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LMR Partners’s Johnson & Johnson JNJ Stock Holding History

LMR Partners’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 		– Sell
-4,700
Closed -$973K – 1676
2025
Q4 		$973K Sell
4,700
-100
-2% -$19.8K ﹤0.01% 992
2025
Q3 		$890K Hold
4,800
– – ﹤0.01% 969
2025
Q2 		$733K Sell
4,800
-25,000
-84% -$3.84M 0.01% 856
2025
Q1 		$4.94M Buy
29,800
+4,700
+19% +$735K 0.05% 411
2024
Q4 		$3.63M Hold
25,100
– – 0.03% 464
2024
Q3 		$4.07M Hold
25,100
– – 0.03% 417
2024
Q2 		$3.67M Sell
25,100
-9,400
-27% -$1.4M 0.03% 402
2024
Q1 		$5.46M Buy
34,500
+16,800
+95% +$2.67M 0.06% 304
2023
Q4 		$2.77M Buy
+17,700
New +$2.71M 0.03% 420

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

LMR Partners's JNJ Position: Q1 2026 in Review

LMR Partners increased its Johnson & Johnson (JNJ) stake by 540% in Q1 2026, buying an estimated $267K and bringing the position to 1,357 shares worth $332K. The position accounts for ﹤0.01% of the portfolio, ranked #1127.

LMR Partners first reported a position in JNJ in Q4 2015 and has held it in 16 quarters since. The position peaked at $5.34M in Q2 2023. 4,616 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

  • LMR Partners held 1,357 shares of Johnson & Johnson worth $332K as of Q1 2026.
  • LMR Partners bought 1,145 Johnson & Johnson shares in Q1 2026, an estimated $267K.
  • Johnson & Johnson made up ﹤0.01% of LMR Partners's portfolio in Q1 2026, its #1127 holding.
  • LMR Partners first reported a position in Johnson & Johnson in Q4 2015 and has held it in 16 quarters since.
  • LMR Partners's Johnson & Johnson position peaked at $5.34M in Q2 2023.
  • 4,616 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on LMR Partners's 13F filing for Q1 2026, filed 15 May 2026.