Eagle Ridge Investment Management’s Johnson & Johnson JNJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$5.61M Buy
38,773
+665
+2% +$103K 0.49% 47
2024
Q3
$6.18M Buy
38,108
+5
+0% +$797 0.54% 46
2024
Q2
$5.57M Sell
38,103
-1,027
-3% -$153K 0.52% 49
2024
Q1
$6.19M Sell
39,130
-180
-0.5% -$28.7K 0.57% 49
2023
Q4
$6.16M Sell
39,310
-82
-0.2% -$12.6K 0.6% 50
2023
Q3
$6.14M Sell
39,392
-1,418
-3% -$234K 0.67% 50
2023
Q2
$6.75M Sell
40,810
-3,372
-8% -$544K 0.71% 49
2023
Q1
$6.85M Sell
44,182
-436
-1% -$70.4K 0.77% 50
2022
Q4
$7.88M Sell
44,618
-83
-0.2% -$14.3K 0.92% 47
2022
Q3
$7.3M Buy
44,701
+23,940
+115% +$4.05M 0.92% 50
2022
Q2
$3.69M Buy
20,761
+249
+1% +$44.4K 0.44% 57
2022
Q1
$3.63M Sell
20,512
-636
-3% -$108K 0.39% 57
2021
Q4
$3.62M Sell
21,148
-105
-0.5% -$17.2K 0.38% 58
2021
Q3
$3.43M Buy
21,253
+242
+1% +$41.3K 0.38% 59
2021
Q2
$3.46M Hold
21,011
0.4% 56
2021
Q1
$3.45M Sell
21,011
-943
-4% -$153K 0.42% 56
2020
Q4
$3.46M Sell
21,954
-100
-0.5% -$14.8K 0.44% 55
2020
Q3
$3.28M Buy
22,054
+912
+4% +$135K 0.46% 54
2020
Q2
$2.97M Sell
21,142
-1,863
-8% -$271K 0.45% 55
2020
Q1
$3.02M Sell
23,005
-2,439
-10% -$346K 0.52% 55
2019
Q4
$3.71M Sell
25,444
-30
-0.1% -$4.07K 0.5% 60
2019
Q3
$3.3M Sell
25,474
-1,160
-4% -$153K 0.48% 60
2019
Q2
$3.71M Buy
26,634
+641
+2% +$88.7K 0.54% 59
2019
Q1
$3.63M Sell
25,993
-485
-2% -$65K 0.53% 59
2018
Q4
$3.42M Sell
26,478
-984
-4% -$137K 0.58% 57
2018
Q3
$3.79M Sell
27,462
-60
-0.2% -$7.97K 0.55% 60
2018
Q2
$3.34M Buy
27,522
+1,627
+6% +$203K 0.5% 61
2018
Q1
$3.32M Sell
25,895
-1,627
-6% -$220K 0.51% 61
2017
Q4
$3.85M Hold
27,522
0.59% 61
2017
Q3
$3.58M Buy
27,522
+928
+3% +$123K 0.59% 61
2017
Q2
$1.76M Buy
26,594
+13,357
+101% +$1.7M 0.33% 67
2017
Q1
$1.65M Sell
13,237
-372
-3% -$44.4K 0.32% 70
2016
Q4
$1.57M Buy
13,609
+1,338
+11% +$155K 0.33% 71
2016
Q3
$1.45M Sell
12,271
-266
-2% -$32.3K 0.32% 70
2016
Q2
$1.52M Buy
12,537
+1,655
+15% +$188K 0.35% 70
2016
Q1
$1.18M Sell
10,882
-150
-1% -$15.5K 0.28% 74
2015
Q4
$1.13M Sell
11,032
-446
-4% -$44.9K 0.27% 75
2015
Q3
$1.07M Buy
+11,478
New +$1.11M 0.28% 71
2015
Q2
Sell
-2,020
Closed -$203K 57
2015
Q1
$203K Hold
2,020
0.09% 55
2014
Q4
$211K Hold
2,020
0.1% 51
2014
Q3
$215K Hold
2,020
0.1% 54
2014
Q2
$211K Sell
2,020
-400
-17% -$40.4K 0.1% 57
2014
Q1
$238K Buy
+2,420
New +$224K 0.12% 51

Other funds holding JNJ

Eagle Ridge Investment Management's JNJ Position: Q4 2024 in Review

Eagle Ridge Investment Management increased its Johnson & Johnson (JNJ) stake by 1.7% in Q4 2024, buying an estimated $103K and bringing the position to 38,773 shares worth $5.61M. The position accounts for 0.49% of the portfolio, ranked #47.

Eagle Ridge Investment Management first reported a position in JNJ in Q1 2014 and has held it in 43 quarters since. The position peaked at $7.88M in Q4 2022. 4,104 funds tracked by Wall St. Rank hold JNJ as of Q4 2024.

  • Eagle Ridge Investment Management held 38,773 shares of Johnson & Johnson worth $5.61M as of Q4 2024.
  • Eagle Ridge Investment Management bought 665 Johnson & Johnson shares in Q4 2024, an estimated $103K.
  • Johnson & Johnson made up 0.49% of Eagle Ridge Investment Management's portfolio in Q4 2024, its #47 holding.
  • Eagle Ridge Investment Management first reported a position in Johnson & Johnson in Q1 2014 and has held it in 43 quarters since.
  • Eagle Ridge Investment Management's Johnson & Johnson position peaked at $7.88M in Q4 2022.
  • 4,104 funds tracked by Wall St. Rank held Johnson & Johnson as of Q4 2024.

Based on Eagle Ridge Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.