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

Congress 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
2025
Q2 		$15.6M Sell
101,880
-76,836
-43% -$11.8M 0.15% 165
2025
Q1 		$29.6M Buy
178,716
+56,827
+47% +$8.89M 0.35% 63
2024
Q4 		$17.6M Sell
121,889
-22,721
-16% -$3.52M 0.24% 120
2024
Q3 		$23.4M Buy
144,610
+82,288
+132% +$13.1M 0.31% 80
2024
Q2 		$9.11M Buy
62,322
+39,163
+169% +$5.82M 0.14% 187
2024
Q1 		$3.66M Sell
23,159
-64,367
-74% -$10.2M 0.06% 258
2023
Q4 		$13.7M Buy
87,526
+5,723
+7% +$878K 0.25% 111
2023
Q3 		$12.7M Buy
81,803
+1,046
+1% +$173K 0.26% 106
2023
Q2 		$13.4M Buy
80,757
+1,146
+1% +$185K 0.31% 87
2023
Q1 		$12.3M Buy
79,611
+3,763
+5% +$608K 0.3% 93
2022
Q4 		$13.4M Buy
75,848
+5
+0% +$863 0.34% 69
2022
Q3 		$12.4M Buy
75,843
+1,071
+1% +$181K 0.33% 72
2022
Q2 		$13.3M Sell
74,772
-973
-1% -$173K 0.34% 65
2022
Q1 		$13.4M Sell
75,745
-2,055
-3% -$350K 0.29% 90
2021
Q4 		$13.3M Buy
+77,800
New +$12.7M 0.26% 101

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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

Congress Wealth Management's JNJ Position: Q2 2025 in Review

Congress Wealth Management reduced its Johnson & Johnson (JNJ) stake by 43% in Q2 2025, selling an estimated $11.8M and leaving 101,880 shares worth $15.6M. The position accounts for 0.15% of the portfolio, ranked #165.

Congress Wealth Management first reported a position in JNJ in Q4 2021 and has held it in 15 quarters since. The position peaked at $29.6M in Q1 2025. 4,090 funds tracked by Wall St. Rank hold JNJ as of Q2 2025.

  • Congress Wealth Management held 101,880 shares of Johnson & Johnson worth $15.6M as of Q2 2025.
  • Congress Wealth Management sold 76,836 Johnson & Johnson shares in Q2 2025, an estimated $11.8M.
  • Johnson & Johnson made up 0.15% of Congress Wealth Management's portfolio in Q2 2025, its #165 holding.
  • Congress Wealth Management first reported a position in Johnson & Johnson in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's Johnson & Johnson position peaked at $29.6M in Q1 2025.
  • 4,090 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.