WA
JNJ icon

Wambolt & Associates’s Johnson & Johnson JNJ Stock Holding History

Wambolt & Associates’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
Q2 		$2.24M Sell
14,385
-959
-6% -$147K 0.75% 42
2025
Q1 		$2.35M Sell
15,344
-9
-0.1% -$1.41K 0.8% 43
2024
Q4 		$2.22M Sell
15,353
-2,957
-16% -$458K 0.71% 44
2024
Q3 		$2.97M Buy
18,310
+301
+2% +$48K 0.81% 42
2024
Q2 		$2.64M Buy
18,009
+1,922
+12% +$286K 0.77% 39
2024
Q1 		$2.54M Buy
16,087
+1,419
+10% +$226K 0.76% 44
2023
Q4 		$2.3M Buy
14,668
+625
+4% +$95.8K 0.75% 34
2023
Q3 		$2.18M Buy
14,043
+426
+3% +$70.3K 0.79% 31
2023
Q2 		$2.25M Buy
13,617
+650
+5% +$105K 0.8% 29
2023
Q1 		$2.03M Sell
12,967
-1,561
-11% -$252K 0.72% 35
2022
Q4 		$2.57M Buy
14,528
+355
+3% +$61.3K 0.99% 19
2022
Q3 		$2.31M Buy
14,173
+79
+0.6% +$13.4K 0.98% 16
2022
Q2 		$2.5M Buy
14,094
+305
+2% +$54.3K 1.01% 16
2022
Q1 		$2.46M Buy
13,789
+674
+5% +$115K 0.89% 23
2021
Q4 		$2.24M Buy
13,115
+1,313
+11% +$215K 0.81% 30
2021
Q3 		$1.89M Buy
11,802
+1,510
+15% +$258K 0.76% 38
2021
Q2 		$1.71M Buy
10,292
+3,040
+42% +$503K 0.73% 38
2021
Q1 		$1.18M Buy
7,252
+1,218
+20% +$197K 0.61% 60
2020
Q4 		$950K Buy
6,034
+2,122
+54% +$313K 0.57% 63
2020
Q3 		$582K Buy
3,912
+567
+17% +$83.9K 0.44% 82
2020
Q2 		$470K Buy
3,345
+206
+7% +$30K 0.37% 97
2020
Q1 		$412K Buy
3,139
+534
+20% +$75.8K 0.43% 77
2019
Q4 		$380K Buy
2,605
+508
+24% +$68.9K 0.29% 113
2019
Q3 		$271K Buy
2,097
+1
+0% +$132 0.22% 131
2019
Q2 		$292K Buy
2,096
+271
+15% +$37.5K 0.25% 127
2019
Q1 		$247K Sell
1,825
-42
-2% -$5.63K 0.22% 131
2018
Q4 		$241K Buy
+1,867
New +$260K 0.27% 118

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wambolt & Associates's JNJ Position: Q2 2025 in Review

Wambolt & Associates reduced its Johnson & Johnson (JNJ) stake by 6.3% in Q2 2025, selling an estimated $147K and leaving 14,385 shares worth $2.24M. The position accounts for 0.75% of the portfolio, ranked #42.

Wambolt & Associates first reported a position in JNJ in Q4 2018 and has held it in 27 quarters since. The position peaked at $2.97M in Q3 2024. 4,083 funds tracked by Wall St. Rank hold JNJ as of Q2 2025.

  • Wambolt & Associates held 14,385 shares of Johnson & Johnson worth $2.24M as of Q2 2025.
  • Wambolt & Associates sold 959 Johnson & Johnson shares in Q2 2025, an estimated $147K.
  • Johnson & Johnson made up 0.75% of Wambolt & Associates's portfolio in Q2 2025, its #42 holding.
  • Wambolt & Associates first reported a position in Johnson & Johnson in Q4 2018 and has held it in 27 quarters since.
  • Wambolt & Associates's Johnson & Johnson position peaked at $2.97M in Q3 2024.
  • 4,083 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.