Valley Forge Investment Consultants’s Johnson & Johnson JNJ Stock Holding History

Valley Forge Investment Consultants’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 Q3	–	Sell	-276	Closed	-$42.2K	–	92
2025 Q2	$42.2K	Sell	276 -32	-10%	-$4.92K	0.01%	84
2025 Q1	$51.1K	Hold	308	–	–	0.02%	76
2024 Q4	$44.5K	Sell	308 -468	-60%	-$72.5K	0.02%	77
2024 Q3	$126K	Buy	776 +200	+35%	+$31.9K	0.04%	75
2024 Q2	$84.2K	Hold	576	–	–	0.03%	75
2024 Q1	$91.1K	Hold	576	–	–	0.04%	77
2023 Q4	$90.3K	Hold	576	–	–	0.04%	72
2023 Q3	$89.7K	Hold	576	–	–	0.04%	71
2023 Q2	$95.3K	Sell	576 -842	-59%	-$136K	0.05%	61
2023 Q1	$220K	Sell	1,418 -421	-23%	-$68K	0.11%	55
2022 Q4	$325K	Hold	1,839	–	–	0.17%	49
2022 Q3	$300K	Hold	1,839	–	–	0.16%	54
2022 Q2	$326K	Hold	1,839	–	–	0.16%	51
2022 Q1	$326K	Hold	1,839	–	–	0.13%	56
2021 Q4	$314K	Hold	1,839	–	–	0.14%	54
2021 Q3	$297K	Sell	1,839 -115	-6%	-$19.6K	0.16%	54
2021 Q2	$322K	Sell	1,954 -335	-15%	-$55.5K	0.17%	53
2021 Q1	$376K	Buy	2,289 +1,208	+112%	+$195K	0.26%	46
2020 Q4	$170K	Buy	+1,081	New	+$160K	0.15%	56

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Valley Forge Investment Consultants's JNJ Position: Q3 2025 in Review

Valley Forge Investment Consultants sold out of Johnson & Johnson (JNJ) in Q3 2025, closing a stake of 276 shares — an estimated $42.2K sold.

Valley Forge Investment Consultants first reported a position in JNJ in Q4 2020 and held it in 19 quarters. The position peaked at $376K in Q1 2021. 4,187 funds tracked by Wall St. Rank hold JNJ as of Q3 2025.

Valley Forge Investment Consultants reported no remaining Johnson & Johnson position as of Q3 2025 after selling out during the quarter.
Valley Forge Investment Consultants sold 276 Johnson & Johnson shares in Q3 2025, an estimated $42.2K.
Valley Forge Investment Consultants first reported a position in Johnson & Johnson in Q4 2020 and held it in 19 quarters.
Valley Forge Investment Consultants's Johnson & Johnson position peaked at $376K in Q1 2021.
4,187 funds tracked by Wall St. Rank held Johnson & Johnson as of Q3 2025.

Based on Valley Forge Investment Consultants's 13F filing for Q3 2025, filed 17 Oct 2025.