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Brandes Investment Partners’s Johnson & Johnson JNJ Stock Holding History

Brandes Investment Partners’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 		$68.4M Sell
279,660
-139,502
-33% -$32.5M 0.48% 74
2025
Q4 		$86.7M Sell
419,162
-1,888
-0.4% -$373K 0.66% 56
2025
Q3 		$78.1M Buy
421,050
+10,285
+3% +$1.76M 0.63% 59
2025
Q2 		$62.7M Buy
410,765
+8,502
+2% +$1.31M 0.57% 58
2025
Q1 		$66.7M Buy
402,263
+5,331
+1% +$834K 0.68% 53
2024
Q4 		$57.4M Buy
396,932
+55,609
+16% +$8.62M 0.64% 56
2024
Q3 		$55.3M Buy
341,323
+16,757
+5% +$2.67M 0.62% 55
2024
Q2 		$47.4M Buy
324,566
+47,292
+17% +$7.03M 0.58% 60
2024
Q1 		$43.9M Buy
277,274
+8,755
+3% +$1.39M 0.56% 59
2023
Q4 		$42.1M Buy
268,519
+54,639
+26% +$8.38M 0.64% 54
2023
Q3 		$33.3M Buy
213,880
+42,337
+25% +$6.99M 0.65% 50
2023
Q2 		$28.4M Buy
171,543
+8,391
+5% +$1.35M 0.57% 53
2023
Q1 		$25.3M Buy
163,152
+33,162
+26% +$5.35M 0.54% 57
2022
Q4 		$23M Sell
129,990
-22,663
-15% -$3.91M 0.64% 51
2022
Q3 		$24.9M Buy
152,653
+6,817
+5% +$1.15M 0.65% 43
2022
Q2 		$25.9M Buy
145,836
+12,101
+9% +$2.16M 0.63% 48
2022
Q1 		$23.7M Buy
133,735
+14,948
+13% +$2.54M 0.51% 49
2021
Q4 		$20.3M Buy
118,787
+1,327
+1% +$217K 0.44% 63
2021
Q3 		$19M Buy
117,460
+11,180
+11% +$1.91M 0.41% 67
2021
Q2 		$17.5M Buy
106,280
+38,444
+57% +$6.36M 0.39% 67
2021
Q1 		$11.2M Buy
67,836
+6,729
+11% +$1.09M 0.26% 78
2020
Q4 		$9.54M Buy
61,107
+6,591
+12% +$973K 0.25% 81
2020
Q3 		$8.12M Sell
54,516
-12,340
-18% -$1.83M 0.28% 78
2020
Q2 		$9.4M Sell
66,856
-9,871
-13% -$1.44M 0.29% 76
2020
Q1 		$10.1M Buy
76,727
+24,732
+48% +$3.51M 0.35% 70
2019
Q4 		$7.58M Sell
51,995
-928
-2% -$126K 0.18% 80
2019
Q3 		$6.85M Sell
52,923
-2,244
-4% -$296K 0.18% 81
2019
Q2 		$7.68M Sell
55,167
-2,405
-4% -$333K 0.17% 80
2019
Q1 		$8.05M Buy
57,572
+3,052
+6% +$409K 0.19% 78
2018
Q4 		$7.04M Buy
54,520
+1,691
+3% +$236K 0.18% 82
2018
Q3 		$7.3M Sell
52,829
-1,818
-3% -$242K 0.16% 82
2018
Q2 		$6.63M Buy
54,647
+2,941
+6% +$367K 0.15% 85
2018
Q1 		$6.63M Sell
51,706
-3,340
-6% -$451K 0.14% 83
2017
Q4 		$7.69M Sell
55,046
-3,464
-6% -$483K 0.16% 83
2017
Q3 		$7.61M Sell
58,510
-63,732
-52% -$8.45M 0.15% 83
2017
Q2 		$16.2M Sell
122,242
-10,145
-8% -$1.29M 0.26% 71
2017
Q1 		$16.5M Buy
132,387
+1,035
+0.8% +$124K 0.24% 68
2016
Q4 		$15.1M Buy
131,352
+4,725
+4% +$546K 0.23% 71
2016
Q3 		$15M Sell
126,627
-6,501
-5% -$789K 0.22% 71
2016
Q2 		$16.1M Sell
133,128
-13,125
-9% -$1.49M 0.25% 69
2016
Q1 		$15.8M Sell
146,253
-4,841
-3% -$501K 0.23% 72
2015
Q4 		$15.5M Buy
151,094
+32,585
+27% +$3.28M 0.23% 71
2015
Q3 		$11.1M Buy
+118,509
New +$11.5M 0.16% 79

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

Brandes Investment Partners's JNJ Position: Q1 2026 in Review

Brandes Investment Partners reduced its Johnson & Johnson (JNJ) stake by 33% in Q1 2026, selling an estimated $32.5M and leaving 279,660 shares worth $68.4M. The position accounts for 0.48% of the portfolio, ranked #74.

Brandes Investment Partners first reported a position in JNJ in Q3 2015 and has held it in 43 quarters since. The position peaked at $86.7M in Q4 2025. 4,617 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

  • Brandes Investment Partners held 279,660 shares of Johnson & Johnson worth $68.4M as of Q1 2026.
  • Brandes Investment Partners sold 139,502 Johnson & Johnson shares in Q1 2026, an estimated $32.5M.
  • Johnson & Johnson made up 0.48% of Brandes Investment Partners's portfolio in Q1 2026, its #74 holding.
  • Brandes Investment Partners first reported a position in Johnson & Johnson in Q3 2015 and has held it in 43 quarters since.
  • Brandes Investment Partners's Johnson & Johnson position peaked at $86.7M in Q4 2025.
  • 4,617 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Brandes Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.