Kathleen S. Wright Associates’s Johnson & Johnson JNJ Stock Holding History

Kathleen S. Wright Associates’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	$1.63M	Buy	8,700 +1,200	+16%	+$206K	0.61%	35
2025 Q2	$1.22M	Buy	7,500 +227	+3%	+$34.9K	0.48%	42
2025 Q1	$1.15M	Sell	7,273 -1,944	-21%	-$304K	0.48%	39
2024 Q4	$1.33M	Hold	9,217	–	–	0.56%	37
2024 Q3	$1.49M	Buy	9,217 +17	+0.2%	+$2.71K	0.61%	36
2024 Q2	$1.36M	Hold	9,200	–	–	0.62%	36
2024 Q1	$1.41M	Sell	9,200 -100	-1%	-$15.9K	0.66%	36
2023 Q4	$1.48M	Hold	9,300	–	–	0.75%	35
2023 Q3	$1.46M	Buy	9,300 +6,300	+210%	+$1.04M	0.82%	33
2023 Q2	$497K	Sell	3,000 -3,700	-55%	-$597K	0.32%	59
2023 Q1	$1.04M	Sell	6,700 -1,620	-19%	-$262K	0.68%	42
2022 Q4	$1.47M	Buy	8,320 +100	+1%	+$17.3K	1%	29
2022 Q3	$1.34M	Buy	8,220 +20	+0.2%	+$3.38K	1.09%	28
2022 Q2	$1.46M	Hold	8,200	–	–	1.23%	25
2022 Q1	$1.45M	Hold	8,200	–	–	1.06%	28
2021 Q4	$1.4M	Buy	+8,200	New	+$1.34M	1.03%	28

Other funds holding JNJ

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 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 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

Kathleen S. Wright Associates's JNJ Position: Q3 2025 in Review

Kathleen S. Wright Associates increased its Johnson & Johnson (JNJ) stake by 16% in Q3 2025, buying an estimated $206K and bringing the position to 8,700 shares worth $1.63M. The position accounts for 0.61% of the portfolio, ranked #35.

Kathleen S. Wright Associates first reported a position in JNJ in Q4 2021 and has held it in 16 quarters since. 4,187 funds tracked by Wall St. Rank hold JNJ as of Q3 2025.

Kathleen S. Wright Associates held 8,700 shares of Johnson & Johnson worth $1.63M as of Q3 2025.
Kathleen S. Wright Associates bought 1,200 Johnson & Johnson shares in Q3 2025, an estimated $206K.
Johnson & Johnson made up 0.61% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #35 holding.
Kathleen S. Wright Associates first reported a position in Johnson & Johnson in Q4 2021 and has held it in 16 quarters since.
4,187 funds tracked by Wall St. Rank held Johnson & Johnson as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.