Mawer Investment Management
JNJ icon

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

Mawer 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 		$88.5M Sell
362,110
-53,772
-13% -$12.5M 0.57% 44
2025
Q4 		$86.1M Buy
415,882
+14,220
+4% +$2.81M 0.48% 46
2025
Q3 		$74.5M Sell
401,662
-8,150
-2% -$1.4M 0.39% 52
2025
Q2 		$62.6M Sell
409,812
-88,786
-18% -$13.6M 0.32% 62
2025
Q1 		$82.7M Sell
498,598
-12,338
-2% -$1.93M 0.4% 53
2024
Q4 		$73.9M Sell
510,936
-1,992,838
-80% -$309M 0.34% 59
2024
Q3 		$406M Sell
2,503,774
-28,659
-1% -$4.57M 1.85% 17
2024
Q2 		$370M Sell
2,532,433
-442,106
-15% -$65.8M 1.75% 17
2024
Q1 		$471M Sell
2,974,539
-10,123
-0.3% -$1.61M 2.18% 17
2023
Q4 		$468M Sell
2,984,662
-385,765
-11% -$59.2M 2.4% 16
2023
Q3 		$525M Sell
3,370,427
-932,862
-22% -$154M 2.81% 9
2023
Q2 		$712M Sell
4,303,289
-37,470
-0.9% -$6.05M 3.73% 6
2023
Q1 		$673M Sell
4,340,759
-38,852
-0.9% -$6.27M 3.67% 6
2022
Q4 		$774M Buy
4,379,611
+160,427
+4% +$27.7M 4.36% 5
2022
Q3 		$689M Sell
4,219,184
-15,914
-0.4% -$2.69M 4.18% 6
2022
Q2 		$752M Sell
4,235,098
-6,827
-0.2% -$1.22M 4.27% 6
2022
Q1 		$752M Buy
4,241,925
+80,228
+2% +$13.7M 3.57% 7
2021
Q4 		$712M Sell
4,161,697
-89,372
-2% -$14.6M 3.21% 9
2021
Q3 		$687M Buy
4,251,069
+235,217
+6% +$40.1M 3.29% 8
2021
Q2 		$662M Buy
4,015,852
+175,118
+5% +$29M 3.27% 8
2021
Q1 		$631M Buy
3,840,734
+190,126
+5% +$30.8M 3.43% 7
2020
Q4 		$574M Buy
3,650,608
+154,006
+4% +$22.7M 3.39% 8
2020
Q3 		$516M Buy
3,496,602
+110,028
+3% +$16.3M 3.38% 9
2020
Q2 		$476M Buy
3,386,574
+96,733
+3% +$14.1M 3.51% 8
2020
Q1 		$432M Buy
3,289,841
+924,358
+39% +$131M 3.97% 6
2019
Q4 		$345M Buy
2,365,483
+204,112
+9% +$27.7M 2.8% 12
2019
Q3 		$280M Buy
2,161,371
+74,129
+4% +$9.77M 2.56% 14
2019
Q2 		$291M Buy
2,087,242
+122,143
+6% +$16.9M 1.88% 17
2019
Q1 		$275M Buy
1,965,099
+234,310
+14% +$31.4M 1.96% 14
2018
Q4 		$223M Buy
1,730,789
+209,683
+14% +$29.2M 1.85% 14
2018
Q3 		$210M Buy
1,521,106
+63,950
+4% +$8.5M 1.58% 22
2018
Q2 		$177M Buy
1,457,156
+38,500
+3% +$4.8M 1.43% 29
2018
Q1 		$182M Buy
1,418,656
+17,929
+1% +$2.42M 1.52% 25
2017
Q4 		$196M Buy
1,400,727
+5,179
+0.4% +$721K 1.62% 23
2017
Q3 		$181M Buy
1,395,548
+69,818
+5% +$9.26M 1.55% 25
2017
Q2 		$175M Sell
1,325,730
-76,055
-5% -$9.7M 1.62% 21
2017
Q1 		$175M Sell
1,401,785
-56,969
-4% -$6.81M 1.69% 21
2016
Q4 		$168M Buy
1,458,754
+67,542
+5% +$7.8M 1.72% 22
2016
Q3 		$163M Buy
1,391,212
+45,356
+3% +$5.5M 1.71% 20
2016
Q2 		$163M Buy
1,345,856
+68,086
+5% +$7.74M 2.31% 13
2016
Q1 		$138M Buy
1,277,770
+145,037
+13% +$15M 1.6% 20
2015
Q4 		$116M Buy
1,132,733
+58,597
+5% +$5.89M 1.5% 21
2015
Q3 		$100M Buy
1,074,136
+34,861
+3% +$3.37M 1.37% 24
2015
Q2 		$101M Buy
1,039,275
+75,391
+8% +$7.55M 1.29% 29
2015
Q1 		$102M Buy
963,884
+68,709
+8% +$6.99M 1.3% 27
2014
Q4 		$98.6M Sell
895,175
-69,976
-7% -$7.37M 1.28% 25
2014
Q3 		$103M Buy
965,151
+11,438
+1% +$1.19M 1.38% 23
2014
Q2 		$99.8M Buy
953,713
+48,317
+5% +$4.88M 1.33% 28
2014
Q1 		$88.9M Buy
905,396
+101,740
+13% +$9.43M 1.26% 29
2013
Q4 		$73.8M Buy
803,656
+79,376
+11% +$7.32M 1.08% 39
2013
Q3 		$62.8M Buy
724,280
+86,784
+14% +$7.79M 1.01% 39
2013
Q2 		$54.8M Buy
+637,496
New +$54.1M 2.04% 20

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

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

Mawer Investment Management reduced its Johnson & Johnson (JNJ) stake by 13% in Q1 2026, selling an estimated $12.5M and leaving 362,110 shares worth $88.5M. The position accounts for 0.57% of the portfolio, ranked #44.

Mawer Investment Management first reported a position in JNJ in Q2 2013 and has held it in 52 quarters since. The position peaked at $774M in Q4 2022. 4,616 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

  • Mawer Investment Management held 362,110 shares of Johnson & Johnson worth $88.5M as of Q1 2026.
  • Mawer Investment Management sold 53,772 Johnson & Johnson shares in Q1 2026, an estimated $12.5M.
  • Johnson & Johnson made up 0.57% of Mawer Investment Management's portfolio in Q1 2026, its #44 holding.
  • Mawer Investment Management first reported a position in Johnson & Johnson in Q2 2013 and has held it in 52 quarters since.
  • Mawer Investment Management's Johnson & Johnson position peaked at $774M in Q4 2022.
  • 4,616 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Mawer Investment Management's 13F filing for Q1 2026, filed 6 May 2026.