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

Longfellow 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 		$770K Sell
3,152
-1,396
-31% -$325K 0.16% 90
2025
Q4 		$941K Sell
4,548
-1,741
-28% -$344K 0.21% 81
2025
Q3 		$1.17M Sell
6,289
-3,346
-35% -$573K 0.28% 59
2025
Q2 		$1.47M Buy
9,635
+1,858
+24% +$286K 0.36% 46
2025
Q1 		$1.29M Sell
7,777
-4,627
-37% -$724K 0.31% 45
2024
Q4 		$1.79M Sell
12,404
-792
-6% -$123K 0.46% 27
2024
Q3 		$2.14M Buy
13,196
+79
+0.6% +$12.6K 0.54% 26
2024
Q2 		$1.92M Buy
13,117
+106
+0.8% +$15.8K 0.48% 26
2024
Q1 		$2.06M Buy
13,011
+79
+0.6% +$12.6K 0.47% 26
2023
Q4 		$2.03M Buy
12,932
+19
+0.1% +$2.91K 0.5% 26
2023
Q3 		$2.01M Sell
12,913
-606
-4% -$100K 0.53% 26
2023
Q2 		$2.24M Buy
13,519
+553
+4% +$89.3K 0.51% 25
2023
Q1 		$2.01M Buy
12,966
+2,640
+26% +$426K 0.46% 29
2022
Q4 		$1.82M Hold
10,326
– – 0.41% 42
2022
Q3 		$1.69M Buy
10,326
+4,545
+79% +$769K 0.34% 60
2022
Q2 		$1.03M Sell
5,781
-4,858
-46% -$866K 0.22% 99
2022
Q1 		$1.89M Hold
10,639
– – 0.3% 89
2021
Q4 		$1.82M Buy
10,639
+3,334
+46% +$546K 0.3% 84
2021
Q3 		$1.18M Hold
7,305
– – 0.19% 113
2021
Q2 		$1.2M Sell
7,305
-4,656
-39% -$771K 0.17% 124
2021
Q1 		$1.97M Sell
11,961
-1,734
-13% -$281K 0.24% 107
2020
Q4 		$2.16M Buy
+13,695
New +$2.02M 0.26% 91

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

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

Longfellow Investment Management reduced its Johnson & Johnson (JNJ) stake by 31% in Q1 2026, selling an estimated $325K and leaving 3,152 shares worth $770K. The position accounts for 0.16% of the portfolio, ranked #90.

Longfellow Investment Management first reported a position in JNJ in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.24M in Q2 2023. 4,618 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

  • Longfellow Investment Management held 3,152 shares of Johnson & Johnson worth $770K as of Q1 2026.
  • Longfellow Investment Management sold 1,396 Johnson & Johnson shares in Q1 2026, an estimated $325K.
  • Johnson & Johnson made up 0.16% of Longfellow Investment Management's portfolio in Q1 2026, its #90 holding.
  • Longfellow Investment Management first reported a position in Johnson & Johnson in Q4 2020 and has held it in 22 quarters since.
  • Longfellow Investment Management's Johnson & Johnson position peaked at $2.24M in Q2 2023.
  • 4,618 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Longfellow Investment Management's 13F filing for Q1 2026, filed 12 May 2026.