Benchmark Investment Advisors’s Johnson & Johnson JNJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$397K Sell
2,393
-280
-10% -$43.8K 0.26% 68
2024
Q4
$387K Sell
2,673
-1,684
-39% -$261K 0.25% 63
2024
Q3
$706K Sell
4,357
-285
-6% -$45.4K 0.5% 49
2024
Q2
$678K Buy
4,642
+129
+3% +$19.2K 0.49% 48
2024
Q1
$714K Buy
4,513
+469
+12% +$74.7K 0.56% 45
2023
Q4
$634K Sell
4,044
-308
-7% -$47.2K 0.59% 47
2023
Q3
$678K Sell
4,352
-2,865
-40% -$473K 0.68% 45
2023
Q2
$1.19M Buy
7,217
+185
+3% +$29.9K 1.1% 29
2023
Q1
$1.09M Sell
7,032
-146
-2% -$23.6K 1.12% 30
2022
Q4
$1.27M Sell
7,178
-530
-7% -$91.5K 1.34% 26
2022
Q3
$1.26M Sell
7,708
-1,969
-20% -$333K 1.36% 24
2022
Q2
$1.72M Buy
9,677
+1,206
+14% +$215K 1.79% 16
2022
Q1
$1.5M Buy
8,471
+1,247
+17% +$212K 1.13% 27
2021
Q4
$1.24M Buy
+7,224
New +$1.18M 1.02% 31

Other funds holding JNJ

Benchmark Investment Advisors's JNJ Position: Q1 2025 in Review

Benchmark Investment Advisors reduced its Johnson & Johnson (JNJ) stake by 10% in Q1 2025, selling an estimated $43.8K and leaving 2,393 shares worth $397K. The position accounts for 0.26% of the portfolio, ranked #68.

Benchmark Investment Advisors first reported a position in JNJ in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.72M in Q2 2022. 4,148 funds tracked by Wall St. Rank hold JNJ as of Q1 2025.

  • Benchmark Investment Advisors held 2,393 shares of Johnson & Johnson worth $397K as of Q1 2025.
  • Benchmark Investment Advisors sold 280 Johnson & Johnson shares in Q1 2025, an estimated $43.8K.
  • Johnson & Johnson made up 0.26% of Benchmark Investment Advisors's portfolio in Q1 2025, its #68 holding.
  • Benchmark Investment Advisors first reported a position in Johnson & Johnson in Q4 2021 and has held it in 14 quarters since.
  • Benchmark Investment Advisors's Johnson & Johnson position peaked at $1.72M in Q2 2022.
  • 4,148 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2025.

Based on Benchmark Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.