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

Executive 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
2024
Q4 		$10.6M Buy
73,193
+17,173
+31% +$2.66M 0.83% 30
2024
Q3 		$9.08M Buy
+56,020
New +$8.93M 0.71% 42
2024
Q2 		– Sell
-51,988
Closed -$8.2M – 196
2024
Q1 		$8.2M Sell
51,988
-239
-0.5% -$38K 0.72% 47
2023
Q4 		$8.19M Buy
52,227
+74
+0.1% +$11.3K 0.77% 45
2023
Q3 		$8.12M Buy
52,153
+874
+2% +$144K 0.84% 39
2023
Q2 		$8.49M Buy
51,279
+823
+2% +$133K 0.88% 36
2023
Q1 		$7.82M Buy
50,456
+2,367
+5% +$382K 0.87% 33
2022
Q4 		$8.5M Buy
48,089
+41,516
+632% +$7.17M 1.04% 24
2022
Q3 		$6.57K Sell
6,573
-33,493
-84% -$5.67M 0.92% 29
2022
Q2 		$7.11M Sell
40,066
-499
-1% -$88.9K 0.96% 28
2022
Q1 		$7.19M Buy
40,565
+397
+1% +$67.6K 0.78% 43
2021
Q4 		$6.87M Buy
40,168
+1,709
+4% +$280K 0.68% 47
2021
Q3 		$6.21M Buy
38,459
+96
+0.3% +$16.4K 0.69% 50
2021
Q2 		$6.32M Buy
38,363
+2,643
+7% +$438K 0.69% 47
2021
Q1 		$5.87M Buy
35,720
+1,362
+4% +$220K 0.69% 41
2020
Q4 		$5.41M Buy
34,358
+4,196
+14% +$619K 0.66% 40
2020
Q3 		$4.49M Buy
30,162
+1,112
+4% +$165K 0.62% 39
2020
Q2 		$4.08M Sell
29,050
-4,025
-12% -$587K 0.61% 37
2020
Q1 		$4.34M Sell
33,075
-1,864
-5% -$264K 0.77% 21
2019
Q4 		$5.1M Buy
34,939
+2,443
+8% +$331K 0.7% 36
2019
Q3 		$4.2M Buy
32,496
+3,947
+14% +$520K 0.64% 39
2019
Q2 		$3.98M Buy
28,549
+2,540
+10% +$352K 0.56% 39
2019
Q1 		$3.64M Buy
26,009
+401
+2% +$53.7K 0.65% 29
2018
Q4 		$3.31M Buy
+25,608
New +$3.57M 0.58% 32

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Executive Wealth Management's JNJ Position: Q4 2024 in Review

Executive Wealth Management increased its Johnson & Johnson (JNJ) stake by 31% in Q4 2024, buying an estimated $2.66M and bringing the position to 73,193 shares worth $10.6M. The position accounts for 0.83% of the portfolio, ranked #30.

Executive Wealth Management first reported a position in JNJ in Q4 2018 and has held it in 24 quarters since. 4,104 funds tracked by Wall St. Rank hold JNJ as of Q4 2024.

  • Executive Wealth Management held 73,193 shares of Johnson & Johnson worth $10.6M as of Q4 2024.
  • Executive Wealth Management bought 17,173 Johnson & Johnson shares in Q4 2024, an estimated $2.66M.
  • Johnson & Johnson made up 0.83% of Executive Wealth Management's portfolio in Q4 2024, its #30 holding.
  • Executive Wealth Management first reported a position in Johnson & Johnson in Q4 2018 and has held it in 24 quarters since.
  • 4,104 funds tracked by Wall St. Rank held Johnson & Johnson as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.