Lutz Financial Services’s Johnson & Johnson JNJ Stock Holding History

Lutz Financial Services’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 Q2	–	Sell	-1,213	Closed	-$201K	–	98
2025 Q1	$201K	Buy	+1,213	New	+$190K	0.02%	95
2023 Q2	–	Sell	-1,314	Closed	-$204K	–	82
2023 Q1	$204K	Buy	1,314 +24	+2%	+$3.88K	0.02%	76
2022 Q4	$228K	Buy	1,290 +3	+0.2%	+$518	0.03%	73
2022 Q3	$210K	Buy	+1,287	New	+$218K	0.03%	70
2018 Q1	–	Sell	-3,614	Closed	-$505K	–	47
2017 Q4	$505K	Buy	+3,614	New	+$503K	0.15%	36

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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

Lutz Financial Services's JNJ Position: Q2 2025 in Review

Lutz Financial Services sold out of Johnson & Johnson (JNJ) in Q2 2025, closing a stake of 1,213 shares — an estimated $201K sold.

Lutz Financial Services first reported a position in JNJ in Q4 2017 and held it in 5 quarters. The position peaked at $505K in Q4 2017. 4,082 funds tracked by Wall St. Rank hold JNJ as of Q2 2025.

Lutz Financial Services reported no remaining Johnson & Johnson position as of Q2 2025 after selling out during the quarter.
Lutz Financial Services sold 1,213 Johnson & Johnson shares in Q2 2025, an estimated $201K.
Lutz Financial Services first reported a position in Johnson & Johnson in Q4 2017 and held it in 5 quarters.
Lutz Financial Services's Johnson & Johnson position peaked at $505K in Q4 2017.
4,082 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2025.

Based on Lutz Financial Services's 13F filing for Q2 2025, filed 29 Jul 2025.