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Catherine Avery Investment Management’s Johnson & Johnson JNJ Stock Holding History

Catherine Avery 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 		$319K Sell
1,257
-177
-12% -$41.3K 0.14% 51
2026
Q1 		$351K Sell
1,434
-113
-7% -$26.3K 0.16% 46
2025
Q4 		$320K Hold
1,547
– – 0.19% 45
2025
Q3 		$287K Sell
1,547
-223
-13% -$38.2K 0.18% 45
2025
Q2 		$270K Sell
1,770
-91
-5% -$14K 0.21% 44
2025
Q1 		$309K Sell
1,861
-93
-5% -$14.6K 0.28% 40
2024
Q4 		$283K Buy
+1,954
New +$303K 0.25% 43

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

Catherine Avery Investment Management's JNJ Position: Q2 2026 in Review

Catherine Avery Investment Management reduced its Johnson & Johnson (JNJ) stake by 12% in Q2 2026, selling an estimated $41.3K and leaving 1,257 shares worth $319K. The position accounts for 0.14% of the portfolio, ranked #51.

Catherine Avery Investment Management first reported a position in JNJ in Q4 2024 and has held it in 7 quarters since. The position peaked at $351K in Q1 2026. 4,665 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Catherine Avery Investment Management held 1,257 shares of Johnson & Johnson worth $319K as of Q2 2026.
  • Catherine Avery Investment Management sold 177 Johnson & Johnson shares in Q2 2026, an estimated $41.3K.
  • Johnson & Johnson made up 0.14% of Catherine Avery Investment Management's portfolio in Q2 2026, its #51 holding.
  • Catherine Avery Investment Management first reported a position in Johnson & Johnson in Q4 2024 and has held it in 7 quarters since.
  • Catherine Avery Investment Management's Johnson & Johnson position peaked at $351K in Q1 2026.
  • 4,665 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.