Pacific Capital Wealth Advisors’s Johnson & Johnson JNJ Stock Holding History

Pacific Capital Wealth Advisors’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 Q1	–	Sell	-400	Closed	-$57.8K	–	228
2024 Q4	$57.8K	Sell	400 -15	-4%	-$2.32K	0.01%	137
2024 Q3	$67.3K	Sell	415 -399	-49%	-$63.6K	0.01%	140
2024 Q2	$119K	Buy	814 +390	+92%	+$58K	0.02%	100
2024 Q1	$67.1K	Buy	424 +32	+8%	+$5.09K	0.02%	118
2023 Q4	$61.4K	Buy	+392	New	+$60.1K	0.02%	116
2020 Q4	–	Sell	-315	Closed	-$47K	–	127
2020 Q3	$47K	Buy	+315	New	+$46.6K	0.03%	107

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Pacific Capital Wealth Advisors's JNJ Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Johnson & Johnson (JNJ) in Q1 2025, closing a stake of 400 shares — an estimated $57.8K sold.

Pacific Capital Wealth Advisors first reported a position in JNJ in Q3 2020 and held it in 6 quarters. The position peaked at $119K in Q2 2024. 4,148 funds tracked by Wall St. Rank hold JNJ as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining Johnson & Johnson position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 400 Johnson & Johnson shares in Q1 2025, an estimated $57.8K.
Pacific Capital Wealth Advisors first reported a position in Johnson & Johnson in Q3 2020 and held it in 6 quarters.
Pacific Capital Wealth Advisors's Johnson & Johnson position peaked at $119K in Q2 2024.
4,148 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.