Schechter Investment Advisors’s Johnson & Johnson JNJ Stock Holding History

Schechter Investment 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	$2.15M	Buy	12,987 +2,128	+20%	+$333K	0.18%	117
2024 Q4	$1.57M	Sell	10,859 -3,380	-24%	-$524K	0.12%	168
2024 Q3	$2.31M	Buy	14,239 +3,131	+28%	+$499K	0.17%	109
2024 Q2	$1.62M	Sell	11,108 -3,636	-25%	-$541K	0.12%	158
2024 Q1	$2.33M	Buy	14,744 +1,707	+13%	+$272K	0.17%	109
2023 Q4	$2.04M	Sell	13,037 -3,028	-19%	-$464K	0.18%	115
2023 Q3	$2.5M	Sell	16,065 -4,943	-24%	-$816K	0.24%	78
2023 Q2	$3.48M	Buy	21,008 +1,926	+10%	+$311K	0.31%	55
2023 Q1	$2.96M	Sell	19,082 -6,690	-26%	-$1.08M	0.27%	67
2022 Q4	$4.55M	Buy	25,772 +1,410	+6%	+$243K	0.42%	34
2022 Q3	$3.98M	Sell	24,362 -1,231	-5%	-$208K	0.39%	32
2022 Q2	$4.54M	Buy	25,593 +1,358	+6%	+$242K	0.44%	29
2022 Q1	$4.29M	Buy	24,235 +1,787	+8%	+$304K	0.4%	34
2021 Q4	$3.84M	Buy	+22,448	New	+$3.68M	0.35%	44

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

Schechter Investment Advisors's JNJ Position: Q1 2025 in Review

Schechter Investment Advisors increased its Johnson & Johnson (JNJ) stake by 20% in Q1 2025, buying an estimated $333K and bringing the position to 12,987 shares worth $2.15M. The position accounts for 0.18% of the portfolio, ranked #117.

Schechter Investment Advisors first reported a position in JNJ in Q4 2021 and has held it in 14 quarters since. The position peaked at $4.55M in Q4 2022. 4,147 funds tracked by Wall St. Rank hold JNJ as of Q1 2025.

Schechter Investment Advisors held 12,987 shares of Johnson & Johnson worth $2.15M as of Q1 2025.
Schechter Investment Advisors bought 2,128 Johnson & Johnson shares in Q1 2025, an estimated $333K.
Johnson & Johnson made up 0.18% of Schechter Investment Advisors's portfolio in Q1 2025, its #117 holding.
Schechter Investment Advisors first reported a position in Johnson & Johnson in Q4 2021 and has held it in 14 quarters since.
Schechter Investment Advisors's Johnson & Johnson position peaked at $4.55M in Q4 2022.
4,147 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.