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Letson Investment Management’s Johnson & Johnson JNJ Stock Holding History

Letson Investment 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
Q2 		$20M Sell
78,837
-140
-0.2% -$32.6K 7.35% 2
2026
Q1 		$19.3M Sell
78,977
-87
-0.1% -$20.3K 7.42% 2
2025
Q4 		$16.4M Buy
79,064
+4
+0% +$791 6% 3
2025
Q3 		$14.7M Buy
79,060
+240
+0.3% +$41.1K 5.26% 3
2025
Q2 		$12M Sell
78,820
-19
-0% -$2.92K 4.75% 5
2025
Q1 		$13.1M Buy
78,839
+218
+0.3% +$34.1K 5.27% 4
2024
Q4 		$11.4M Sell
78,621
-325
-0.4% -$50.4K 4.6% 5
2024
Q3 		$12.8M Buy
78,946
+32,575
+70% +$5.19M 5.03% 4
2024
Q2 		$6.78M Sell
46,371
-226
-0.5% -$33.6K 3% 9
2024
Q1 		$7.37M Buy
46,597
+1,578
+4% +$251K 3.12% 8
2023
Q4 		$7.06M Buy
+45,019
New +$6.9M 3.28% 6

Other funds holding JNJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Letson Investment Management's JNJ Position: Q2 2026 in Review

Letson Investment Management reduced its Johnson & Johnson (JNJ) stake by 0.18% in Q2 2026, selling an estimated $32.6K and leaving 78,837 shares worth $20M. The position accounts for 7.35% of the portfolio, ranked #2.

Letson Investment Management first reported a position in JNJ in Q4 2023 and has held it in 11 quarters since. 4,690 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Letson Investment Management held 78,837 shares of Johnson & Johnson worth $20M as of Q2 2026.
  • Letson Investment Management sold 140 Johnson & Johnson shares in Q2 2026, an estimated $32.6K.
  • Johnson & Johnson made up 7.35% of Letson Investment Management's portfolio in Q2 2026, its #2 holding.
  • Letson Investment Management first reported a position in Johnson & Johnson in Q4 2023 and has held it in 11 quarters since.
  • 4,690 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Letson Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.