LWM Advisory Services’s Johnson & Johnson JNJ Stock Holding History

LWM Advisory 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
2024 Q2	–	Sell	-2,125	Closed	-$336K	–	85
2024 Q1	$336K	Sell	2,125 -75	-3%	-$11.9K	0.27%	68
2023 Q4	$345K	Buy	2,200 +75	+4%	+$11.5K	0.3%	61
2023 Q3	$331K	Buy	2,125 +1	+0%	+$165	0.35%	53
2023 Q2	$352K	Sell	2,124 -93	-4%	-$15K	0.37%	52
2023 Q1	$344K	Buy	2,217 +76	+4%	+$12.3K	0.37%	56
2022 Q4	$378K	Sell	2,141 -2,292	-52%	-$396K	0.42%	49
2022 Q3	$724K	Buy	4,433 +277	+7%	+$46.9K	0.82%	31
2022 Q2	$738K	Buy	4,156 +1,570	+61%	+$280K	0.88%	24
2022 Q1	$458K	Buy	2,586 +302	+13%	+$51.4K	0.57%	50
2021 Q4	$391K	Buy	+2,284	New	+$374K	0.48%	62

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

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

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

LWM Advisory Services's JNJ Position: Q2 2024 in Review

LWM Advisory Services sold out of Johnson & Johnson (JNJ) in Q2 2024, closing a stake of 2,125 shares — an estimated $336K sold.

LWM Advisory Services first reported a position in JNJ in Q4 2021 and held it in 10 quarters. The position peaked at $738K in Q2 2022. 3,802 funds tracked by Wall St. Rank hold JNJ as of Q2 2024.

LWM Advisory Services reported no remaining Johnson & Johnson position as of Q2 2024 after selling out during the quarter.
LWM Advisory Services sold 2,125 Johnson & Johnson shares in Q2 2024, an estimated $336K.
LWM Advisory Services first reported a position in Johnson & Johnson in Q4 2021 and held it in 10 quarters.
LWM Advisory Services's Johnson & Johnson position peaked at $738K in Q2 2022.
3,802 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2024.

Based on LWM Advisory Services's 13F filing for Q2 2024, filed 8 Aug 2024.