Bellevue Group’s Johnson & Johnson JNJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $29.1M | Sell |
119,102
-7,698
| -6% | -$1.79M | 0.69% | 41 |
|
|
2025
Q4 | $26.2M | Buy |
126,800
+51,993
| +70% | +$10.3M | 0.5% | 41 |
|
|
2025
Q3 | $13.9M | Buy |
74,807
+6,596
| +10% | +$1.13M | 0.29% | 57 |
|
|
2025
Q2 | $10.4M | Buy |
68,211
+1,202
| +2% | +$185K | 0.23% | 62 |
|
|
2025
Q1 | $11.1M | Buy |
67,009
+12,452
| +23% | +$1.95M | 0.25% | 72 |
|
|
2024
Q4 | $7.89M | Buy |
54,557
+3,315
| +6% | +$514K | 0.15% | 86 |
|
|
2024
Q3 | $8.3M | Buy |
51,242
+43,445
| +557% | +$6.92M | 0.13% | 90 |
|
|
2024
Q2 | $1.14M | Buy |
7,797
+1,377
| +21% | +$205K | 0.02% | 118 |
|
|
2024
Q1 | $1.02M | Sell |
6,420
-21,860
| -77% | -$3.48M | 0.02% | 120 |
|
|
2023
Q4 | $4.43M | Buy |
28,280
+5,457
| +24% | +$837K | 0.07% | 96 |
|
|
2023
Q3 | $3.55M | Buy |
22,823
+1,598
| +8% | +$264K | 0.06% | 105 |
|
|
2023
Q2 | $3.51M | Sell |
21,225
-1,680
| -7% | -$271K | 0.05% | 106 |
|
|
2023
Q1 | $3.55M | Sell |
22,905
-3,122
| -12% | -$504K | 0.05% | 110 |
|
|
2022
Q4 | $4.6M | Sell |
26,027
-4,644
| -15% | -$802K | 0.06% | 112 |
|
|
2022
Q3 | $5.01M | Buy |
30,671
+1,757
| +6% | +$297K | 0.07% | 110 |
|
|
2022
Q2 | $5.13M | Buy |
28,914
+1,214
| +4% | +$216K | 0.07% | 112 |
|
|
2022
Q1 | $4.91M | Buy |
27,700
+7,500
| +37% | +$1.28M | 0.06% | 117 |
|
|
2021
Q4 | $3.46M | Sell |
20,200
-10,300
| -34% | -$1.69M | 0.04% | 133 |
|
|
2021
Q3 | $4.93M | Sell |
30,500
-500
| -2% | -$85.3K | 0.05% | 131 |
|
|
2021
Q2 | $5.11M | Sell |
31,000
-10,100
| -25% | -$1.67M | 0.05% | 131 |
|
|
2021
Q1 | $6.75M | Buy |
41,100
+13,100
| +47% | +$2.12M | 0.07% | 126 |
|
|
2020
Q4 | $4.41M | Buy |
+28,000
| New | +$4.13M | 0.05% | 128 |
|
|
2019
Q4 | – | Sell |
-10,000
| Closed | -$1.29M | – | 218 |
|
|
2019
Q3 | $1.29M | Buy |
+10,000
| New | +$1.32M | 0.02% | 134 |
|
|
2019
Q2 | – | Sell |
-20,000
| Closed | -$2.8M | – | 209 |
|
|
2019
Q1 | $2.8M | Hold |
20,000
| – | – | 0.15% | 95 |
|
|
2018
Q4 | $2.58M | Hold |
20,000
| – | – | 0.17% | 93 |
|
|
2018
Q3 | $2.76M | Hold |
20,000
| – | – | 0.18% | 97 |
|
|
2018
Q2 | $2.43M | Hold |
20,000
| – | – | 0.21% | 83 |
|
|
2018
Q1 | $2.56M | Sell |
20,000
-6,000
| -23% | -$811K | 0.25% | 69 |
|
|
2017
Q4 | $3.63M | Sell |
26,000
-5,500
| -17% | -$766K | 0.38% | 57 |
|
|
2017
Q3 | $4.09M | Hold |
31,500
| – | – | 0.43% | 59 |
|
|
2017
Q2 | $4.17M | Hold |
31,500
| – | – | 0.49% | 60 |
|
|
2017
Q1 | $3.92M | Sell |
31,500
-6,500
| -17% | -$776K | 0.52% | 56 |
|
|
2016
Q4 | $4.38M | Sell |
38,000
-12,000
| -24% | -$1.39M | 0.9% | 36 |
|
|
2016
Q3 | $5.91M | Hold |
50,000
| – | – | 1.07% | 35 |
|
|
2016
Q2 | $6.07M | Hold |
50,000
| – | – | 1.14% | 30 |
|
|
2016
Q1 | $5.41M | Buy |
+50,000
| New | +$5.18M | 0.98% | 34 |
|
Other funds holding JNJ
VCM
VPM
Bellevue Group's JNJ Position: Q1 2026 in Review
Bellevue Group reduced its Johnson & Johnson (JNJ) stake by 6.1% in Q1 2026, selling an estimated $1.79M and leaving 119,102 shares worth $29.1M. The position accounts for 0.69% of the portfolio, ranked #41.
Bellevue Group first reported a position in JNJ in Q1 2016 and has held it in 36 quarters since. 4,613 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.
- Bellevue Group held 119,102 shares of Johnson & Johnson worth $29.1M as of Q1 2026.
- Bellevue Group sold 7,698 Johnson & Johnson shares in Q1 2026, an estimated $1.79M.
- Johnson & Johnson made up 0.69% of Bellevue Group's portfolio in Q1 2026, its #41 holding.
- Bellevue Group first reported a position in Johnson & Johnson in Q1 2016 and has held it in 36 quarters since.
- 4,613 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.
Based on Bellevue Group's 13F filing for Q1 2026, filed 15 May 2026.