Evelyn Partners Investment Management Services’s Johnson & Johnson JNJ Stock Holding History

Evelyn Partners Investment Management Services’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	$25.2M	Buy	103,098 +5,210	+5%	+$1.21M	2.96%	8
2025 Q4	$20.3M	Sell	97,888 -550	-0.6%	-$109K	2.54%	12
2025 Q3	$18.3M	Sell	98,438 -3,175	-3%	-$544K	2.45%	10
2025 Q2	$15.5M	Buy	101,613 +3,925	+4%	+$603K	2.33%	13
2025 Q1	$16.2M	Buy	97,688 +7,386	+8%	+$1.16M	2.66%	9
2024 Q4	$13.1M	Buy	+90,302	New	+$14M	2.28%	12

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

Evelyn Partners Investment Management Services's JNJ Position: Q1 2026 in Review

Evelyn Partners Investment Management Services increased its Johnson & Johnson (JNJ) stake by 5.3% in Q1 2026, buying an estimated $1.21M and bringing the position to 103,098 shares worth $25.2M. The position accounts for 2.96% of the portfolio, ranked #8.

Evelyn Partners Investment Management Services first reported a position in JNJ in Q4 2024 and has held it in 6 quarters since. 4,627 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

Evelyn Partners Investment Management Services held 103,098 shares of Johnson & Johnson worth $25.2M as of Q1 2026.
Evelyn Partners Investment Management Services bought 5,210 Johnson & Johnson shares in Q1 2026, an estimated $1.21M.
Johnson & Johnson made up 2.96% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #8 holding.
Evelyn Partners Investment Management Services first reported a position in Johnson & Johnson in Q4 2024 and has held it in 6 quarters since.
4,627 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.