Legacy Wealth Planning’s Johnson & Johnson JNJ Stock Holding History

Legacy Wealth Planning’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
2022 Q3	$446K	Hold	2,731	–	–	0.74%	31
2022 Q2	$485K	Sell	2,731 -155	-5%	-$27.6K	0.7%	34
2022 Q1	$511K	Buy	2,886 +30	+1%	+$5.11K	0.6%	39
2021 Q4	$489K	Sell	2,856 -85	-3%	-$13.9K	0.56%	40
2021 Q3	$475K	Hold	2,941	–	–	0.53%	43
2021 Q2	$485K	Hold	2,941	–	–	0.55%	40
2021 Q1	$483K	Buy	2,941 +155	+6%	+$25.1K	0.62%	40
2020 Q4	$438K	Sell	2,786 -175	-6%	-$25.8K	0.56%	38
2020 Q3	$441K	Hold	2,961	–	–	0.5%	39
2020 Q2	$416K	Hold	2,961	–	–	0.5%	37
2020 Q1	$388K	Hold	2,961	–	–	0.62%	33
2019 Q4	$432K	Buy	+2,961	New	+$402K	0.49%	39

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

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

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Legacy Wealth Planning's JNJ Position: Q3 2022 in Review

Legacy Wealth Planning held its Johnson & Johnson (JNJ) position steady in Q3 2022 at 2,731 shares worth $446K. The position accounts for 0.74% of the portfolio, ranked #31.

Legacy Wealth Planning first reported a position in JNJ in Q4 2019 and has held it in 12 quarters since. The position peaked at $511K in Q1 2022. 3,623 funds tracked by Wall St. Rank hold JNJ as of Q3 2022.

Legacy Wealth Planning held 2,731 shares of Johnson & Johnson worth $446K as of Q3 2022.
Legacy Wealth Planning left its Johnson & Johnson share count unchanged in Q3 2022.
Johnson & Johnson made up 0.74% of Legacy Wealth Planning's portfolio in Q3 2022, its #31 holding.
Legacy Wealth Planning first reported a position in Johnson & Johnson in Q4 2019 and has held it in 12 quarters since.
Legacy Wealth Planning's Johnson & Johnson position peaked at $511K in Q1 2022.
3,623 funds tracked by Wall St. Rank held Johnson & Johnson as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.