National Bank of Canada
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National Bank of Canada’s Johnson & Johnson JNJ Stock Holding History

National Bank of Canada’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 		$423M Sell
1,731,044
-132,224
-7% -$30.8M 0.38% 49
2025
Q4 		$386M Buy
1,863,268
+750,066
+67% +$148M 0.35% 54
2025
Q3 		$206M Sell
1,113,202
-1,445,787
-56% -$248M 0.21% 97
2025
Q2 		$391M Buy
2,558,989
+697,161
+37% +$107M 0.37% 48
2025
Q1 		$309M Sell
1,861,828
-870,796
-32% -$136M 0.32% 61
2024
Q4 		$395M Buy
2,732,624
+396,256
+17% +$61.4M 0.42% 51
2024
Q3 		$379M Sell
2,336,368
-930,720
-28% -$148M 0.43% 42
2024
Q2 		$478M Buy
3,267,088
+817,081
+33% +$122M 0.65% 28
2024
Q1 		$367M Buy
2,450,007
+1,122,963
+85% +$179M 0.56% 33
2023
Q4 		$212M Sell
1,327,044
-509,560
-28% -$78.1M 0.34% 64
2023
Q3 		$285M Sell
1,836,604
-519,611
-22% -$85.7M 0.43% 50
2023
Q2 		$386M Buy
2,356,215
+1,411,656
+149% +$228M 0.71% 28
2023
Q1 		$146M Sell
944,559
-372,675
-28% -$60.2M 0.36% 54
2022
Q4 		$233M Buy
1,317,234
+275,715
+26% +$47.6M 0.59% 35
2022
Q3 		$172M Buy
1,041,519
+173,013
+20% +$29.3M 0.92% 15
2022
Q2 		$157M Sell
868,506
-318,571
-27% -$56.8M 0.72% 23
2022
Q1 		$215M Sell
1,187,077
-486,944
-29% -$82.9M 0.63% 33
2021
Q4 		$286M Buy
+1,674,021
New +$274M 0.98% 17

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

National Bank of Canada's JNJ Position: Q1 2026 in Review

National Bank of Canada reduced its Johnson & Johnson (JNJ) stake by 7.1% in Q1 2026, selling an estimated $30.8M and leaving 1,731,044 shares worth $423M. The position accounts for 0.38% of the portfolio, ranked #49.

National Bank of Canada first reported a position in JNJ in Q4 2021 and has held it in 18 quarters since. The position peaked at $478M in Q2 2024. 4,621 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

  • National Bank of Canada held 1,731,044 shares of Johnson & Johnson worth $423M as of Q1 2026.
  • National Bank of Canada sold 132,224 Johnson & Johnson shares in Q1 2026, an estimated $30.8M.
  • Johnson & Johnson made up 0.38% of National Bank of Canada's portfolio in Q1 2026, its #49 holding.
  • National Bank of Canada first reported a position in Johnson & Johnson in Q4 2021 and has held it in 18 quarters since.
  • National Bank of Canada's Johnson & Johnson position peaked at $478M in Q2 2024.
  • 4,621 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on National Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.