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

Evelyn Partners 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	$33M	Sell	135,066 -2,708	-2%	-$631K	0.9%	28
2025 Q4	$28.5M	Sell	137,774 -6,398	-4%	-$1.27M	0.79%	32
2025 Q3	$26.7M	Sell	144,172 -8,955	-6%	-$1.53M	0.76%	33
2025 Q2	$23.4M	Sell	153,127 -3,688	-2%	-$567K	0.72%	35
2025 Q1	$26M	Sell	156,815 -3,087	-2%	-$483K	0.87%	29
2024 Q4	$23.1M	Buy	+159,902	New	+$24.8M	0.75%	35

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

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

Evelyn Partners Investment Management reduced its Johnson & Johnson (JNJ) stake by 2% in Q1 2026, selling an estimated $631K and leaving 135,066 shares worth $33M. The position accounts for 0.9% of the portfolio, ranked #28.

Evelyn Partners Investment Management first reported a position in JNJ in Q4 2024 and has held it in 6 quarters since. 4,621 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

Evelyn Partners Investment Management held 135,066 shares of Johnson & Johnson worth $33M as of Q1 2026.
Evelyn Partners Investment Management sold 2,708 Johnson & Johnson shares in Q1 2026, an estimated $631K.
Johnson & Johnson made up 0.9% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #28 holding.
Evelyn Partners Investment Management first reported a position in Johnson & Johnson in Q4 2024 and has held it in 6 quarters since.
4,621 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

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