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Lee Financial’s Johnson & Johnson JNJ Stock Holding History

Lee Financial’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 		$609K Sell
2,491
-145
-6% -$33.8K 0.09% 98
2025
Q4 		$546K Sell
2,636
-484
-16% -$95.7K 0.07% 97
2025
Q3 		$579K Buy
3,120
+460
+17% +$78.8K 0.07% 111
2025
Q2 		$406K Sell
2,660
-75
-3% -$11.5K 0.06% 104
2025
Q1 		$454K Sell
2,735
-602
-18% -$94.2K 0.07% 100
2024
Q4 		$483K Buy
3,337
+38
+1% +$5.89K 0.07% 115
2024
Q3 		$535K Buy
3,299
+157
+5% +$25K 0.08% 108
2024
Q2 		$459K Hold
3,142
– – 0.07% 103
2024
Q1 		$497K Buy
3,142
+831
+36% +$132K 0.08% 96
2023
Q4 		$362K Buy
2,311
+19
+0.8% +$2.91K 0.06% 107
2023
Q3 		$357K Hold
2,292
– – 0.07% 104
2023
Q2 		$379K Sell
2,292
-570
-20% -$92K 0.07% 98
2023
Q1 		$444K Buy
2,862
+67
+2% +$10.8K 0.08% 91
2022
Q4 		$494K Buy
2,795
+30
+1% +$5.18K 0.08% 96
2022
Q3 		$451K Buy
2,765
+211
+8% +$35.7K 0.08% 95
2022
Q2 		$454K Buy
2,554
+77
+3% +$13.7K 0.08% 96
2022
Q1 		$439K Sell
2,477
-360
-13% -$61.3K 0.08% 101
2021
Q4 		$485K Buy
2,837
+861
+44% +$141K 0.09% 100
2021
Q3 		$319K Buy
1,976
+235
+13% +$40.1K 0.07% 110
2021
Q2 		$287K Hold
1,741
– – 0.06% 116
2021
Q1 		$286K Buy
1,741
+100
+6% +$16.2K 0.07% 113
2020
Q4 		$258K Buy
1,641
+76
+5% +$11.2K 0.07% 115
2020
Q3 		$233K Hold
1,565
– – 0.07% 117
2020
Q2 		$220K Buy
1,565
+300
+24% +$43.7K 0.06% 114
2020
Q1 		$166K Hold
1,265
– – 0.06% 109
2019
Q4 		$185K Hold
1,265
– – 0.04% 121
2019
Q3 		$164K Buy
1,265
+289
+30% +$38.1K 0.04% 126
2019
Q2 		$136K Buy
976
+253
+35% +$35K 0.03% 149
2019
Q1 		$101K Buy
723
+42
+6% +$5.63K 0.02% 157
2018
Q4 		$88K Sell
681
-57
-8% -$7.95K 0.02% 150
2018
Q3 		$102K Sell
738
-485
-40% -$64.5K 0.03% 161
2018
Q2 		$149K Sell
1,223
-1,000
-45% -$125K 0.04% 182
2018
Q1 		$285K Buy
2,223
+1,719
+341% +$232K 0.07% 135
2017
Q4 		$70K Buy
504
+57
+13% +$7.94K 0.02% 172
2017
Q3 		$58K Hold
447
– – 0.02% 173
2017
Q2 		$59K Sell
447
-100
-18% -$12.8K 0.02% 181
2017
Q1 		$68K Hold
547
– – 0.03% 156
2016
Q4 		$63K Buy
+547
New +$63.2K 0.04% 162

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

Lee Financial's JNJ Position: Q1 2026 in Review

Lee Financial reduced its Johnson & Johnson (JNJ) stake by 5.5% in Q1 2026, selling an estimated $33.8K and leaving 2,491 shares worth $609K. The position accounts for 0.09% of the portfolio, ranked #98.

Lee Financial first reported a position in JNJ in Q4 2016 and has held it in 38 quarters since. 4,614 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

  • Lee Financial held 2,491 shares of Johnson & Johnson worth $609K as of Q1 2026.
  • Lee Financial sold 145 Johnson & Johnson shares in Q1 2026, an estimated $33.8K.
  • Johnson & Johnson made up 0.09% of Lee Financial's portfolio in Q1 2026, its #98 holding.
  • Lee Financial first reported a position in Johnson & Johnson in Q4 2016 and has held it in 38 quarters since.
  • 4,614 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Lee Financial's 13F filing for Q1 2026, filed 13 Apr 2026.