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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.43M Buy
9,945
+109
+1% +$25.4K 1.17% 31
2025
Q4
$2.04M Buy
9,836
+686
+7% +$136K 1.02% 33
2025
Q3
$1.7M Buy
+9,150
New +$1.57M 0.9% 38
2025
Q2
Sell
-8,802
Closed -$1.46M 124
2025
Q1
$1.46M Buy
8,802
+703
+9% +$110K 0.91% 35
2024
Q4
$1.31M Buy
+8,099
New +$1.26M 0.77% 40

Other funds holding JNJ

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

Marshall Investment Management increased its Johnson & Johnson (JNJ) stake by 1.1% in Q1 2026, buying an estimated $25.4K and bringing the position to 9,945 shares worth $2.43M. The position accounts for 1.17% of the portfolio, ranked #31.

Marshall Investment Management first reported a position in JNJ in Q4 2024 and has held it in 5 quarters since. 4,617 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

  • Marshall Investment Management held 9,945 shares of Johnson & Johnson worth $2.43M as of Q1 2026.
  • Marshall Investment Management bought 109 Johnson & Johnson shares in Q1 2026, an estimated $25.4K.
  • Johnson & Johnson made up 1.17% of Marshall Investment Management's portfolio in Q1 2026, its #31 holding.
  • Marshall Investment Management first reported a position in Johnson & Johnson in Q4 2024 and has held it in 5 quarters since.
  • 4,617 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Marshall Investment Management's 13F filing for Q1 2026, filed 8 May 2026.