Mainsail Asset Management’s Johnson & Johnson JNJ Stock Holding History

Mainsail 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	$999K	Buy	4,087 +776	+23%	+$181K	0.45%	29
2025 Q4	$685K	Sell	3,311 -458	-12%	-$90.6K	0.29%	35
2025 Q3	$699K	Buy	3,769 +1,685	+81%	+$289K	0.31%	38
2025 Q2	$318K	Hold	2,084	–	–	0.2%	42
2025 Q1	$346K	Buy	2,084 +163	+8%	+$25.5K	0.24%	41
2024 Q4	$278K	Hold	1,921	–	–	0.19%	50
2024 Q3	$311K	Hold	1,921	–	–	0.23%	41
2024 Q2	$281K	Hold	1,921	–	–	0.22%	42
2024 Q1	$304K	Hold	1,921	–	–	0.25%	37
2023 Q4	$301K	Buy	+1,921	New	+$295K	0.28%	34

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

Mainsail Asset Management's JNJ Position: Q1 2026 in Review

Mainsail Asset Management increased its Johnson & Johnson (JNJ) stake by 23% in Q1 2026, buying an estimated $181K and bringing the position to 4,087 shares worth $999K. The position accounts for 0.45% of the portfolio, ranked #29.

Mainsail Asset Management first reported a position in JNJ in Q4 2023 and has held it in 10 quarters since. 4,616 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

Mainsail Asset Management held 4,087 shares of Johnson & Johnson worth $999K as of Q1 2026.
Mainsail Asset Management bought 776 Johnson & Johnson shares in Q1 2026, an estimated $181K.
Johnson & Johnson made up 0.45% of Mainsail Asset Management's portfolio in Q1 2026, its #29 holding.
Mainsail Asset Management first reported a position in Johnson & Johnson in Q4 2023 and has held it in 10 quarters since.
4,616 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Mainsail Asset Management's 13F filing for Q1 2026, filed 13 May 2026.