Concurrent Investment Advisors’s Johnson & Johnson JNJ Stock Holding History

Concurrent Investment Advisors’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	$48.1M	Sell	196,768 -9,520	-5%	-$2.22M	0.52%	27
2025 Q4	$42.7M	Buy	206,288 +85,871	+71%	+$17M	0.49%	35
2025 Q3	$22.3M	Sell	120,417 -1,710	-1%	-$293K	0.38%	52
2025 Q2	$18.7M	Buy	122,127 +9,700	+9%	+$1.49M	0.36%	55
2025 Q1	$18.6M	Buy	112,427 +18,902	+20%	+$2.96M	0.45%	44
2024 Q4	$13.5M	Sell	93,525 -8,211	-8%	-$1.27M	0.36%	58
2024 Q3	$16.5M	Buy	101,736 +8,352	+9%	+$1.33M	0.49%	42
2024 Q2	$13.6M	Buy	93,384 +21,016	+29%	+$3.13M	0.45%	49
2024 Q1	$11.4M	Buy	72,368 +608	+0.8%	+$96.8K	0.46%	49
2023 Q4	$11.2M	Buy	+71,760	New	+$11M	0.53%	45

Other funds holding JNJ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Concurrent Investment Advisors's JNJ Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its Johnson & Johnson (JNJ) stake by 4.6% in Q1 2026, selling an estimated $2.22M and leaving 196,768 shares worth $48.1M. The position accounts for 0.52% of the portfolio, ranked #27.

Concurrent Investment Advisors first reported a position in JNJ in Q4 2023 and has held it in 10 quarters since. 4,613 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

Concurrent Investment Advisors held 196,768 shares of Johnson & Johnson worth $48.1M as of Q1 2026.
Concurrent Investment Advisors sold 9,520 Johnson & Johnson shares in Q1 2026, an estimated $2.22M.
Johnson & Johnson made up 0.52% of Concurrent Investment Advisors's portfolio in Q1 2026, its #27 holding.
Concurrent Investment Advisors first reported a position in Johnson & Johnson in Q4 2023 and has held it in 10 quarters since.
4,613 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.