Oregon Pacific Wealth Management’s Johnson & Johnson JNJ Stock Holding History

Oregon Pacific Wealth Management’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 Q4	–	Sell	-5,855	Closed	-$1.09M	–	133
2025 Q3	$1.09M	Sell	5,855 -464	-7%	-$79.5K	0.94%	25
2025 Q2	$965K	Sell	6,319 -220	-3%	-$33.8K	0.91%	27
2025 Q1	$1.08M	Sell	6,539 -20	-0.3%	-$3.13K	1.08%	21
2024 Q4	$949K	Buy	+6,559	New	+$1.02M	0.93%	29

Other funds holding JNJ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Oregon Pacific Wealth Management's JNJ Position: Q4 2025 in Review

Oregon Pacific Wealth Management sold out of Johnson & Johnson (JNJ) in Q4 2025, closing a stake of 5,855 shares — an estimated $1.09M sold.

Oregon Pacific Wealth Management first reported a position in JNJ in Q4 2024 and held it in 4 quarters. The position peaked at $1.09M in Q3 2025. 4,520 funds tracked by Wall St. Rank hold JNJ as of Q4 2025.

Oregon Pacific Wealth Management reported no remaining Johnson & Johnson position as of Q4 2025 after selling out during the quarter.
Oregon Pacific Wealth Management sold 5,855 Johnson & Johnson shares in Q4 2025, an estimated $1.09M.
Oregon Pacific Wealth Management first reported a position in Johnson & Johnson in Q4 2024 and held it in 4 quarters.
Oregon Pacific Wealth Management's Johnson & Johnson position peaked at $1.09M in Q3 2025.
4,520 funds tracked by Wall St. Rank held Johnson & Johnson as of Q4 2025.

Based on Oregon Pacific Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.