Essex Investment Management’s Johnson & Johnson JNJ Stock Holding History

Essex 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 Q1	$583K	Sell	2,384 -2	-0.1%	-$466	0.09%	165
2025 Q4	$494K	Buy	2,386 +6	+0.3%	+$1.19K	0.08%	169
2025 Q3	$441K	Buy	2,380 +2,061	+646%	+$353K	0.07%	169
2025 Q2	$48.7K	Hold	319	–	–	0.01%	246
2025 Q1	$52.9K	Hold	319	–	–	0.01%	242
2024 Q4	$46.1K	Hold	319	–	–	0.01%	249
2024 Q3	$51.7K	Hold	319	–	–	0.01%	257
2024 Q2	$46.6K	Sell	319 -816	-72%	-$121K	0.01%	259
2024 Q1	$180K	Sell	1,135 -3	-0.3%	-$478	0.04%	203
2023 Q4	$178K	Sell	1,138 -166	-13%	-$25.5K	0.04%	218
2023 Q3	$203K	Sell	1,304 -11	-0.8%	-$1.81K	0.03%	264
2023 Q2	$218K	Hold	1,315	–	–	0.03%	274
2023 Q1	$204K	Sell	1,315 -9,135	-87%	-$1.48M	0.03%	276
2022 Q4	$1.85M	Sell	10,450 -534	-5%	-$92.2K	0.29%	106
2022 Q3	$1.79M	Sell	10,984 -632	-5%	-$107K	0.29%	107
2022 Q2	$2.06M	Sell	11,616 -3,951	-25%	-$704K	0.33%	90
2022 Q1	$2.76M	Sell	15,567 -798	-5%	-$136K	0.34%	84
2021 Q4	$2.8M	Buy	16,365 +6,638	+68%	+$1.09M	0.32%	96
2021 Q3	$1.57M	Buy	9,727 +92	+1%	+$15.7K	0.19%	172
2021 Q2	$1.59M	Hold	9,635	–	–	0.18%	187
2021 Q1	$1.58M	Buy	9,635 +9,154	+1,903%	+$1.48M	0.19%	177
2020 Q4	$76K	Buy	481 +235	+96%	+$34.7K	0.01%	381
2020 Q3	$37K	Buy	+246	New	+$36.4K	0.01%	396
2020 Q1	–	Sell	-179	Closed	-$26K	–	427
2019 Q4	$26K	Hold	179	–	–	﹤0.01%	425
2019 Q3	$23K	Hold	179	–	–	﹤0.01%	420
2019 Q2	$25K	Sell	179 -118	-40%	-$16.3K	﹤0.01%	425
2019 Q1	$42K	Sell	297 -710	-71%	-$95.1K	0.01%	402
2018 Q4	$130K	Buy	+1,007	New	+$140K	0.02%	363
2016 Q4	–	Sell	-17,788	Closed	-$2.1M	–	361
2016 Q3	$2.1M	Sell	17,788 -122	-0.7%	-$14.8K	0.34%	76
2016 Q2	$2.17M	Sell	17,910 -204	-1%	-$23.2K	0.36%	71
2016 Q1	$1.96M	Sell	18,114 -578	-3%	-$59.8K	0.34%	72
2015 Q4	$1.92M	Sell	18,692 -30	-0.2%	-$3.02K	0.3%	76
2015 Q3	$1.75M	Hold	18,722	–	–	0.29%	78
2015 Q2	$1.82M	Sell	18,722 -621	-3%	-$62.2K	0.28%	93
2015 Q1	$1.95M	Sell	19,343 -63	-0.3%	-$6.41K	0.27%	90
2014 Q4	$2.03M	Sell	19,406 -3,105	-14%	-$327K	0.3%	89
2014 Q3	$2.4M	Sell	22,511 -2,140	-9%	-$222K	0.37%	77
2014 Q2	$2.58M	Sell	24,651 -33	-0.1%	-$3.33K	0.38%	72
2014 Q1	$2.42M	Sell	24,684 -794	-3%	-$73.6K	0.35%	83
2013 Q4	$2.33M	Hold	25,478	–	–	0.33%	88
2013 Q3	$2.21M	Sell	25,478 -14	-0.1%	-$1.26K	0.33%	84
2013 Q2	$2.19M	Buy	+25,492	New	+$2.16M	0.39%	82

Other funds holding JNJ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Essex Investment Management's JNJ Position: Q1 2026 in Review

Essex Investment Management reduced its Johnson & Johnson (JNJ) stake by 0.08% in Q1 2026, selling an estimated $466 and leaving 2,384 shares worth $583K. The position accounts for 0.09% of the portfolio, ranked #165.

Essex Investment Management first reported a position in JNJ in Q2 2013 and has held it in 42 quarters since. The position peaked at $2.8M in Q4 2021. 4,630 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

Essex Investment Management held 2,384 shares of Johnson & Johnson worth $583K as of Q1 2026.
Essex Investment Management sold 2 Johnson & Johnson shares in Q1 2026, an estimated $466.
Johnson & Johnson made up 0.09% of Essex Investment Management's portfolio in Q1 2026, its #165 holding.
Essex Investment Management first reported a position in Johnson & Johnson in Q2 2013 and has held it in 42 quarters since.
Essex Investment Management's Johnson & Johnson position peaked at $2.8M in Q4 2021.
4,630 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Essex Investment Management's 13F filing for Q1 2026, filed 11 May 2026.