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

Dudley 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 Q2	$11.3M	Buy	44,575 +17	+0%	+$3.96K	4.52%	5
2026 Q1	$10.9M	Sell	44,558 -925	-2%	-$215K	4.8%	4
2025 Q4	$9.41M	Buy	45,483 +248	+0.5%	+$49K	4.09%	5
2025 Q3	$8.39M	Sell	45,235 -107	-0.2%	-$18.3K	3.77%	4
2025 Q2	$6.93M	Buy	45,342 +68	+0.2%	+$10.5K	3.46%	5
2025 Q1	$7.51M	Sell	45,274 -1,266	-3%	-$198K	3.93%	4
2024 Q4	$6.73M	Sell	46,540 -87	-0.2%	-$13.5K	3.39%	4
2024 Q3	$7.56M	Sell	46,627 -47	-0.1%	-$7.49K	3.91%	4
2024 Q2	$6.82M	Sell	46,674 -96	-0.2%	-$14.3K	3.78%	4
2024 Q1	$7.38M	Buy	46,770 +473	+1%	+$75.3K	4.31%	4
2023 Q4	$7.26M	Buy	46,297 +103	+0.2%	+$15.8K	4.63%	3
2023 Q3	$7.19M	Sell	46,194 -212	-0.5%	-$35K	5.05%	3
2023 Q2	$7.68M	Buy	46,406 +235	+0.5%	+$37.9K	5.16%	3
2023 Q1	$7.16M	Buy	46,171 +318	+0.7%	+$51.3K	4.86%	3
2022 Q4	$8.1M	Buy	+45,853	New	+$7.92M	5.67%	2

Other funds holding JNJ

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Dudley Capital Management's JNJ Position: Q2 2026 in Review

Dudley Capital Management increased its Johnson & Johnson (JNJ) stake by 0.04% in Q2 2026, buying an estimated $3.96K and bringing the position to 44,575 shares worth $11.3M. The position accounts for 4.52% of the portfolio, ranked #5.

Dudley Capital Management first reported a position in JNJ in Q4 2022 and has held it in 15 quarters since. 2,379 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

Dudley Capital Management held 44,575 shares of Johnson & Johnson worth $11.3M as of Q2 2026.
Dudley Capital Management bought 17 Johnson & Johnson shares in Q2 2026, an estimated $3.96K.
Johnson & Johnson made up 4.52% of Dudley Capital Management's portfolio in Q2 2026, its #5 holding.
Dudley Capital Management first reported a position in Johnson & Johnson in Q4 2022 and has held it in 15 quarters since.
2,379 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Dudley Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.