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Liberty One Investment Management’s Johnson & Johnson JNJ Stock Holding History

Liberty One 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 		$38.2M Buy
156,093
+12,166
+8% +$2.83M 3.93% 1
2025
Q4 		$29.8M Sell
143,927
-222,886
-61% -$44.1M 3.81% 2
2025
Q3 		$68M Buy
366,813
+167,353
+84% +$28.7M 3.83% 1
2025
Q2 		$30.5M Buy
199,460
+4,910
+3% +$755K 3.08% 7
2025
Q1 		$32.3M Buy
194,550
+8,205
+4% +$1.28M 3.26% 7
2024
Q4 		$26.9M Buy
186,345
+5,841
+3% +$905K 2.92% 13
2024
Q3 		$29.3M Buy
180,504
+3,290
+2% +$524K 2.99% 13
2024
Q2 		$25.9M Buy
177,214
+20,518
+13% +$3.05M 2.92% 14
2024
Q1 		$24.8M Buy
156,696
+3,221
+2% +$513K 2.81% 15
2023
Q4 		$24.1M Buy
153,475
+5,224
+4% +$801K 2.97% 14
2023
Q3 		$23.1M Sell
148,251
-19,000
-11% -$3.14M 3.35% 6
2023
Q2 		$27.7M Buy
167,251
+6,844
+4% +$1.1M 3.59% 7
2023
Q1 		$24.9M Buy
160,407
+11,766
+8% +$1.9M 3.39% 8
2022
Q4 		$26.3M Buy
148,641
+5,322
+4% +$919K 3.77% 4
2022
Q3 		$23.4M Buy
143,319
+17,174
+14% +$2.91M 3.85% 2
2022
Q2 		$20.8M Sell
126,145
-12,459
-9% -$2.22M 3.53% 4
2022
Q1 		$24.6M Buy
138,604
+4,728
+4% +$804K 3.73% 3
2021
Q4 		$22.9M Buy
133,876
+6,609
+5% +$1.08M 3.45% 8
2021
Q3 		$20.6M Buy
127,267
+1,122
+0.9% +$191K 3.51% 4
2021
Q2 		$20.8M Buy
126,145
+2,783
+2% +$461K 3.51% 4
2021
Q1 		$20.3M Sell
123,362
-4,324
-3% -$700K 3.61% 5
2020
Q4 		$20.1M Buy
127,686
+3,608
+3% +$532K 3.78% 1
2020
Q3 		$18.5M Buy
124,078
+4,792
+4% +$709K 3.78% 2
2020
Q2 		$16.8M Buy
119,286
+5,131
+4% +$748K 3.76% 5
2020
Q1 		$15M Sell
114,155
-407
-0.4% -$57.7K 3.86% 2
2019
Q4 		$16.7M Buy
+114,562
New +$15.5M 3.62% 6

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

Liberty One Investment Management's JNJ Position: Q1 2026 in Review

Liberty One Investment Management increased its Johnson & Johnson (JNJ) stake by 8.5% in Q1 2026, buying an estimated $2.83M and bringing the position to 156,093 shares worth $38.2M. The position accounts for 3.93% of the portfolio, ranked #1.

Liberty One Investment Management first reported a position in JNJ in Q4 2019 and has held it in 26 quarters since. The position peaked at $68M in Q3 2025. 4,618 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

  • Liberty One Investment Management held 156,093 shares of Johnson & Johnson worth $38.2M as of Q1 2026.
  • Liberty One Investment Management bought 12,166 Johnson & Johnson shares in Q1 2026, an estimated $2.83M.
  • Johnson & Johnson made up 3.93% of Liberty One Investment Management's portfolio in Q1 2026, its #1 holding.
  • Liberty One Investment Management first reported a position in Johnson & Johnson in Q4 2019 and has held it in 26 quarters since.
  • Liberty One Investment Management's Johnson & Johnson position peaked at $68M in Q3 2025.
  • 4,618 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Liberty One Investment Management's 13F filing for Q1 2026, filed 14 May 2026.