Jensen Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.23M | Sell |
8,797
-970
| -10% | -$226K | 0.05% | 62 |
|
|
2026
Q1 | $2.39M | Sell |
9,767
-499
| -5% | -$116K | 0.05% | 62 |
|
|
2025
Q4 | $2.12M | Sell |
10,266
-18,704
| -65% | -$3.7M | 0.03% | 69 |
|
|
2025
Q3 | $5.37M | Sell |
28,970
-387,228
| -93% | -$66.3M | 0.07% | 47 |
|
|
2025
Q2 | $63.6M | Sell |
416,198
-198,552
| -32% | -$30.5M | 0.75% | 26 |
|
|
2025
Q1 | $102M | Sell |
614,750
-920,015
| -60% | -$144M | 1.13% | 27 |
|
|
2024
Q4 | $222M | Sell |
1,534,765
-153,830
| -9% | -$23.8M | 2.01% | 20 |
|
|
2024
Q3 | $274M | Sell |
1,688,595
-210,244
| -11% | -$33.5M | 2.29% | 20 |
|
|
2024
Q2 | $278M | Sell |
1,898,839
-119,314
| -6% | -$17.7M | 2.27% | 21 |
|
|
2024
Q1 | $319M | Sell |
2,018,153
-86,986
| -4% | -$13.8M | 2.44% | 22 |
|
|
2023
Q4 | $330M | Sell |
2,105,139
-174,298
| -8% | -$26.7M | 2.5% | 21 |
|
|
2023
Q3 | $355M | Sell |
2,279,437
-539,270
| -19% | -$89M | 2.81% | 16 |
|
|
2023
Q2 | $467M | Buy |
2,818,707
+32,620
| +1% | +$5.26M | 3.42% | 12 |
|
|
2023
Q1 | $427M | Sell |
2,786,087
-509,740
| -15% | -$82.3M | 3.37% | 14 |
|
|
2022
Q4 | $582M | Sell |
3,295,827
-298,484
| -8% | -$51.5M | 4.55% | 7 |
|
|
2022
Q3 | $587M | Sell |
3,594,311
-19,528
| -0.5% | -$3.3M | 5.11% | 5 |
|
|
2022
Q2 | $641M | Sell |
3,613,839
-80,493
| -2% | -$14.3M | 5.31% | 4 |
|
|
2022
Q1 | $655M | Sell |
3,694,332
-317,337
| -8% | -$54M | 4.88% | 5 |
|
|
2021
Q4 | $686M | Sell |
4,011,669
-29,270
| -0.7% | -$4.79M | 4.82% | 5 |
|
|
2021
Q3 | $653M | Sell |
4,040,939
-352,371
| -8% | -$60.1M | 5.17% | 4 |
|
|
2021
Q2 | $724M | Sell |
4,393,310
-27,938
| -0.6% | -$4.63M | 5.47% | 4 |
|
|
2021
Q1 | $727M | Buy |
4,421,248
+83,747
| +2% | +$13.6M | 5.81% | 4 |
|
|
2020
Q4 | $683M | Buy |
4,337,501
+19,153
| +0.4% | +$2.83M | 5.66% | 4 |
|
|
2020
Q3 | $643M | Buy |
4,318,348
+3,980
| +0.1% | +$589K | 5.7% | 3 |
|
|
2020
Q2 | $607M | Sell |
4,314,368
-4,272
| -0.1% | -$623K | 5.81% | 4 |
|
|
2020
Q1 | $566M | Buy |
4,318,640
+426,660
| +11% | +$60.5M | 6.34% | 4 |
|
|
2019
Q4 | $568M | Buy |
3,891,980
+150,370
| +4% | +$20.4M | 5.63% | 5 |
|
|
2019
Q3 | $484M | Buy |
3,741,610
+837,950
| +29% | +$110M | 5.17% | 5 |
|
|
2019
Q2 | $404M | Buy |
2,903,660
+554,783
| +24% | +$76.8M | 4.61% | 8 |
|
|
2019
Q1 | $328M | Buy |
2,348,877
+14,174
| +0.6% | +$1.9M | 3.91% | 11 |
|
|
2018
Q4 | $301M | Sell |
2,334,703
-2,050
| -0.1% | -$286K | 4.26% | 11 |
|
|
2018
Q3 | $323M | Sell |
2,336,753
-7,835
| -0.3% | -$1.04M | 4.03% | 11 |
|
|
2018
Q2 | $284M | Sell |
2,344,588
-109,820
| -4% | -$13.7M | 3.82% | 12 |
|
|
2018
Q1 | $315M | Buy |
2,454,408
+6,190
| +0.3% | +$837K | 4.11% | 10 |
|
|
2017
Q4 | $342M | Sell |
2,448,218
-2,320
| -0.1% | -$323K | 4.37% | 9 |
|
|
2017
Q3 | $319M | Sell |
2,450,538
-14,275
| -0.6% | -$1.89M | 4.3% | 11 |
|
|
2017
Q2 | $326M | Sell |
2,464,813
-217,445
| -8% | -$27.7M | 4.47% | 9 |
|
|
2017
Q1 | $334M | Sell |
2,682,258
-6,915
| -0.3% | -$826K | 4.68% | 6 |
|
|
2016
Q4 | $310M | Sell |
2,689,173
-6,995
| -0.3% | -$808K | 4.54% | 7 |
|
|
2016
Q3 | $318M | Sell |
2,696,168
-282,317
| -9% | -$34.2M | 4.76% | 7 |
|
|
2016
Q2 | $361M | Sell |
2,978,485
-34,160
| -1% | -$3.88M | 5.61% | 3 |
|
|
2016
Q1 | $326M | Buy |
3,012,645
+131,680
| +5% | +$13.6M | 5.2% | 5 |
|
|
2015
Q4 | $296M | Buy |
2,880,965
+168,480
| +6% | +$16.9M | 4.96% | 8 |
|
|
2015
Q3 | $253M | Buy |
2,712,485
+604,713
| +29% | +$58.5M | 4.46% | 11 |
|
|
2015
Q2 | $205M | Buy |
2,107,772
+475,412
| +29% | +$47.6M | 3.28% | 14 |
|
|
2015
Q1 | $164M | Buy |
1,632,360
+1,612,040
| +7,933% | +$164M | 2.51% | 23 |
|
|
2014
Q4 | $2.13M | Buy |
20,320
+4,920
| +32% | +$518K | 0.03% | 33 |
|
|
2014
Q3 | $1.64M | Hold |
15,400
| – | – | 0.03% | 32 |
|
|
2014
Q2 | $1.61M | Hold |
15,400
| – | – | 0.02% | 32 |
|
|
2014
Q1 | $1.51M | Hold |
15,400
| – | – | 0.02% | 32 |
|
|
2013
Q4 | $1.41M | Hold |
15,400
| – | – | 0.02% | 33 |
|
|
2013
Q3 | $1.33M | Sell |
15,400
-1,455
| -9% | -$131K | 0.02% | 32 |
|
|
2013
Q2 | $1.45M | Buy |
+16,855
| New | +$1.43M | 0.02% | 33 |
|
Other funds holding JNJ
Jensen Investment Management's JNJ Position: Q2 2026 in Review
Jensen Investment Management reduced its Johnson & Johnson (JNJ) stake by 9.9% in Q2 2026, selling an estimated $226K and leaving 8,797 shares worth $2.23M. The position accounts for 0.05% of the portfolio, ranked #62.
Jensen Investment Management first reported a position in JNJ in Q2 2013 and has held it in 53 quarters since. The position peaked at $727M in Q1 2021. 3,306 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.
- Jensen Investment Management held 8,797 shares of Johnson & Johnson worth $2.23M as of Q2 2026.
- Jensen Investment Management sold 970 Johnson & Johnson shares in Q2 2026, an estimated $226K.
- Johnson & Johnson made up 0.05% of Jensen Investment Management's portfolio in Q2 2026, its #62 holding.
- Jensen Investment Management first reported a position in Johnson & Johnson in Q2 2013 and has held it in 53 quarters since.
- Jensen Investment Management's Johnson & Johnson position peaked at $727M in Q1 2021.
- 3,306 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.
Based on Jensen Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.