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Bordeaux Wealth Advisors’s Johnson & Johnson JNJ Stock Holding History

Bordeaux Wealth Advisors’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
Q2 		$1.02M Buy
6,656
+156
+2% +$24K 0.13% 55
2025
Q1 		$1.08M Buy
6,500
+149
+2% +$23.3K 0.2% 52
2024
Q4 		$919K Sell
6,351
-327
-5% -$50.7K 0.15% 59
2024
Q3 		$1.08M Buy
6,678
+1,056
+19% +$168K 0.2% 53
2024
Q2 		$822K Sell
5,622
-695
-11% -$103K 0.16% 61
2024
Q1 		$999K Sell
6,317
-1,040
-14% -$166K 0.33% 37
2023
Q4 		$1.15M Buy
7,357
+54
+0.7% +$8.28K 0.39% 35
2023
Q3 		$1.14M Sell
7,303
-318
-4% -$52.5K 0.46% 32
2023
Q2 		$1.26M Buy
7,621
+2,450
+47% +$395K 0.52% 27
2023
Q1 		$802K Buy
5,171
+128
+3% +$20.7K 0.41% 40
2022
Q4 		$891K Sell
5,043
-568
-10% -$98.1K 0.49% 28
2022
Q3 		$917K Buy
5,611
+237
+4% +$40.1K 0.58% 31
2022
Q2 		$954K Sell
5,374
-151
-3% -$26.9K 0.66% 29
2022
Q1 		$979K Buy
5,525
+823
+18% +$140K 0.53% 34
2021
Q4 		$804K Buy
4,702
+632
+16% +$103K 0.37% 47
2021
Q3 		$657K Sell
4,070
-240
-6% -$40.9K 0.37% 44
2021
Q2 		$710K Buy
4,310
+460
+12% +$76.2K 0.41% 42
2021
Q1 		$633K Buy
3,850
+16
+0.4% +$2.59K 0.44% 36
2020
Q4 		$603K Buy
+3,834
New +$566K 0.45% 36

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bordeaux Wealth Advisors's JNJ Position: Q2 2025 in Review

Bordeaux Wealth Advisors increased its Johnson & Johnson (JNJ) stake by 2.4% in Q2 2025, buying an estimated $24K and bringing the position to 6,656 shares worth $1.02M. The position accounts for 0.13% of the portfolio, ranked #55.

Bordeaux Wealth Advisors first reported a position in JNJ in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.26M in Q2 2023. 4,083 funds tracked by Wall St. Rank hold JNJ as of Q2 2025.

  • Bordeaux Wealth Advisors held 6,656 shares of Johnson & Johnson worth $1.02M as of Q2 2025.
  • Bordeaux Wealth Advisors bought 156 Johnson & Johnson shares in Q2 2025, an estimated $24K.
  • Johnson & Johnson made up 0.13% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #55 holding.
  • Bordeaux Wealth Advisors first reported a position in Johnson & Johnson in Q4 2020 and has held it in 19 quarters since.
  • Bordeaux Wealth Advisors's Johnson & Johnson position peaked at $1.26M in Q2 2023.
  • 4,083 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.