London & Capital Asset Management’s Johnson & Johnson JNJ Stock Holding History

London & Capital Asset 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	$2.83M	Buy	11,586 +2,007	+21%	+$467K	0.03%	73
2025 Q4	$1.98M	Buy	+9,579	New	+$1.89M	0.02%	90
2025 Q3	–	Sell	-11,998	Closed	-$1.83M	–	95
2025 Q2	$1.83M	Sell	11,998 -14,799	-55%	-$2.27M	0.14%	62
2025 Q1	$4.44M	Sell	26,797 -121,489	-82%	-$19M	0.38%	46
2024 Q4	$21.4M	Sell	148,286 -87,241	-37%	-$13.5M	1.83%	25
2024 Q3	$38.2M	Buy	235,527 +4,604	+2%	+$734K	3.03%	8
2024 Q2	$33.8M	Sell	230,923 -31,309	-12%	-$4.66M	2.85%	11
2024 Q1	$41.5M	Buy	262,232 +209	+0.1%	+$33.3K	3.17%	11
2023 Q4	$41.1M	Buy	262,023 +3,045	+1%	+$467K	3.45%	7
2023 Q3	$40.3M	Buy	258,978 +46,735	+22%	+$7.71M	3.68%	5
2023 Q2	$35.1M	Sell	212,243 -19,762	-9%	-$3.19M	3.48%	6
2023 Q1	$36M	Sell	232,005 -7,927	-3%	-$1.28M	3.38%	6
2022 Q4	$42.4M	Sell	239,932 -10,812	-4%	-$1.87M	3.91%	4
2022 Q3	$41M	Buy	250,744 +5,378	+2%	+$910K	3.82%	4
2022 Q2	$43.6M	Buy	245,366 +11,444	+5%	+$2.04M	3.46%	5
2022 Q1	$41.5M	Sell	233,922 -5,532	-2%	-$941K	3.06%	10
2021 Q4	$41M	Buy	239,454 +31,227	+15%	+$5.11M	2.52%	14
2021 Q3	$33.6M	Buy	208,227 +22,335	+12%	+$3.81M	2.44%	14
2021 Q2	$30.6M	Buy	185,892 +16,155	+10%	+$2.67M	2.51%	14
2021 Q1	$27.9M	Buy	169,737 +1,413	+0.8%	+$229K	2.6%	9
2020 Q4	$26.5M	Buy	168,324 +20,974	+14%	+$3.1M	2.94%	9
2020 Q3	$21.9M	Buy	147,350 +24,599	+20%	+$3.64M	2.93%	10
2020 Q2	$17.3M	Buy	122,751 +114,258	+1,345%	+$16.7M	3%	10
2020 Q1	$1.11M	Sell	8,493 -8,356	-50%	-$1.19M	0.26%	36
2019 Q4	$2.46M	Sell	16,849 -1,124	-6%	-$152K	0.4%	33
2019 Q3	$2.33M	Buy	17,973 +6,438	+56%	+$848K	0.4%	32
2019 Q2	$1.61M	Sell	11,535 -11,010	-49%	-$1.52M	0.34%	36
2019 Q1	$3.15M	Sell	22,545 -5,137	-19%	-$688K	0.47%	26
2018 Q4	$3.57M	Buy	+27,682	New	+$3.86M	0.55%	28

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

London & Capital Asset Management's JNJ Position: Q1 2026 in Review

London & Capital Asset Management increased its Johnson & Johnson (JNJ) stake by 21% in Q1 2026, buying an estimated $467K and bringing the position to 11,586 shares worth $2.83M. The position accounts for 0.03% of the portfolio, ranked #73.

London & Capital Asset Management first reported a position in JNJ in Q4 2018 and has held it in 29 quarters since. The position peaked at $43.6M in Q2 2022. 4,617 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

London & Capital Asset Management held 11,586 shares of Johnson & Johnson worth $2.83M as of Q1 2026.
London & Capital Asset Management bought 2,007 Johnson & Johnson shares in Q1 2026, an estimated $467K.
Johnson & Johnson made up 0.03% of London & Capital Asset Management's portfolio in Q1 2026, its #73 holding.
London & Capital Asset Management first reported a position in Johnson & Johnson in Q4 2018 and has held it in 29 quarters since.
London & Capital Asset Management's Johnson & Johnson position peaked at $43.6M in Q2 2022.
4,617 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on London & Capital Asset Management's 13F filing for Q1 2026, filed 15 May 2026.