100,242
-10,804
-10% -$1.72M 1.92% 7
2024
Q2 		$16.2M Sell
111,046
-764
-0.7% -$114K 1.68% 7
2024
Q1 		$17.7M Sell
111,810
-2,879
-3% -$458K 1.88% 6
2023
Q4 		$18M Sell
114,689
-542
-0.5% -$83.1K 2.02% 6
2023
Q3 		$17.9M Sell
115,231
-1,713
-1% -$283K 2.22% 6
2023
Q2 		$19.4M Sell
116,944
-1,357
-1% -$219K 1.47% 13
2023
Q1 		$18.3M Sell
118,301
-1,292
-1% -$209K 1.47% 12
2022
Q4 		$21.1M Sell
119,593
-689
-0.6% -$119K 1.79% 12
2022
Q3 		$19.6M Buy
120,282
+457
+0.4% +$77.3K 1.84% 13
2022
Q2 		$21.3M Buy
119,825
+132
+0.1% +$23.5K 1.94% 13
2022
Q1 		$21.2M Sell
119,693
-194
-0.2% -$33K 1.73% 14
2021
Q4 		$20.5M Buy
119,887
+957
+0.8% +$157K 1.65% 12
2021
Q3 		$19.2M Sell
118,930
-744
-0.6% -$127K 1.7% 12
2021
Q2 		$19.7M Buy
119,674
+431
+0.4% +$71.4K 1.75% 12
2021
Q1 		$19.6M Sell
119,243
-2,704
-2% -$438K 1.9% 11
2020
Q4 		$19.2M Buy
+121,947
New +$18M 1.92% 11

Other funds holding JNJ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bard Financial Services's JNJ Position: Q3 2025 in Review

Bard Financial Services increased its Johnson & Johnson (JNJ) stake by 0.61% in Q3 2025, buying an estimated $104K and bringing the position to 100,395 shares worth $18.6M. The position accounts for 2.04% of the portfolio, ranked #6.

Bard Financial Services first reported a position in JNJ in Q4 2020 and has held it in 20 quarters since. The position peaked at $21.3M in Q2 2022. 4,195 funds tracked by Wall St. Rank hold JNJ as of Q3 2025.

  • Bard Financial Services held 100,395 shares of Johnson & Johnson worth $18.6M as of Q3 2025.
  • Bard Financial Services bought 609 Johnson & Johnson shares in Q3 2025, an estimated $104K.
  • Johnson & Johnson made up 2.04% of Bard Financial Services's portfolio in Q3 2025, its #6 holding.
  • Bard Financial Services first reported a position in Johnson & Johnson in Q4 2020 and has held it in 20 quarters since.
  • Bard Financial Services's Johnson & Johnson position peaked at $21.3M in Q2 2022.
  • 4,195 funds tracked by Wall St. Rank held Johnson & Johnson as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.