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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,000
Closed -$316K 977
2024
Q1
$316K Buy
+2,000
New +$318K 0.01% 605

Other funds holding JNJ

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

Evergreen Capital Management reduced its Johnson & Johnson (JNJ) stake by 0.66% in Q2 2026, selling an estimated $103K and leaving 66,225 shares worth $16.8M. The position accounts for 0.29% of the portfolio, ranked #72.

Evergreen Capital Management first reported a position in JNJ in Q2 2013 and has held it in 53 quarters since. The position peaked at $22M in Q1 2022. 2,122 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Evergreen Capital Management held 66,225 shares of Johnson & Johnson worth $16.8M as of Q2 2026.
  • Evergreen Capital Management sold 443 Johnson & Johnson shares in Q2 2026, an estimated $103K.
  • Johnson & Johnson made up 0.29% of Evergreen Capital Management's portfolio in Q2 2026, its #72 holding.
  • Evergreen Capital Management first reported a position in Johnson & Johnson in Q2 2013 and has held it in 53 quarters since.
  • Evergreen Capital Management's Johnson & Johnson position peaked at $22M in Q1 2022.
  • 2,122 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.