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Gladstone Institutional Advisory’s Johnson & Johnson JNJ Stock Holding History

Gladstone Institutional Advisory’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 		$12M Sell
49,244
-917
-2% -$214K 0.45% 49
2025
Q4 		$10.4M Sell
50,161
-2,470
-5% -$488K 0.39% 53
2025
Q3 		$9.76M Sell
52,631
-1,483
-3% -$254K 0.38% 55
2025
Q2 		$8.27M Buy
54,114
+393
+0.7% +$60.4K 0.34% 60
2025
Q1 		$8.91M Buy
53,721
+6,184
+13% +$968K 0.42% 52
2024
Q4 		$6.87M Sell
47,537
-5,414
-10% -$839K 0.32% 75
2024
Q3 		$8.58M Sell
52,951
-565
-1% -$90K 0.42% 58
2024
Q2 		$7.82M Buy
53,516
+1,551
+3% +$231K 0.41% 58
2024
Q1 		$8.22M Buy
51,965
+6,267
+14% +$998K 0.45% 46
2023
Q4 		$7.16M Sell
45,698
-723
-2% -$111K 0.4% 59
2023
Q3 		$7.23M Sell
46,421
-5,677
-11% -$937K 0.47% 48
2023
Q2 		$8.62M Sell
52,098
-31,896
-38% -$5.15M 0.53% 37
2023
Q1 		$13M Buy
83,994
+21,698
+35% +$3.5M 0.84% 18
2022
Q4 		$11M Sell
62,296
-717
-1% -$124K 0.78% 18
2022
Q3 		$10.3M Buy
63,013
+2,577
+4% +$436K 0.8% 22
2022
Q2 		$10.7M Buy
60,436
+3,901
+7% +$695K 0.85% 19
2022
Q1 		$10M Buy
56,535
+7,586
+15% +$1.29M 0.68% 26
2021
Q4 		$8.37M Buy
48,949
+9,488
+24% +$1.55M 0.65% 32
2021
Q3 		$6.37M Buy
39,461
+9,558
+32% +$1.63M 0.62% 38
2021
Q2 		$4.93M Buy
29,903
+15,426
+107% +$2.55M 0.59% 39
2021
Q1 		$2.38M Buy
14,477
+3,828
+36% +$619K 0.37% 68
2020
Q4 		$1.68M Buy
10,649
+2,494
+31% +$368K 0.33% 70
2020
Q3 		$1.21M Buy
8,155
+176
+2% +$26K 0.29% 77
2020
Q2 		$1.12M Sell
7,979
-2,600
-25% -$379K 0.29% 77
2020
Q1 		$1.39M Buy
10,579
+2,625
+33% +$372K 0.36% 64
2019
Q4 		$1.16M Sell
7,954
-90
-1% -$12.2K 0.28% 73
2019
Q3 		$1.04M Buy
8,044
+1,707
+27% +$225K 0.26% 76
2019
Q2 		$883K Buy
6,337
+3,215
+103% +$445K 0.27% 82
2019
Q1 		$437K Sell
3,122
-569
-15% -$76.2K 0.16% 119
2018
Q4 		$476K Buy
+3,691
New +$515K 0.28% 84

Other funds holding JNJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gladstone Institutional Advisory's JNJ Position: Q1 2026 in Review

Gladstone Institutional Advisory reduced its Johnson & Johnson (JNJ) stake by 1.8% in Q1 2026, selling an estimated $214K and leaving 49,244 shares worth $12M. The position accounts for 0.45% of the portfolio, ranked #49.

Gladstone Institutional Advisory first reported a position in JNJ in Q4 2018 and has held it in 30 quarters since. The position peaked at $13M in Q1 2023. 4,616 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

  • Gladstone Institutional Advisory held 49,244 shares of Johnson & Johnson worth $12M as of Q1 2026.
  • Gladstone Institutional Advisory sold 917 Johnson & Johnson shares in Q1 2026, an estimated $214K.
  • Johnson & Johnson made up 0.45% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #49 holding.
  • Gladstone Institutional Advisory first reported a position in Johnson & Johnson in Q4 2018 and has held it in 30 quarters since.
  • Gladstone Institutional Advisory's Johnson & Johnson position peaked at $13M in Q1 2023.
  • 4,616 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.