Optimum Investment Advisors’s Johnson & Johnson JNJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $681K | Hold |
3,673
| – | – | 0.27% | 72 |
|
|
2025
Q2 | $561K | Sell |
3,673
-100
| -3% | -$15.4K | 0.24% | 83 |
|
|
2025
Q1 | $626K | Sell |
3,773
-705
| -16% | -$110K | 0.29% | 73 |
|
|
2024
Q4 | $648K | Sell |
4,478
-150
| -3% | -$23.2K | 0.29% | 71 |
|
|
2024
Q3 | $750K | Sell |
4,628
-350
| -7% | -$55.8K | 0.32% | 67 |
|
|
2024
Q2 | $728K | Sell |
4,978
-427
| -8% | -$63.5K | 0.33% | 66 |
|
|
2024
Q1 | $855K | Buy |
5,405
+1
| +0% | +$159 | 0.39% | 63 |
|
|
2023
Q4 | $847K | Sell |
5,404
-1,086
| -17% | -$167K | 0.43% | 58 |
|
|
2023
Q3 | $1.01M | Sell |
6,490
-198
| -3% | -$32.7K | 0.52% | 44 |
|
|
2023
Q2 | $1.11M | Buy |
6,688
+226
| +3% | +$36.5K | 0.54% | 39 |
|
|
2023
Q1 | $1M | Sell |
6,462
-249
| -4% | -$40.2K | 0.52% | 41 |
|
|
2022
Q4 | $1.19M | Sell |
6,711
-349
| -5% | -$60.3K | 0.64% | 31 |
|
|
2022
Q3 | $1.15M | Buy |
7,060
+128
| +2% | +$21.7K | 0.62% | 32 |
|
|
2022
Q2 | $1.23M | Buy |
6,932
+500
| +8% | +$89.1K | 0.62% | 37 |
|
|
2022
Q1 | $1.14M | Sell |
6,432
-484
| -7% | -$82.4K | 0.48% | 47 |
|
|
2021
Q4 | $1.18M | Buy |
6,916
+134
| +2% | +$21.9K | 0.46% | 45 |
|
|
2021
Q3 | $1.09M | Sell |
6,782
-4,726
| -41% | -$806K | 0.46% | 46 |
|
|
2021
Q2 | $1.9M | Sell |
11,508
-3,281
| -22% | -$543K | 0.59% | 38 |
|
|
2021
Q1 | $2.43M | Sell |
14,789
-115
| -0.8% | -$18.6K | 0.71% | 32 |
|
|
2020
Q4 | $2.35M | Buy |
14,904
+741
| +5% | +$109K | 0.71% | 32 |
|
|
2020
Q3 | $2.11M | Sell |
14,163
-222
| -2% | -$32.8K | 0.71% | 31 |
|
|
2020
Q2 | $2.02M | Buy |
14,385
+2,543
| +21% | +$371K | 0.7% | 29 |
|
|
2020
Q1 | $1.55M | Sell |
11,842
-450
| -4% | -$63.8K | 0.64% | 33 |
|
|
2019
Q4 | $1.79M | Buy |
12,292
+200
| +2% | +$27.1K | 0.53% | 38 |
|
|
2019
Q3 | $1.56M | Buy |
12,092
+362
| +3% | +$47.7K | 0.49% | 46 |
|
|
2019
Q2 | $1.63M | Sell |
11,730
-1,026
| -8% | -$142K | 0.53% | 45 |
|
|
2019
Q1 | $1.78M | Sell |
12,756
-192
| -1% | -$25.7K | 0.59% | 36 |
|
|
2018
Q4 | $1.67M | Sell |
12,948
-199
| -2% | -$27.8K | 0.57% | 35 |
|
|
2018
Q3 | $1.82M | Sell |
13,147
-1,149
| -8% | -$153K | 0.5% | 40 |
|
|
2018
Q2 | $1.74M | Sell |
14,296
-64
| -0.4% | -$7.99K | 0.5% | 39 |
|
|
2018
Q1 | $1.84M | Buy |
14,360
+23
| +0.2% | +$3.11K | 0.54% | 39 |
|
|
2017
Q4 | $2M | Buy |
14,337
+2
| +0% | +$279 | 0.64% | 38 |
|
|
2017
Q3 | $1.86M | Sell |
14,335
-40
| -0.3% | -$5.3K | 0.62% | 40 |
|
|
2017
Q2 | $1.9M | Buy |
14,375
+706
| +5% | +$90.1K | 0.66% | 38 |
|
|
2017
Q1 | $1.7M | Sell |
13,669
-993
| -7% | -$119K | 0.6% | 42 |
|
|
2016
Q4 | $1.69M | Buy |
14,662
+1
| +0% | +$116 | 0.64% | 39 |
|
|
2016
Q3 | $1.73M | Buy |
14,661
+852
| +6% | +$103K | 0.65% | 36 |
|
|
2016
Q2 | $1.68M | Sell |
13,809
-1,030
| -7% | -$117K | 0.65% | 38 |
|
|
2016
Q1 | $1.61M | Buy |
14,839
+1,539
| +12% | +$159K | 0.63% | 41 |
|
|
2015
Q4 | $1.37M | Buy |
13,300
+277
| +2% | +$27.9K | 0.53% | 51 |
|
|
2015
Q3 | $1.22M | Buy |
+13,023
| New | +$1.26M | 0.49% | 59 |
|
|
2015
Q1 | $1.34M | Sell |
13,331
-79
| -0.6% | -$8.03K | 0.42% | 56 |
|
|
2014
Q4 | $1.4M | Buy |
13,410
+53
| +0.4% | +$5.58K | 0.45% | 53 |
|
|
2014
Q3 | $1.43M | Sell |
13,357
-753
| -5% | -$78.1K | 0.47% | 49 |
|
|
2014
Q2 | $1.48M | Buy |
14,110
+4,161
| +42% | +$421K | 0.48% | 52 |
|
|
2014
Q1 | $977K | Sell |
9,949
-1,147
| -10% | -$106K | 0.37% | 75 |
|
|
2013
Q4 | $1.02M | Buy |
11,096
+187
| +2% | +$17.2K | 0.38% | 72 |
|
|
2013
Q3 | $946K | Buy |
+10,909
| New | +$979K | 0.39% | 70 |
|
Other funds holding JNJ
Optimum Investment Advisors's JNJ Position: Q3 2025 in Review
Optimum Investment Advisors held its Johnson & Johnson (JNJ) position steady in Q3 2025 at 3,673 shares worth $681K. The position accounts for 0.27% of the portfolio, ranked #72.
Optimum Investment Advisors first reported a position in JNJ in Q3 2013 and has held it in 48 quarters since. The position peaked at $2.43M in Q1 2021. 4,188 funds tracked by Wall St. Rank hold JNJ as of Q3 2025.
- Optimum Investment Advisors held 3,673 shares of Johnson & Johnson worth $681K as of Q3 2025.
- Optimum Investment Advisors left its Johnson & Johnson share count unchanged in Q3 2025.
- Johnson & Johnson made up 0.27% of Optimum Investment Advisors's portfolio in Q3 2025, its #72 holding.
- Optimum Investment Advisors first reported a position in Johnson & Johnson in Q3 2013 and has held it in 48 quarters since.
- Optimum Investment Advisors's Johnson & Johnson position peaked at $2.43M in Q1 2021.
- 4,188 funds tracked by Wall St. Rank held Johnson & Johnson as of Q3 2025.
Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.