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LWMG
Levy Wealth Management Group’s
Johnson & Johnson
JNJ
Stock Holding History
Levy Wealth Management Group’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
2024
Q2
$1.71M
Sell
11,665
-489
-4%
-$72.7K
0.44%
27
2024
Q1
$1.91M
Hold
12,154
–
–
0.53%
23
2023
Q4
$1.91M
Buy
12,154
+19
+0.2%
+$2.91K
0.53%
23
2023
Q3
$1.89M
Buy
12,135
+23
+0.2%
+$3.79K
0.59%
23
2023
Q2
$2M
Sell
12,112
-289
-2%
-$46.6K
0.59%
24
2023
Q1
$1.92M
Buy
12,401
+412
+3%
+$66.5K
0.59%
25
2022
Q4
$2.12M
Sell
11,989
-47
-0.4%
-$8.12K
0.71%
24
2022
Q3
$1.97M
Buy
12,036
+1,311
+12%
+$222K
0.85%
23
2022
Q2
$1.9M
Sell
10,725
-62
-0.6%
-$11K
0.87%
17
2022
Q1
$1.91M
Buy
10,787
+481
+5%
+$81.8K
0.79%
21
2021
Q4
$1.76M
Buy
10,306
+16
+0.2%
+$2.62K
0.8%
24
2021
Q3
$1.66M
Buy
10,290
+15
+0.1%
+$2.56K
0.91%
21
2021
Q2
$1.69M
Buy
10,275
+517
+5%
+$85.6K
0.97%
19
2021
Q1
$1.6M
Buy
9,758
+123
+1%
+$19.9K
1.05%
14
2020
Q4
$1.52M
Buy
+9,635
New
+$1.42M
1.08%
15
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1-Year Est. Return
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$5.7T AUM
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1-Year Est. Return
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$2.9T AUM
29.55%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
State Farm Mutual Automobile Insurance
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$127B AUM
32.55%
1-Year Est. Return
JP Morgan Chase
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$1.47T AUM
27.86%
1-Year Est. Return
Norges Bank
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$935B AUM
Northern Trust
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$757B AUM
28.64%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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