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Lokken Investment Group’s Johnson & Johnson JNJ Stock Holding History

Lokken Investment 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
2025
Q3 		$1.59M Sell
8,558
-296
-3% -$50.7K 0.54% 48
2025
Q2 		$1.35M Sell
8,854
-82
-0.9% -$12.6K 0.52% 54
2025
Q1 		$1.48M Sell
8,936
-6,263
-41% -$980K 0.62% 42
2024
Q4 		$2.2M Buy
15,199
+247
+2% +$38.3K 0.95% 29
2024
Q3 		$2.42M Buy
14,952
+653
+5% +$104K 1.01% 21
2024
Q2 		$2.09M Sell
14,299
-2,038
-12% -$303K 0.98% 26
2024
Q1 		$2.58M Buy
16,337
+217
+1% +$34.5K 1.29% 17
2023
Q4 		$2.53M Buy
16,120
+952
+6% +$146K 1.43% 17
2023
Q3 		$2.36M Buy
15,168
+276
+2% +$45.5K 1.55% 16
2023
Q2 		$2.46M Buy
14,892
+1,185
+9% +$191K 1.61% 15
2023
Q1 		$2.12M Sell
13,707
-19
-0.1% -$3.07K 1.61% 15
2022
Q4 		$2.42M Buy
13,726
+668
+5% +$115K 1.91% 15
2022
Q3 		$2.13M Buy
13,058
+90
+0.7% +$15.2K 1.84% 16
2022
Q2 		$2.3M Buy
12,968
+201
+2% +$35.8K 1.87% 15
2022
Q1 		$2.3M Buy
12,767
+648
+5% +$110K 1.83% 15
2021
Q4 		$2.07M Buy
12,119
+1,421
+13% +$233K 1.48% 17
2021
Q3 		$1.73M Sell
10,698
-215
-2% -$36.7K 1.37% 19
2021
Q2 		$1.8M Buy
10,913
+513
+5% +$84.9K 1.46% 19
2021
Q1 		$1.71M Sell
10,400
-551
-5% -$89.2K 1.51% 19
2020
Q4 		$1.72M Buy
+10,951
New +$1.62M 1.57% 19

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
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lokken Investment Group's JNJ Position: Q3 2025 in Review

Lokken Investment Group reduced its Johnson & Johnson (JNJ) stake by 3.3% in Q3 2025, selling an estimated $50.7K and leaving 8,558 shares worth $1.59M. The position accounts for 0.54% of the portfolio, ranked #48.

Lokken Investment Group first reported a position in JNJ in Q4 2020 and has held it in 20 quarters since. The position peaked at $2.58M in Q1 2024. 4,188 funds tracked by Wall St. Rank hold JNJ as of Q3 2025.

  • Lokken Investment Group held 8,558 shares of Johnson & Johnson worth $1.59M as of Q3 2025.
  • Lokken Investment Group sold 296 Johnson & Johnson shares in Q3 2025, an estimated $50.7K.
  • Johnson & Johnson made up 0.54% of Lokken Investment Group's portfolio in Q3 2025, its #48 holding.
  • Lokken Investment Group first reported a position in Johnson & Johnson in Q4 2020 and has held it in 20 quarters since.
  • Lokken Investment Group's Johnson & Johnson position peaked at $2.58M in Q1 2024.
  • 4,188 funds tracked by Wall St. Rank held Johnson & Johnson as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.