PW
JNJ icon

Peninsula Wealth’s Johnson & Johnson JNJ Stock Holding History

Peninsula 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
2024
Q3 		– Sell
-1,716
Closed -$257K – 99
2024
Q2 		$257K Buy
+1,716
New +$255K 0.05% 86
2024
Q1 		– Sell
-1,334
Closed -$209K – 95
2023
Q4 		$209K Sell
1,334
-824
-38% -$126K 0.04% 83
2023
Q3 		$327K Buy
2,158
+151
+8% +$24.9K 0.08% 63
2023
Q2 		$332K Hold
2,007
– – 0.09% 59
2023
Q1 		$311K Sell
2,007
-250
-11% -$40.4K 0.09% 57
2022
Q4 		$399K Buy
2,257
+84
+4% +$14.5K 0.13% 44
2022
Q3 		$355K Buy
2,173
+98
+5% +$16.6K 0.13% 43
2022
Q2 		$368K Buy
2,075
+57
+3% +$10.2K 0.12% 42
2022
Q1 		$358K Buy
2,018
+63
+3% +$10.7K 0.1% 45
2021
Q4 		$334K Buy
+1,955
New +$320K 0.09% 51

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Peninsula Wealth's JNJ Position: Q3 2024 in Review

Peninsula Wealth sold out of Johnson & Johnson (JNJ) in Q3 2024, closing a stake of 1,716 shares — an estimated $257K sold.

Peninsula Wealth first reported a position in JNJ in Q4 2021 and held it in 10 quarters. The position peaked at $399K in Q4 2022. 3,881 funds tracked by Wall St. Rank hold JNJ as of Q3 2024.

  • Peninsula Wealth reported no remaining Johnson & Johnson position as of Q3 2024 after selling out during the quarter.
  • Peninsula Wealth sold 1,716 Johnson & Johnson shares in Q3 2024, an estimated $257K.
  • Peninsula Wealth first reported a position in Johnson & Johnson in Q4 2021 and held it in 10 quarters.
  • Peninsula Wealth's Johnson & Johnson position peaked at $399K in Q4 2022.
  • 3,881 funds tracked by Wall St. Rank held Johnson & Johnson as of Q3 2024.

Based on Peninsula Wealth's 13F filing for Q3 2024, filed 14 Nov 2024.