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Marcum Wealth’s Johnson & Johnson JNJ Stock Holding History

Marcum Wealth’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
Q1 		$1.97M Buy
11,855
+1,882
+19% +$294K 0.17% 66
2024
Q4 		$1.44M Sell
9,973
-696
-7% -$108K 0.13% 84
2024
Q3 		$1.73M Sell
10,669
-633
-6% -$101K 0.16% 67
2024
Q2 		$1.65M Sell
11,302
-190
-2% -$28.3K 0.17% 66
2024
Q1 		$1.82M Sell
11,492
-3,535
-24% -$563K 0.18% 60
2023
Q4 		$2.36M Buy
15,027
+93
+0.6% +$14.3K 0.25% 40
2023
Q3 		$2.33M Sell
14,934
-2,782
-16% -$459K 0.28% 37
2023
Q2 		$2.93M Buy
17,716
+89
+0.5% +$14.4K 0.34% 29
2023
Q1 		$2.73M Buy
17,627
+194
+1% +$31.3K 0.34% 28
2022
Q4 		$3.08M Sell
17,433
-1,709
-9% -$295K 0.41% 25
2022
Q3 		$3.13M Buy
19,142
+171
+0.9% +$28.9K 0.47% 22
2022
Q2 		$3.37M Buy
18,971
+1,739
+10% +$310K 0.5% 21
2022
Q1 		$3.05M Sell
17,232
-1,662
-9% -$283K 0.42% 25
2021
Q4 		$3.23M Sell
18,894
-1,639
-8% -$268K 0.45% 26
2021
Q3 		$3.32M Sell
20,533
-4,615
-18% -$787K 0.52% 23
2021
Q2 		$4.14M Sell
25,148
-2,670
-10% -$442K 0.67% 20
2021
Q1 		$4.57M Buy
27,818
+12,506
+82% +$2.02M 0.75% 17
2020
Q4 		$2.41M Buy
15,312
+2,729
+22% +$403K 0.57% 22
2020
Q3 		$1.87M Sell
12,583
-1,994
-14% -$295K 0.57% 25
2020
Q2 		$2.05M Buy
14,577
+3,776
+35% +$550K 0.63% 27
2020
Q1 		$1.42M Sell
10,801
-1,374
-11% -$195K 0.55% 21
2019
Q4 		$1.78M Buy
+12,175
New +$1.65M 0.67% 18

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Marcum Wealth's JNJ Position: Q1 2025 in Review

Marcum Wealth increased its Johnson & Johnson (JNJ) stake by 19% in Q1 2025, buying an estimated $294K and bringing the position to 11,855 shares worth $1.97M. The position accounts for 0.17% of the portfolio, ranked #66.

Marcum Wealth first reported a position in JNJ in Q4 2019 and has held it in 22 quarters since. The position peaked at $4.57M in Q1 2021. 4,148 funds tracked by Wall St. Rank hold JNJ as of Q1 2025.

  • Marcum Wealth held 11,855 shares of Johnson & Johnson worth $1.97M as of Q1 2025.
  • Marcum Wealth bought 1,882 Johnson & Johnson shares in Q1 2025, an estimated $294K.
  • Johnson & Johnson made up 0.17% of Marcum Wealth's portfolio in Q1 2025, its #66 holding.
  • Marcum Wealth first reported a position in Johnson & Johnson in Q4 2019 and has held it in 22 quarters since.
  • Marcum Wealth's Johnson & Johnson position peaked at $4.57M in Q1 2021.
  • 4,148 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.