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McDonald Partners’s Johnson & Johnson JNJ Stock Holding History

McDonald Partners’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 		$7.12M Buy
29,119
+12,640
+77% +$2.94M 1.68% 14
2025
Q4 		$3.41M Sell
16,479
-3,181
-16% -$629K 1.07% 26
2025
Q3 		$3.65M Sell
19,660
-7,654
-28% -$1.31M 1.09% 20
2025
Q2 		$4.18M Sell
27,314
-142
-0.5% -$21.8K 1% 25
2025
Q1 		$4.57M Buy
27,456
+43
+0.2% +$6.73K 1.19% 15
2024
Q4 		$3.96M Buy
27,413
+1,246
+5% +$193K 1.01% 24
2024
Q3 		$4.24M Sell
26,167
-314
-1% -$50K 1.06% 22
2024
Q2 		$3.87M Buy
26,481
+585
+2% +$87K 1.04% 26
2024
Q1 		$4.1M Buy
25,896
+25
+0.1% +$3.98K 1.13% 21
2023
Q4 		$4.05M Buy
25,871
+652
+3% +$100K 1.2% 15
2023
Q3 		$3.93M Sell
25,219
-3,501
-12% -$578K 1.28% 13
2023
Q2 		$4.75M Buy
28,720
+1,475
+5% +$238K 1.45% 10
2023
Q1 		$4.22M Sell
27,245
-235
-0.9% -$37.9K 1.37% 10
2022
Q4 		$4.85M Buy
27,480
+632
+2% +$109K 1.66% 10
2022
Q3 		$4.39M Sell
26,848
-5,475
-17% -$926K 1.67% 10
2022
Q2 		$5.74M Buy
32,323
+3,758
+13% +$670K 1.46% 10
2022
Q1 		$5.06M Buy
+28,565
New +$4.86M 1.1% 17
2021
Q4 		– Sell
-26,533
Closed -$4.29M – 639
2021
Q3 		$4.29M Buy
26,533
+350
+1% +$59.7K 1.01% 21
2021
Q2 		$4.31M Buy
26,183
+480
+2% +$79.5K 1.02% 18
2021
Q1 		$4.22M Buy
25,703
+1,095
+4% +$177K 1.09% 17
2020
Q4 		$3.87M Buy
+24,608
New +$3.63M 1.09% 19

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

McDonald Partners's JNJ Position: Q1 2026 in Review

McDonald Partners increased its Johnson & Johnson (JNJ) stake by 77% in Q1 2026, buying an estimated $2.94M and bringing the position to 29,119 shares worth $7.12M. The position accounts for 1.68% of the portfolio, ranked #14.

McDonald Partners first reported a position in JNJ in Q4 2020 and has held it in 21 quarters since. 4,613 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

  • McDonald Partners held 29,119 shares of Johnson & Johnson worth $7.12M as of Q1 2026.
  • McDonald Partners bought 12,640 Johnson & Johnson shares in Q1 2026, an estimated $2.94M.
  • Johnson & Johnson made up 1.68% of McDonald Partners's portfolio in Q1 2026, its #14 holding.
  • McDonald Partners first reported a position in Johnson & Johnson in Q4 2020 and has held it in 21 quarters since.
  • 4,613 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on McDonald Partners's 13F filing for Q1 2026, filed 15 May 2026.