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Marshall Financial Group (Pennsylvania)’s Johnson & Johnson JNJ Stock Holding History

Marshall Financial Group (Pennsylvania)’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 		$2.8M Sell
15,094
-98
-0.6% -$16.8K 0.77% 18
2025
Q2 		$2.32M Buy
15,192
+3
+0% +$461 0.69% 21
2025
Q1 		$2.52M Sell
15,189
-598
-4% -$93.6K 0.79% 18
2024
Q4 		$2.28M Buy
15,787
+5
+0% +$775 0.7% 20
2024
Q3 		$2.56M Sell
15,782
-895
-5% -$143K 0.77% 20
2024
Q2 		$2.44M Sell
16,677
-396
-2% -$58.9K 0.79% 19
2024
Q1 		$2.7M Buy
17,073
+5,463
+47% +$870K 0.89% 19
2023
Q4 		$1.82M Sell
11,610
-589
-5% -$90.3K 0.65% 21
2023
Q3 		$1.9M Sell
12,199
-1,499
-11% -$247K 0.77% 19
2023
Q2 		$2.27M Buy
13,698
+219
+2% +$35.3K 0.87% 19
2023
Q1 		$2.09M Buy
13,479
+10
+0.1% +$1.61K 0.85% 19
2022
Q4 		$2.38M Buy
13,469
+8
+0.1% +$1.38K 1.02% 19
2022
Q3 		$2.2M Sell
13,461
-2,096
-13% -$355K 1.04% 19
2022
Q2 		$2.76M Sell
15,557
-122
-0.8% -$21.7K 1.25% 18
2022
Q1 		$2.78M Sell
15,679
-278
-2% -$47.3K 1.11% 19
2021
Q4 		$2.73M Buy
15,957
+720
+5% +$118K 1.06% 17
2021
Q3 		$2.46M Sell
15,237
-599
-4% -$102K 1.04% 17
2021
Q2 		$2.61M Sell
15,836
-92
-0.6% -$15.2K 1.11% 16
2021
Q1 		$2.62M Sell
15,928
-1,437
-8% -$233K 1.19% 17
2020
Q4 		$2.73M Sell
17,365
-180
-1% -$26.6K 1.34% 15
2020
Q3 		$2.61M Buy
17,545
+183
+1% +$27.1K 1.54% 15
2020
Q2 		$2.44M Buy
17,362
+2
+0% +$291 1.62% 15
2020
Q1 		$2.28M Sell
17,360
-506
-3% -$71.8K 1.84% 15
2019
Q4 		$2.61M Sell
17,866
-1,593
-8% -$216K 1.76% 14
2019
Q3 		$2.52M Sell
19,459
-8,346
-30% -$1.1M 1.92% 13
2019
Q2 		$3.87M Sell
27,805
-9,338
-25% -$1.29M 2.95% 9
2019
Q1 		$5.19M Sell
37,143
-1,992
-5% -$267K 4.25% 8
2018
Q4 		$5.05M Buy
+39,135
New +$5.46M 4.78% 7

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

Marshall Financial Group (Pennsylvania)'s JNJ Position: Q3 2025 in Review

Marshall Financial Group (Pennsylvania) reduced its Johnson & Johnson (JNJ) stake by 0.65% in Q3 2025, selling an estimated $16.8K and leaving 15,094 shares worth $2.8M. The position accounts for 0.77% of the portfolio, ranked #18.

Marshall Financial Group (Pennsylvania) first reported a position in JNJ in Q4 2018 and has held it in 28 quarters since. The position peaked at $5.19M in Q1 2019. 4,187 funds tracked by Wall St. Rank hold JNJ as of Q3 2025.

  • Marshall Financial Group (Pennsylvania) held 15,094 shares of Johnson & Johnson worth $2.8M as of Q3 2025.
  • Marshall Financial Group (Pennsylvania) sold 98 Johnson & Johnson shares in Q3 2025, an estimated $16.8K.
  • Johnson & Johnson made up 0.77% of Marshall Financial Group (Pennsylvania)'s portfolio in Q3 2025, its #18 holding.
  • Marshall Financial Group (Pennsylvania) first reported a position in Johnson & Johnson in Q4 2018 and has held it in 28 quarters since.
  • Marshall Financial Group (Pennsylvania)'s Johnson & Johnson position peaked at $5.19M in Q1 2019.
  • 4,187 funds tracked by Wall St. Rank held Johnson & Johnson as of Q3 2025.

Based on Marshall Financial Group (Pennsylvania)'s 13F filing for Q3 2025, filed 4 Nov 2025.