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Azimuth Capital Investment Management’s Johnson & Johnson JNJ Stock Holding History

Azimuth Capital Investment Management’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
Q2 		$21.4M Sell
84,238
-3,870
-4% -$902K 0.72% 37
2026
Q1 		$21.5M Sell
88,108
-3,285
-4% -$765K 0.81% 28
2025
Q4 		$18.9M Sell
91,393
-1,283
-1% -$254K 0.68% 37
2025
Q3 		$17.2M Sell
92,676
-160
-0.2% -$27.4K 0.62% 51
2025
Q2 		$14.2M Sell
92,836
-5,855
-6% -$900K 0.53% 57
2025
Q1 		$16.4M Buy
98,691
+1,548
+2% +$242K 0.65% 44
2024
Q4 		$14M Sell
97,143
-1,295
-1% -$201K 0.55% 53
2024
Q3 		$16M Sell
98,438
-3,543
-3% -$564K 0.62% 47
2024
Q2 		$14.9M Sell
101,981
-1,612
-2% -$240K 0.61% 49
2024
Q1 		$16.4M Sell
103,593
-4,725
-4% -$752K 0.68% 49
2023
Q4 		$17M Sell
108,318
-52,071
-32% -$7.98M 0.77% 43
2023
Q3 		$25M Sell
160,389
-1,199
-0.7% -$198K 1.23% 13
2023
Q2 		$26.7M Sell
161,588
-78
-0% -$12.6K 1.27% 10
2023
Q1 		$25.1M Sell
161,666
-1,109
-0.7% -$179K 1.23% 9
2022
Q4 		$28.8M Sell
162,775
-1,841
-1% -$318K 1.46% 7
2022
Q3 		$26.9M Buy
164,616
+704
+0.4% +$119K 1.47% 10
2022
Q2 		$29.1M Buy
+163,912
New +$29.2M 1.47% 7

Other funds holding JNJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Azimuth Capital Investment Management's JNJ Position: Q2 2026 in Review

Azimuth Capital Investment Management reduced its Johnson & Johnson (JNJ) stake by 4.4% in Q2 2026, selling an estimated $902K and leaving 84,238 shares worth $21.4M. The position accounts for 0.72% of the portfolio, ranked #37.

Azimuth Capital Investment Management first reported a position in JNJ in Q2 2022 and has held it in 17 quarters since. The position peaked at $29.1M in Q2 2022. 4,655 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Azimuth Capital Investment Management held 84,238 shares of Johnson & Johnson worth $21.4M as of Q2 2026.
  • Azimuth Capital Investment Management sold 3,870 Johnson & Johnson shares in Q2 2026, an estimated $902K.
  • Johnson & Johnson made up 0.72% of Azimuth Capital Investment Management's portfolio in Q2 2026, its #37 holding.
  • Azimuth Capital Investment Management first reported a position in Johnson & Johnson in Q2 2022 and has held it in 17 quarters since.
  • Azimuth Capital Investment Management's Johnson & Johnson position peaked at $29.1M in Q2 2022.
  • 4,655 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Azimuth Capital Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.