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Long Island Wealth Management’s Johnson & Johnson JNJ Stock Holding History

Long Island 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
2024
Q1 		– Sell
-212
Closed -$33K – 237
2023
Q4 		$33K Buy
+212
New +$32.5K 0.02% 146

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
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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Long Island Wealth Management's JNJ Position: Q1 2024 in Review

Long Island Wealth Management sold out of Johnson & Johnson (JNJ) in Q1 2024, closing a stake of 212 shares — an estimated $33K sold.

Long Island Wealth Management first reported a position in JNJ in Q4 2023 and held it in 1 quarter. The position peaked at $33K in Q4 2023. 3,849 funds tracked by Wall St. Rank hold JNJ as of Q1 2024.

  • Long Island Wealth Management reported no remaining Johnson & Johnson position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 212 Johnson & Johnson shares in Q1 2024, an estimated $33K.
  • Long Island Wealth Management first reported a position in Johnson & Johnson in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's Johnson & Johnson position peaked at $33K in Q4 2023.
  • 3,849 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.