WR Wealth Planners’s Johnson & Johnson JNJ Stock Holding History

WR Wealth Planners’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 Q4	$1.05M	Sell	7,282 -589	-7%	-$91.3K	0.34%	42
2024 Q3	$1.28M	Buy	7,871 +208	+3%	+$33.1K	0.35%	46
2024 Q2	$1.12M	Buy	7,663 +5	+0.1%	+$744	0.34%	46
2024 Q1	$1.21M	Buy	7,658 +205	+3%	+$32.6K	0.38%	43
2023 Q4	$1.17M	Buy	7,453 +950	+15%	+$146K	0.43%	44
2023 Q3	$1.01M	Buy	6,503 +25	+0.4%	+$4.13K	0.39%	43
2023 Q2	$1.07M	Buy	6,478 +181	+3%	+$29.2K	0.42%	42
2023 Q1	$976K	Buy	6,297 +4,322	+219%	+$698K	0.42%	43
2022 Q4	$349K	Buy	1,975 +1,311	+197%	+$226K	0.21%	74
2022 Q3	$108K	Sell	664 -8	-1%	-$1.35K	0.08%	123
2022 Q2	$119K	Hold	672	–	–	0.08%	117
2022 Q1	$119K	Buy	+672	New	+$114K	0.07%	127

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

WR Wealth Planners's JNJ Position: Q4 2024 in Review

WR Wealth Planners reduced its Johnson & Johnson (JNJ) stake by 7.5% in Q4 2024, selling an estimated $91.3K and leaving 7,282 shares worth $1.05M. The position accounts for 0.34% of the portfolio, ranked #42.

WR Wealth Planners first reported a position in JNJ in Q1 2022 and has held it in 12 quarters since. The position peaked at $1.28M in Q3 2024. 4,105 funds tracked by Wall St. Rank hold JNJ as of Q4 2024.

WR Wealth Planners held 7,282 shares of Johnson & Johnson worth $1.05M as of Q4 2024.
WR Wealth Planners sold 589 Johnson & Johnson shares in Q4 2024, an estimated $91.3K.
Johnson & Johnson made up 0.34% of WR Wealth Planners's portfolio in Q4 2024, its #42 holding.
WR Wealth Planners first reported a position in Johnson & Johnson in Q1 2022 and has held it in 12 quarters since.
WR Wealth Planners's Johnson & Johnson position peaked at $1.28M in Q3 2024.
4,105 funds tracked by Wall St. Rank held Johnson & Johnson as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.