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

David 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 		$337K Buy
2,203
+15
+0.7% +$2.31K 0.25% 36
2025
Q1 		$363K Buy
2,188
+2
+0.1% +$313 0.3% 31
2024
Q4 		$316K Buy
+2,186
New +$339K 0.26% 34

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

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

David Wealth Management increased its Johnson & Johnson (JNJ) stake by 0.69% in Q2 2025, buying an estimated $2.31K and bringing the position to 2,203 shares worth $337K. The position accounts for 0.25% of the portfolio, ranked #36.

David Wealth Management first reported a position in JNJ in Q4 2024 and has held it in 3 quarters since. The position peaked at $363K in Q1 2025. 4,090 funds tracked by Wall St. Rank hold JNJ as of Q2 2025.

  • David Wealth Management held 2,203 shares of Johnson & Johnson worth $337K as of Q2 2025.
  • David Wealth Management bought 15 Johnson & Johnson shares in Q2 2025, an estimated $2.31K.
  • Johnson & Johnson made up 0.25% of David Wealth Management's portfolio in Q2 2025, its #36 holding.
  • David Wealth Management first reported a position in Johnson & Johnson in Q4 2024 and has held it in 3 quarters since.
  • David Wealth Management's Johnson & Johnson position peaked at $363K in Q1 2025.
  • 4,090 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2025.

Based on David Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.