Goldstein Advisors’s Johnson & Johnson JNJ Stock Holding History

Goldstein Advisors’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
2026 Q1	$879K	Buy	3,596 +40	+1%	+$9.32K	0.1%	74
2025 Q4	$736K	Buy	3,556 +6	+0.2%	+$1.19K	0.08%	81
2025 Q3	$658K	Sell	3,550 -69	-2%	-$11.8K	0.08%	86
2025 Q2	$553K	Sell	3,619 -35	-1%	-$5.38K	0.07%	88
2025 Q1	$606K	Sell	3,654 -621	-15%	-$97.2K	0.09%	79
2024 Q4	$618K	Sell	4,275 -220	-5%	-$34.1K	0.09%	79
2024 Q3	$728K	Buy	4,495 +18	+0.4%	+$2.87K	0.11%	68
2024 Q2	$654K	Buy	4,477 +947	+27%	+$141K	0.11%	66
2024 Q1	$558K	Buy	3,530 +122	+4%	+$19.4K	0.1%	75
2023 Q4	$534K	Buy	3,408 +29	+0.9%	+$4.45K	0.09%	98
2023 Q3	$526K	Sell	3,379 -282	-8%	-$46.5K	0.11%	70
2023 Q2	$606K	Sell	3,661 -8	-0.2%	-$1.29K	0.13%	65
2023 Q1	$569K	Buy	3,669 +121	+3%	+$19.5K	0.13%	68
2022 Q4	$627K	Buy	+3,548	New	+$613K	0.15%	63

Other funds holding JNJ

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America

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