Financial Advocates Investment Management’s Johnson & Johnson JNJ Stock Holding History

Financial Advocates Investment 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 Q3	–	Sell	-9,910	Closed	-$1.51M	–	340
2025 Q2	$1.51M	Sell	9,910 -2,435	-20%	-$374K	0.12%	161
2025 Q1	$2.05M	Sell	12,345 -8,684	-41%	-$1.36M	0.14%	160
2024 Q4	$3.04M	Buy	21,029 +2,380	+13%	+$369K	0.17%	133
2024 Q3	$3.02M	Sell	18,649 -9	-0%	-$1.43K	0.17%	128
2024 Q2	$2.73M	Sell	18,658 -2,867	-13%	-$426K	0.17%	136
2024 Q1	$3.4M	Sell	21,525 -405	-2%	-$64.5K	0.2%	120
2023 Q4	$3.44M	Sell	21,930 -4,625	-17%	-$709K	0.22%	107
2023 Q3	$4.14M	Sell	26,555 -2,520	-9%	-$416K	0.3%	85
2023 Q2	$4.81M	Buy	29,075 +350	+1%	+$56.5K	0.34%	73
2023 Q1	$4.45M	Buy	28,725 +257	+0.9%	+$41.5K	0.32%	72
2022 Q4	$5.03M	Sell	28,468 -1,658	-6%	-$286K	0.37%	65
2022 Q3	$4.92M	Buy	30,126 +537	+2%	+$90.9K	0.41%	57
2022 Q2	$5.25M	Sell	29,589 -3,812	-11%	-$679K	0.43%	53
2022 Q1	$5.92M	Sell	33,401 -252	-0.7%	-$42.9K	0.39%	53
2021 Q4	$5.76M	Buy	33,653 +1,674	+5%	+$274K	0.36%	57
2021 Q3	$5.17M	Buy	31,979 +2,435	+8%	+$415K	0.35%	63
2021 Q2	$4.88M	Sell	29,544 -3,148	-10%	-$521K	0.33%	65
2021 Q1	$5.35M	Sell	32,692 -3,527	-10%	-$571K	0.38%	55
2020 Q4	$5.7M	Buy	36,219 +5,085	+16%	+$750K	0.39%	58
2020 Q3	$4.63M	Buy	31,134 +1,405	+5%	+$208K	0.4%	54
2020 Q2	$4.18M	Buy	29,729 +1,632	+6%	+$238K	0.4%	54
2020 Q1	$3.69M	Buy	28,097 +2,161	+8%	+$307K	0.53%	45
2019 Q4	$3.78M	Sell	25,936 -439	-2%	-$59.5K	0.4%	60
2019 Q3	$3.41M	Sell	26,375 -4,522	-15%	-$596K	0.39%	65
2019 Q2	$4.3M	Sell	30,897 -1,025	-3%	-$142K	0.5%	48
2019 Q1	$4.46M	Sell	31,922 -775	-2%	-$104K	0.56%	46
2018 Q4	$4.22M	Sell	32,697 -1,388	-4%	-$194K	0.58%	46
2018 Q3	$4.71M	Buy	34,085 +2,887	+9%	+$384K	0.53%	45
2018 Q2	$3.79M	Sell	31,198 -1,111	-3%	-$139K	0.46%	51
2018 Q1	$4.14M	Buy	32,309 +3,667	+13%	+$496K	0.54%	42
2017 Q4	$4M	Buy	+28,642	New	+$3.99M	0.55%	42

Other funds holding JNJ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Financial Advocates Investment Management's JNJ Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Johnson & Johnson (JNJ) in Q3 2025, closing a stake of 9,910 shares — an estimated $1.51M sold.

Financial Advocates Investment Management first reported a position in JNJ in Q4 2017 and held it in 31 quarters. The position peaked at $5.92M in Q1 2022. 4,191 funds tracked by Wall St. Rank hold JNJ as of Q3 2025.

Financial Advocates Investment Management reported no remaining Johnson & Johnson position as of Q3 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 9,910 Johnson & Johnson shares in Q3 2025, an estimated $1.51M.
Financial Advocates Investment Management first reported a position in Johnson & Johnson in Q4 2017 and held it in 31 quarters.
Financial Advocates Investment Management's Johnson & Johnson position peaked at $5.92M in Q1 2022.
4,191 funds tracked by Wall St. Rank held Johnson & Johnson as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.