MW
JNJ icon

Milestone Wealth’s Johnson & Johnson JNJ Stock Holding History

Milestone 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
2022
Q3 		$67K Hold
407
– – 0.07% 92
2022
Q2 		$72K Hold
407
– – 0.08% 93
2022
Q1 		$69K Hold
407
– – 0.06% 105
2021
Q4 		$69K Buy
+407
New +$66.6K 0.06% 105

Other funds holding JNJ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Milestone Wealth's JNJ Position: Q3 2022 in Review

Milestone Wealth held its Johnson & Johnson (JNJ) position steady in Q3 2022 at 407 shares worth $67K. The position accounts for 0.07% of the portfolio, ranked #92.

Milestone Wealth first reported a position in JNJ in Q4 2021 and has held it in 4 quarters since. The position peaked at $72K in Q2 2022. 3,624 funds tracked by Wall St. Rank hold JNJ as of Q3 2022.

  • Milestone Wealth held 407 shares of Johnson & Johnson worth $67K as of Q3 2022.
  • Milestone Wealth left its Johnson & Johnson share count unchanged in Q3 2022.
  • Johnson & Johnson made up 0.07% of Milestone Wealth's portfolio in Q3 2022, its #92 holding.
  • Milestone Wealth first reported a position in Johnson & Johnson in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Johnson & Johnson position peaked at $72K in Q2 2022.
  • 3,624 funds tracked by Wall St. Rank held Johnson & Johnson as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.