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McBroom & Associates’s Johnson & Johnson JNJ Stock Holding History

McBroom & Associates’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
Q3 		$8.71M Sell
32,884
-4,002
-11% -$1.06M 5.26% 7
2026
Q2 		$9.37M Buy
36,886
+3,618
+11% +$843K 4.71% 8
2026
Q1 		$8.13M Sell
33,268
-3,077
-8% -$717K 4.53% 9
2025
Q4 		$7.52M Buy
36,345
+8,205
+29% +$1.62M 3.66% 14
2025
Q3 		$5.22M Sell
28,140
-1,195
-4% -$205K 2.48% 19
2025
Q2 		$4.86M Hold
29,335
– – 2.78% 19
2025
Q1 		$4.86M Sell
29,335
-730
-2% -$114K 2.78% 19
2024
Q4 		$4.35M Sell
30,065
-1,369
-4% -$212K 2.46% 19
2024
Q3 		$5.09M Buy
31,434
+3,345
+12% +$533K 3.12% 16
2024
Q2 		$4.11M Buy
28,089
+215
+0.8% +$32K 2.57% 20
2024
Q1 		$4.41M Sell
27,874
-339
-1% -$54K 2.9% 18
2023
Q4 		$4.42M Sell
28,213
-798
-3% -$122K 3.22% 19
2023
Q3 		$4.52M Buy
29,011
+2,113
+8% +$349K 3.6% 17
2023
Q2 		$4.45M Buy
26,898
+767
+3% +$124K 3.51% 16
2023
Q1 		$4.05M Sell
26,131
-1,717
-6% -$277K 3.62% 18
2022
Q4 		$4.92M Sell
27,848
-1,263
-4% -$218K 5.34% 4
2022
Q3 		$4.76M Sell
29,111
-411
-1% -$69.5K 5.36% 5
2022
Q2 		$5.24M Sell
29,522
-334
-1% -$59.5K 5.7% 3
2022
Q1 		$5.29M Sell
29,856
-441
-1% -$75K 4.69% 9
2021
Q4 		$5.18M Buy
+30,297
New +$4.96M 3.9% 15

Other funds holding JNJ

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

McBroom & Associates's JNJ Position: Q3 2026 in Review

McBroom & Associates reduced its Johnson & Johnson (JNJ) stake by 11% in Q3 2026, selling an estimated $1.06M and leaving 32,884 shares worth $8.71M. The position accounts for 5.26% of the portfolio, ranked #7.

McBroom & Associates first reported a position in JNJ in Q4 2021 and has held it in 20 quarters since. The position peaked at $9.37M in Q2 2026. 2,239 funds tracked by Wall St. Rank hold JNJ as of Q3 2026.

  • McBroom & Associates held 32,884 shares of Johnson & Johnson worth $8.71M as of Q3 2026.
  • McBroom & Associates sold 4,002 Johnson & Johnson shares in Q3 2026, an estimated $1.06M.
  • Johnson & Johnson made up 5.26% of McBroom & Associates's portfolio in Q3 2026, its #7 holding.
  • McBroom & Associates first reported a position in Johnson & Johnson in Q4 2021 and has held it in 20 quarters since.
  • McBroom & Associates's Johnson & Johnson position peaked at $9.37M in Q2 2026.
  • 2,239 funds tracked by Wall St. Rank held Johnson & Johnson as of Q3 2026.

Based on McBroom & Associates's 13F filing for Q3 2026, filed 29 Oct 2026.