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Maxwell Wealth Strategies’s Johnson & Johnson JNJ Stock Holding History

Maxwell Wealth Strategies’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
Q4 		$1.05M Sell
7,230
-3,015
-29% -$467K 0.43% 62
2024
Q3 		$1.62M Buy
10,245
+382
+4% +$60.9K 0.69% 50
2024
Q2 		$1.44M Sell
9,863
-157
-2% -$23.4K 0.71% 47
2024
Q1 		$1.46M Sell
10,020
-8,261
-45% -$1.31M 0.74% 48
2023
Q4 		$2.87M Buy
+18,281
New +$2.8M 1.87% 13

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Maxwell Wealth Strategies's JNJ Position: Q4 2024 in Review

Maxwell Wealth Strategies reduced its Johnson & Johnson (JNJ) stake by 29% in Q4 2024, selling an estimated $467K and leaving 7,230 shares worth $1.05M. The position accounts for 0.43% of the portfolio, ranked #62.

Maxwell Wealth Strategies first reported a position in JNJ in Q4 2023 and has held it in 5 quarters since. The position peaked at $2.87M in Q4 2023. 4,104 funds tracked by Wall St. Rank hold JNJ as of Q4 2024.

  • Maxwell Wealth Strategies held 7,230 shares of Johnson & Johnson worth $1.05M as of Q4 2024.
  • Maxwell Wealth Strategies sold 3,015 Johnson & Johnson shares in Q4 2024, an estimated $467K.
  • Johnson & Johnson made up 0.43% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #62 holding.
  • Maxwell Wealth Strategies first reported a position in Johnson & Johnson in Q4 2023 and has held it in 5 quarters since.
  • Maxwell Wealth Strategies's Johnson & Johnson position peaked at $2.87M in Q4 2023.
  • 4,104 funds tracked by Wall St. Rank held Johnson & Johnson as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.