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Bontempo Ohly Capital Management’s Johnson & Johnson JNJ Stock Holding History

Bontempo Ohly Capital 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
Q1 		$3.59M Sell
14,681
-14,585
-50% -$3.4M 1.62% 22
2025
Q4 		$6.06M Sell
29,266
-151
-0.5% -$29.9K 2.61% 4
2025
Q3 		$5.45M Sell
29,417
-33
-0.1% -$5.65K 2.36% 7
2025
Q2 		$4.5M Buy
29,450
+362
+1% +$55.6K 2.04% 15
2025
Q1 		$4.82M Buy
29,088
+13,649
+88% +$2.14M 2.33% 5
2024
Q4 		$2.23M Sell
15,439
-162
-1% -$25.1K 1.09% 25
2024
Q3 		$2.53M Buy
15,601
+951
+6% +$152K 1.15% 25
2024
Q2 		$2.14M Buy
14,650
+115
+0.8% +$17.1K 1.07% 26
2024
Q1 		$2.3M Buy
+14,535
New +$2.31M 1.12% 26

Other funds holding JNJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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

Bontempo Ohly Capital Management's JNJ Position: Q1 2026 in Review

Bontempo Ohly Capital Management reduced its Johnson & Johnson (JNJ) stake by 50% in Q1 2026, selling an estimated $3.4M and leaving 14,681 shares worth $3.59M. The position accounts for 1.62% of the portfolio, ranked #22.

Bontempo Ohly Capital Management first reported a position in JNJ in Q1 2024 and has held it in 9 quarters since. The position peaked at $6.06M in Q4 2025. 4,618 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

  • Bontempo Ohly Capital Management held 14,681 shares of Johnson & Johnson worth $3.59M as of Q1 2026.
  • Bontempo Ohly Capital Management sold 14,585 Johnson & Johnson shares in Q1 2026, an estimated $3.4M.
  • Johnson & Johnson made up 1.62% of Bontempo Ohly Capital Management's portfolio in Q1 2026, its #22 holding.
  • Bontempo Ohly Capital Management first reported a position in Johnson & Johnson in Q1 2024 and has held it in 9 quarters since.
  • Bontempo Ohly Capital Management's Johnson & Johnson position peaked at $6.06M in Q4 2025.
  • 4,618 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Bontempo Ohly Capital Management's 13F filing for Q1 2026, filed 15 May 2026.