Morgan Stanley’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 | $10.9B | Sell |
44,721,167
-1,604,422
| -3% | -$374M | 0.66% | 20 |
|
|
2025
Q4 | $9.59B | Sell |
46,325,589
-1,906,078
| -4% | -$377M | 0.57% | 19 |
|
|
2025
Q3 | $8.94B | Buy |
48,231,667
+1,246,800
| +3% | +$214M | 0.54% | 23 |
|
|
2025
Q2 | $7.18B | Buy |
46,984,867
+954,178
| +2% | +$147M | 0.47% | 29 |
|
|
2025
Q1 | $7.63B | Buy |
46,030,689
+2,121,249
| +5% | +$332M | 0.55% | 28 |
|
|
2024
Q4 | $6.35B | Sell |
43,909,440
-1,252,689
| -3% | -$194M | 0.44% | 32 |
|
|
2024
Q3 | $7.32B | Buy |
45,162,129
+3,092,860
| +7% | +$493M | 0.53% | 28 |
|
|
2024
Q2 | $6.15B | Sell |
42,069,269
-480,674
| -1% | -$71.5M | 0.48% | 30 |
|
|
2024
Q1 | $6.73B | Sell |
42,549,943
-40,769,015
| -49% | -$6.49B | 0.54% | 26 |
|
|
2023
Q4 | $13.1B | Buy |
83,318,958
+42,073,857
| +102% | +$6.45B | 0.58% | 25 |
|
|
2023
Q3 | $6.42B | Sell |
41,245,101
-424,118
| -1% | -$70M | 0.65% | 19 |
|
|
2023
Q2 | $6.9B | Buy |
41,669,219
+1,665,699
| +4% | +$269M | 0.68% | 16 |
|
|
2023
Q1 | $6.2B | Sell |
40,003,520
-2,221,001
| -5% | -$359M | 0.66% | 16 |
|
|
2022
Q4 | $7.46B | Buy |
42,224,521
+4,521,062
| +12% | +$781M | 0.85% | 9 |
|
|
2022
Q3 | $6.16B | Sell |
37,703,459
-212,552
| -0.6% | -$36M | 0.84% | 8 |
|
|
2022
Q2 | $6.73B | Buy |
37,916,011
+11,903,316
| +46% | +$2.12B | 0.87% | 8 |
|
|
2022
Q1 | $4.61B | Buy |
26,012,695
+258,860
| +1% | +$44M | 0.62% | 20 |
|
|
2021
Q4 | $4.41B | Buy |
25,753,835
+857,814
| +3% | +$140M | 0.54% | 25 |
|
|
2021
Q3 | $4.02B | Sell |
24,896,021
-170,723
| -0.7% | -$29.1M | 0.54% | 29 |
|
|
2021
Q2 | $4.13B | Buy |
25,066,744
+760,796
| +3% | +$126M | 0.54% | 29 |
|
|
2021
Q1 | $3.99B | Buy |
24,305,948
+194,920
| +0.8% | +$31.5M | 0.59% | 24 |
|
|
2020
Q4 | $3.79B | Buy |
24,111,028
+1,638,263
| +7% | +$242M | 0.59% | 28 |
|
|
2020
Q3 | $3.35B | Buy |
22,472,765
+933,976
| +4% | +$138M | 0.65% | 27 |
|
|
2020
Q2 | $3.03B | Buy |
21,538,789
+737,356
| +4% | +$107M | 0.67% | 23 |
|
|
2020
Q1 | $2.73B | Buy |
20,801,433
+54,563
| +0.3% | +$7.74M | 0.74% | 17 |
|
|
2019
Q4 | $3.03B | Buy |
20,746,870
+1,165,291
| +6% | +$158M | 0.7% | 13 |
|
|
2019
Q3 | $2.53B | Sell |
19,581,579
-413,488
| -2% | -$54.5M | 0.67% | 14 |
|
|
2019
Q2 | $2.78B | Buy |
19,995,067
+122,033
| +0.6% | +$16.9M | 0.74% | 12 |
|
|
2019
Q1 | $2.78B | Sell |
19,873,034
-2,443,609
| -11% | -$327M | 0.79% | 10 |
|
|
2018
Q4 | $2.88B | Sell |
22,316,643
-603,827
| -3% | -$84.2M | 0.86% | 8 |
|
|
2018
Q3 | $3.17B | Buy |
22,920,470
+1,352,484
| +6% | +$180M | 0.79% | 10 |
|
|
2018
Q2 | $2.62B | Sell |
21,567,986
-215,802
| -1% | -$26.9M | 0.71% | 12 |
|
|
2018
Q1 | $2.79B | Buy |
21,783,788
+246,369
| +1% | +$33.3M | 0.77% | 9 |
|
|
2017
Q4 | $3.01B | Buy |
21,537,419
+971,757
| +5% | +$135M | 0.82% | 9 |
|
|
2017
Q3 | $2.67B | Sell |
20,565,662
-1,030,192
| -5% | -$137M | 0.8% | 9 |
|
|
2017
Q2 | $2.86B | Buy |
21,595,854
+1,947,349
| +10% | +$248M | 0.86% | 8 |
|
|
2017
Q1 | $2.45B | Sell |
19,648,505
-1,479,379
| -7% | -$177M | 0.75% | 11 |
|
|
2016
Q4 | $2.43B | Buy |
21,127,884
+1,440,608
| +7% | +$166M | 0.8% | 10 |
|
|
2016
Q3 | $2.33B | Buy |
19,687,276
+256,409
| +1% | +$31.1M | 0.79% | 10 |
|
|
2016
Q2 | $2.36B | Buy |
19,430,867
+1,277,146
| +7% | +$145M | 0.85% | 7 |
|
|
2016
Q1 | $1.96B | Sell |
18,153,721
-880,617
| -5% | -$91.2M | 0.76% | 8 |
|
|
2015
Q4 | $1.96B | Buy |
19,034,338
+3,005,352
| +19% | +$302M | 0.71% | 9 |
|
|
2015
Q3 | $1.5B | Sell |
16,028,986
-1,235,559
| -7% | -$120M | 0.55% | 13 |
|
|
2015
Q2 | $1.68B | Buy |
17,264,545
+760,241
| +5% | +$76.1M | 0.58% | 14 |
|
|
2015
Q1 | $1.66B | Sell |
16,504,304
-705,084
| -4% | -$71.7M | 0.61% | 13 |
|
|
2014
Q4 | $1.8B | Buy |
17,209,388
+2,190,611
| +15% | +$231M | 0.66% | 12 |
|
|
2014
Q3 | $1.6B | Buy |
15,018,777
+1,034,818
| +7% | +$107M | 0.62% | 11 |
|
|
2014
Q2 | $1.46B | Buy |
13,983,959
+374,149
| +3% | +$37.8M | 0.57% | 14 |
|
|
2014
Q1 | $1.34B | Sell |
13,609,810
-1,586,082
| -10% | -$147M | 0.56% | 15 |
|
|
2013
Q4 | $1.39B | Buy |
15,195,892
+1,501,715
| +11% | +$138M | 0.59% | 14 |
|
|
2013
Q3 | $1.19B | Buy |
13,694,177
+239,164
| +2% | +$21.5M | 0.56% | 15 |
|
|
2013
Q2 | $1.16B | Buy |
+13,455,013
| New | +$1.14B | 0.58% | 15 |
|
Other funds holding JNJ
VCM
VPM
Morgan Stanley's JNJ Position: Q1 2026 in Review
Morgan Stanley reduced its Johnson & Johnson (JNJ) stake by 3.5% in Q1 2026, selling an estimated $374M and leaving 44,721,167 shares worth $10.9B. The position accounts for 0.66% of the portfolio, ranked #20.
Morgan Stanley first reported a position in JNJ in Q2 2013 and has held it in 52 quarters since. The position peaked at $13.1B in Q4 2023. 4,616 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.
- Morgan Stanley held 44,721,167 shares of Johnson & Johnson worth $10.9B as of Q1 2026.
- Morgan Stanley sold 1,604,422 Johnson & Johnson shares in Q1 2026, an estimated $374M.
- Johnson & Johnson made up 0.66% of Morgan Stanley's portfolio in Q1 2026, its #20 holding.
- Morgan Stanley first reported a position in Johnson & Johnson in Q2 2013 and has held it in 52 quarters since.
- Morgan Stanley's Johnson & Johnson position peaked at $13.1B in Q4 2023.
- 4,616 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.
Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.