Wade Financial Advisory’s Johnson & Johnson JNJ Stock Holding History

Wade Financial Advisory’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	$247K	Sell	1,489 -212	-12%	-$33.2K	0.08%	69
2024 Q4	$246K	Sell	1,701 -160	-9%	-$24.8K	0.08%	71
2024 Q3	$302K	Hold	1,861	–	–	0.1%	64
2024 Q2	$272K	Hold	1,861	–	–	0.1%	67
2024 Q1	$294K	Hold	1,861	–	–	0.11%	66
2023 Q4	$292K	Sell	1,861 -373	-17%	-$57.2K	0.11%	67
2023 Q3	$348K	Buy	2,234 +148	+7%	+$24.4K	0.15%	61
2023 Q2	$345K	Sell	2,086 -127	-6%	-$20.5K	0.14%	61
2023 Q1	$343K	Hold	2,213	–	–	0.14%	61
2022 Q4	$391K	Hold	2,213	–	–	0.18%	59
2022 Q3	$361K	Hold	2,213	–	–	0.18%	60
2022 Q2	$393K	Hold	2,213	–	–	0.19%	57
2022 Q1	$392K	Buy	2,213 +915	+70%	+$156K	0.17%	59
2021 Q4	$222K	Buy	1,298 +1	+0.1%	+$164	0.12%	71
2021 Q3	$209K	Buy	+1,297	New	+$221K	0.12%	73

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

Wade Financial Advisory's JNJ Position: Q1 2025 in Review

Wade Financial Advisory reduced its Johnson & Johnson (JNJ) stake by 12% in Q1 2025, selling an estimated $33.2K and leaving 1,489 shares worth $247K. The position accounts for 0.08% of the portfolio, ranked #69.

Wade Financial Advisory first reported a position in JNJ in Q3 2021 and has held it in 15 quarters since. The position peaked at $393K in Q2 2022. 4,147 funds tracked by Wall St. Rank hold JNJ as of Q1 2025.

Wade Financial Advisory held 1,489 shares of Johnson & Johnson worth $247K as of Q1 2025.
Wade Financial Advisory sold 212 Johnson & Johnson shares in Q1 2025, an estimated $33.2K.
Johnson & Johnson made up 0.08% of Wade Financial Advisory's portfolio in Q1 2025, its #69 holding.
Wade Financial Advisory first reported a position in Johnson & Johnson in Q3 2021 and has held it in 15 quarters since.
Wade Financial Advisory's Johnson & Johnson position peaked at $393K in Q2 2022.
4,147 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2025.

Based on Wade Financial Advisory's 13F filing for Q1 2025, filed 9 May 2025.