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

Ledge 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
2023
Q4 		$312K Buy
1,988
+30
+2% +$4.6K 0.12% 53
2023
Q3 		$305K Buy
1,958
+65
+3% +$10.7K 0.14% 51
2023
Q2 		$313K Buy
1,893
+5
+0.3% +$807 0.15% 51
2023
Q1 		$293K Buy
1,888
+67
+4% +$10.8K 0.14% 56
2022
Q4 		$322K Sell
1,821
-49
-3% -$8.46K 0.15% 62
2022
Q3 		$306K Buy
1,870
+42
+2% +$7.11K 0.19% 55
2022
Q2 		$325K Buy
1,828
+1
+0.1% +$178 0.2% 58
2022
Q1 		$324K Buy
+1,827
New +$311K 0.2% 63

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Ledge Wealth Management's JNJ Position: Q4 2023 in Review

Ledge Wealth Management increased its Johnson & Johnson (JNJ) stake by 1.5% in Q4 2023, buying an estimated $4.6K and bringing the position to 1,988 shares worth $312K. The position accounts for 0.12% of the portfolio, ranked #53.

Ledge Wealth Management first reported a position in JNJ in Q1 2022 and has held it in 8 quarters since. The position peaked at $325K in Q2 2022. 3,868 funds tracked by Wall St. Rank hold JNJ as of Q4 2023.

  • Ledge Wealth Management held 1,988 shares of Johnson & Johnson worth $312K as of Q4 2023.
  • Ledge Wealth Management bought 30 Johnson & Johnson shares in Q4 2023, an estimated $4.6K.
  • Johnson & Johnson made up 0.12% of Ledge Wealth Management's portfolio in Q4 2023, its #53 holding.
  • Ledge Wealth Management first reported a position in Johnson & Johnson in Q1 2022 and has held it in 8 quarters since.
  • Ledge Wealth Management's Johnson & Johnson position peaked at $325K in Q2 2022.
  • 3,868 funds tracked by Wall St. Rank held Johnson & Johnson as of Q4 2023.

Based on Ledge Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.