America First Investment Advisors’s Johnson & Johnson JNJ Stock Holding History

America First 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
2026 Q1	$34.3M	Sell	140,160 -5,500	-4%	-$1.28M	6.39%	2
2025 Q4	$30.1M	Sell	145,660 -4,021	-3%	-$795K	5.49%	6
2025 Q3	$27.8M	Sell	149,681 -1,081	-0.7%	-$185K	5.16%	7
2025 Q2	$23M	Buy	150,762 +254	+0.2%	+$39K	4.59%	15
2025 Q1	$25M	Buy	150,508 +22,694	+18%	+$3.55M	5.26%	9
2024 Q4	$18.5M	Buy	127,814 +1,377	+1%	+$213K	4.04%	16
2024 Q3	$20.5M	Buy	126,437 +2,441	+2%	+$389K	4.6%	15
2024 Q2	$18.1M	Buy	123,996 +12,171	+11%	+$1.81M	4.46%	15
2024 Q1	$17.7M	Buy	111,825 +3,692	+3%	+$588K	4.3%	15
2023 Q4	$16.9M	Buy	108,133 +3,902	+4%	+$598K	4.43%	13
2023 Q3	$16.2M	Sell	104,231 -483	-0.5%	-$79.7K	4.5%	13
2023 Q2	$17.3M	Buy	104,714 +793	+0.8%	+$128K	4.66%	11
2023 Q1	$16.1M	Buy	103,921 +2,995	+3%	+$484K	4.61%	14
2022 Q4	$17.8M	Buy	100,926 +587	+0.6%	+$101K	5.26%	8
2022 Q3	$16.4M	Buy	100,339 +3,310	+3%	+$560K	5.71%	5
2022 Q2	$17.2M	Buy	97,029 +43	+0%	+$7.66K	5.54%	7
2022 Q1	$17.2M	Buy	96,986 +349	+0.4%	+$59.4K	4.97%	11
2021 Q4	$16.5M	Buy	96,637 +2,463	+3%	+$403K	4.67%	10
2021 Q3	$15.2M	Sell	94,174 -1,839	-2%	-$314K	4.62%	11
2021 Q2	$15.8M	Buy	96,013 +6,577	+7%	+$1.09M	4.63%	11
2021 Q1	$14.7M	Buy	89,436 +83,533	+1,415%	+$13.5M	4.46%	11
2020 Q4	$929K	Hold	5,903	–	–	0.28%	27
2020 Q3	$879K	Hold	5,903	–	–	0.28%	27
2020 Q2	$830K	Buy	5,903 +365	+7%	+$53.2K	0.26%	29
2020 Q1	$726K	Buy	5,538 +1,133	+26%	+$161K	0.26%	29
2019 Q4	$643K	Hold	4,405	–	–	0.19%	31
2019 Q3	$570K	Hold	4,405	–	–	0.17%	33
2019 Q2	$614K	Hold	4,405	–	–	0.19%	32
2019 Q1	$616K	Hold	4,405	–	–	0.19%	34
2018 Q4	$568K	Hold	4,405	–	–	0.19%	33
2018 Q3	$609K	Hold	4,405	–	–	0.19%	33
2018 Q2	$535K	Hold	4,405	–	–	0.17%	32
2018 Q1	$565K	Hold	4,405	–	–	0.21%	32
2017 Q4	$615K	Hold	4,405	–	–	0.21%	34
2017 Q3	$573K	Hold	4,405	–	–	0.21%	35
2017 Q2	$583K	Hold	4,405	–	–	0.22%	31
2017 Q1	$549K	Hold	4,405	–	–	0.21%	34
2016 Q4	$508K	Hold	4,405	–	–	0.21%	36
2016 Q3	$520K	Hold	4,405	–	–	0.22%	37
2016 Q2	$534K	Hold	4,405	–	–	0.22%	36
2016 Q1	$477K	Hold	4,405	–	–	0.21%	36
2015 Q4	$452K	Sell	4,405 -134	-3%	-$13.5K	0.2%	38
2015 Q3	$424K	Hold	4,539	–	–	0.2%	39
2015 Q2	$442K	Sell	4,539 -750	-14%	-$75.1K	0.19%	38
2015 Q1	$532K	Sell	5,289 -88	-2%	-$8.95K	0.23%	39
2014 Q4	$562K	Hold	5,377	–	–	0.24%	38
2014 Q3	$573K	Sell	5,377 -78	-1%	-$8.09K	0.26%	36
2014 Q2	$571K	Sell	5,455 -200	-4%	-$20.2K	0.26%	35
2014 Q1	$555K	Buy	5,655 +10	+0.2%	+$927	0.26%	36
2013 Q4	$517K	Hold	5,645	–	–	0.24%	37
2013 Q3	$489K	Buy	5,645 +400	+8%	+$35.9K	0.24%	36
2013 Q2	$450K	Buy	+5,245	New	+$445K	0.24%	39

Other funds holding JNJ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

America First Investment Advisors's JNJ Position: Q1 2026 in Review

America First Investment Advisors reduced its Johnson & Johnson (JNJ) stake by 3.8% in Q1 2026, selling an estimated $1.28M and leaving 140,160 shares worth $34.3M. The position accounts for 6.39% of the portfolio, ranked #2.

America First Investment Advisors first reported a position in JNJ in Q2 2013 and has held it in 52 quarters since. 4,616 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

America First Investment Advisors held 140,160 shares of Johnson & Johnson worth $34.3M as of Q1 2026.
America First Investment Advisors sold 5,500 Johnson & Johnson shares in Q1 2026, an estimated $1.28M.
Johnson & Johnson made up 6.39% of America First Investment Advisors's portfolio in Q1 2026, its #2 holding.
America First Investment Advisors first reported a position in Johnson & Johnson in Q2 2013 and has held it in 52 quarters since.
4,616 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on America First Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.