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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Letson Investment Management's JNJ Position: Q1 2026 in Review

Letson Investment Management reduced its Johnson & Johnson (JNJ) stake by 0.11% in Q1 2026, selling an estimated $20.3K and leaving 78,977 shares worth $19.3M. The position accounts for 7.42% of the portfolio, ranked #2.

Letson Investment Management first reported a position in JNJ in Q4 2023 and has held it in 10 quarters since. 4,615 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

Letson Investment Management held 78,977 shares of Johnson & Johnson worth $19.3M as of Q1 2026.
Letson Investment Management sold 87 Johnson & Johnson shares in Q1 2026, an estimated $20.3K.
Johnson & Johnson made up 7.42% of Letson Investment Management's portfolio in Q1 2026, its #2 holding.
Letson Investment Management first reported a position in Johnson & Johnson in Q4 2023 and has held it in 10 quarters since.
4,615 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Letson Investment Management's 13F filing for Q1 2026, filed 24 Apr 2026.