First Financial Bankshares’s Johnson & Johnson JNJ Stock Holding History

First Financial Bankshares’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	$154M	Sell	629,377 -80,003	-11%	-$18.6M	3.11%	8
2025 Q4	$147M	Buy	709,380 +15,514	+2%	+$3.07M	2.96%	8
2025 Q3	$129M	Buy	693,866 +10,510	+2%	+$1.8M	2.64%	9
2025 Q2	$104M	Buy	683,356 +10,273	+2%	+$1.58M	2.34%	10
2025 Q1	$112M	Buy	673,083 +27,726	+4%	+$4.34M	2.41%	8
2024 Q4	$93.3M	Buy	645,357 +15,291	+2%	+$2.37M	2.02%	10
2024 Q3	$102M	Buy	630,066 +61,076	+11%	+$9.73M	2.15%	10
2024 Q2	$83.2M	Buy	568,990 +67,969	+14%	+$10.1M	1.91%	13
2024 Q1	$79.3M	Buy	501,021 +134	+0%	+$21.3K	1.79%	14
2023 Q4	$78.5M	Buy	+500,887	New	+$76.8M	1.89%	14

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

First Financial Bankshares's JNJ Position: Q1 2026 in Review

First Financial Bankshares reduced its Johnson & Johnson (JNJ) stake by 11% in Q1 2026, selling an estimated $18.6M and leaving 629,377 shares worth $154M. The position accounts for 3.11% of the portfolio, ranked #8.

First Financial Bankshares first reported a position in JNJ in Q4 2023 and has held it in 10 quarters since. 4,615 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

First Financial Bankshares held 629,377 shares of Johnson & Johnson worth $154M as of Q1 2026.
First Financial Bankshares sold 80,003 Johnson & Johnson shares in Q1 2026, an estimated $18.6M.
Johnson & Johnson made up 3.11% of First Financial Bankshares's portfolio in Q1 2026, its #8 holding.
First Financial Bankshares first reported a position in Johnson & Johnson in Q4 2023 and has held it in 10 quarters since.
4,615 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on First Financial Bankshares's 13F filing for Q1 2026, filed 11 May 2026.