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Cloud Capital Management’s Johnson & Johnson JNJ Stock Holding History

Cloud 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 		$372K Sell
1,522
-256
-14% -$59.6K 0.16% 76
2025
Q4 		$368K Buy
1,778
+537
+43% +$106K 0.17% 70
2025
Q3 		$230K Buy
1,241
+49
+4% +$8.39K 0.12% 79
2025
Q2 		$204K Buy
1,192
+241
+25% +$37K 0.13% 78
2025
Q1 		$157K Buy
+951
New +$149K 0.11% 78

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

Cloud Capital Management's JNJ Position: Q1 2026 in Review

Cloud Capital Management reduced its Johnson & Johnson (JNJ) stake by 14% in Q1 2026, selling an estimated $59.6K and leaving 1,522 shares worth $372K. The position accounts for 0.16% of the portfolio, ranked #76.

Cloud Capital Management first reported a position in JNJ in Q1 2025 and has held it in 5 quarters since. 4,616 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

  • Cloud Capital Management held 1,522 shares of Johnson & Johnson worth $372K as of Q1 2026.
  • Cloud Capital Management sold 256 Johnson & Johnson shares in Q1 2026, an estimated $59.6K.
  • Johnson & Johnson made up 0.16% of Cloud Capital Management's portfolio in Q1 2026, its #76 holding.
  • Cloud Capital Management first reported a position in Johnson & Johnson in Q1 2025 and has held it in 5 quarters since.
  • 4,616 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Cloud Capital Management's 13F filing for Q1 2026, filed 12 May 2026.