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Knightsbridge Asset Management’s Johnson & Johnson JNJ Stock Holding History

Knightsbridge Asset 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 		$978K Buy
4,000
+63
+2% +$14.7K 0.13% 78
2025
Q4 		$815K Buy
3,937
+126
+3% +$24.9K 0.13% 79
2025
Q3 		$707K Buy
3,811
+268
+8% +$45.9K 0.12% 83
2025
Q2 		$541K Buy
3,543
+847
+31% +$130K 0.12% 82
2025
Q1 		$447K Buy
+2,696
New +$422K 0.11% 89
2024
Q2 		– Sell
-1,388
Closed -$218K – 125
2024
Q1 		$218K Hold
1,388
– – 0.06% 111
2023
Q4 		$218K Sell
1,388
-382
-22% -$58.6K 0.06% 111
2023
Q3 		$276K Sell
1,770
-2,490
-58% -$411K 0.09% 96
2023
Q2 		$705K Sell
4,260
-3,519
-45% -$568K 0.23% 62
2023
Q1 		$1.21M Buy
7,779
+789
+11% +$127K 0.21% 65
2022
Q4 		$1.24M Buy
6,990
+987
+16% +$170K 0.23% 70
2022
Q3 		$981K Sell
6,003
-12
-0.2% -$2.03K 0.21% 60
2022
Q2 		$1.07M Buy
6,015
+2,992
+99% +$533K 0.21% 58
2022
Q1 		$536K Sell
3,023
-11
-0.4% -$1.87K 0.18% 63
2021
Q4 		$519K Sell
3,034
-394
-11% -$64.5K 0.17% 66
2021
Q3 		$554K Buy
3,428
+1,229
+56% +$210K 0.2% 56
2021
Q2 		$362K Buy
2,199
+89
+4% +$14.7K 0.14% 51
2021
Q1 		$347K Buy
2,110
+641
+44% +$104K 0.15% 52
2020
Q4 		$231K Sell
1,469
-579
-28% -$85.4K 0.11% 48
2020
Q3 		$305K Buy
2,048
+160
+8% +$23.7K 0.18% 41
2020
Q2 		$266K Buy
+1,888
New +$275K 0.17% 37

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

Knightsbridge Asset Management's JNJ Position: Q1 2026 in Review

Knightsbridge Asset Management increased its Johnson & Johnson (JNJ) stake by 1.6% in Q1 2026, buying an estimated $14.7K and bringing the position to 4,000 shares worth $978K. The position accounts for 0.13% of the portfolio, ranked #78.

Knightsbridge Asset Management first reported a position in JNJ in Q2 2020 and has held it in 21 quarters since. The position peaked at $1.24M in Q4 2022. 4,613 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

  • Knightsbridge Asset Management held 4,000 shares of Johnson & Johnson worth $978K as of Q1 2026.
  • Knightsbridge Asset Management bought 63 Johnson & Johnson shares in Q1 2026, an estimated $14.7K.
  • Johnson & Johnson made up 0.13% of Knightsbridge Asset Management's portfolio in Q1 2026, its #78 holding.
  • Knightsbridge Asset Management first reported a position in Johnson & Johnson in Q2 2020 and has held it in 21 quarters since.
  • Knightsbridge Asset Management's Johnson & Johnson position peaked at $1.24M in Q4 2022.
  • 4,613 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Knightsbridge Asset Management's 13F filing for Q1 2026, filed 15 May 2026.