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Mayar Capital’s Johnson & Johnson JNJ Stock Holding History

Mayar Capital’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
Q2 		$417K Hold
1,641
– – 0.47% 15
2026
Q1 		$401K Sell
1,641
-29,600
-95% -$6.89M 0.48% 15
2025
Q4 		$6.47M Sell
31,241
-33,900
-52% -$6.7M 8.78% 6
2025
Q3 		$12.1M Hold
65,141
– – 18.9% 1
2025
Q2 		$9.95M Buy
65,141
+200
+0.3% +$30.7K 18.29% 2
2025
Q1 		$10.8M Buy
64,941
+1,600
+3% +$250K 19.08% 2
2024
Q4 		$9.16M Sell
63,341
-8,152
-11% -$1.26M 12% 4
2024
Q3 		$11.6M Sell
71,493
-3,200
-4% -$510K 11.27% 4
2024
Q2 		$10.9M Buy
74,693
+6,391
+9% +$950K 10.14% 5
2024
Q1 		$10.8M Sell
68,302
-124
-0.2% -$19.7K 9.23% 6
2023
Q4 		$10.7M Buy
68,426
+33,227
+94% +$5.09M 8.71% 6
2023
Q3 		$5.48M Hold
35,199
– – 4.68% 9
2023
Q2 		$5.83M Hold
35,199
– – 4.7% 10
2023
Q1 		$5.46M Buy
35,199
+7,351
+26% +$1.19M 4.56% 10
2022
Q4 		$4.92M Sell
27,848
-33,054
-54% -$5.71M 4.26% 11
2022
Q3 		$9.95M Sell
60,902
-5,175
-8% -$876K 8.04% 6
2022
Q2 		$11.7M Sell
66,077
-24,411
-27% -$4.35M 8.83% 5
2022
Q1 		$16M Buy
90,488
+2,609
+3% +$444K 14.11% 1
2021
Q4 		$15M Buy
87,879
+4,029
+5% +$660K 14.24% 2
2021
Q3 		$13.5M Buy
83,850
+9,972
+13% +$1.7M 14.61% 1
2021
Q2 		$12.2M Sell
73,878
-1,022
-1% -$169K 12.88% 3
2021
Q1 		$12.3M Buy
+74,900
New +$12.1M 14.01% 1

Other funds holding JNJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mayar Capital's JNJ Position: Q2 2026 in Review

Mayar Capital held its Johnson & Johnson (JNJ) position steady in Q2 2026 at 1,641 shares worth $417K. The position accounts for 0.47% of the portfolio, ranked #15.

Mayar Capital first reported a position in JNJ in Q1 2021 and has held it in 22 quarters since. The position peaked at $16M in Q1 2022. 3,174 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Mayar Capital held 1,641 shares of Johnson & Johnson worth $417K as of Q2 2026.
  • Mayar Capital left its Johnson & Johnson share count unchanged in Q2 2026.
  • Johnson & Johnson made up 0.47% of Mayar Capital's portfolio in Q2 2026, its #15 holding.
  • Mayar Capital first reported a position in Johnson & Johnson in Q1 2021 and has held it in 22 quarters since.
  • Mayar Capital's Johnson & Johnson position peaked at $16M in Q1 2022.
  • 3,174 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Mayar Capital's 13F filing for Q2 2026, filed 22 Jul 2026.