Nicholson Meyer Capital Management’s Johnson & Johnson JNJ Stock Holding History

Nicholson Meyer Capital Management’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	$575K	Buy	2,265 +50	+2%	+$11.7K	0.38%	27
2026 Q1	$542K	Sell	2,215 -200	-8%	-$46.6K	0.42%	28
2025 Q4	$500K	Sell	2,415 -82	-3%	-$16.2K	0.38%	29
2025 Q3	$463K	Hold	2,497	–	–	0.36%	31
2025 Q2	$381K	Sell	2,497 -313	-11%	-$48.1K	0.32%	35
2025 Q1	$466K	Buy	+2,810	New	+$440K	0.43%	28

Other funds holding JNJ

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

Nicholson Meyer Capital Management's JNJ Position: Q2 2026 in Review

Nicholson Meyer Capital Management increased its Johnson & Johnson (JNJ) stake by 2.3% in Q2 2026, buying an estimated $11.7K and bringing the position to 2,265 shares worth $575K. The position accounts for 0.38% of the portfolio, ranked #27.

Nicholson Meyer Capital Management first reported a position in JNJ in Q1 2025 and has held it in 6 quarters since. 1,657 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

Nicholson Meyer Capital Management held 2,265 shares of Johnson & Johnson worth $575K as of Q2 2026.
Nicholson Meyer Capital Management bought 50 Johnson & Johnson shares in Q2 2026, an estimated $11.7K.
Johnson & Johnson made up 0.38% of Nicholson Meyer Capital Management's portfolio in Q2 2026, its #27 holding.
Nicholson Meyer Capital Management first reported a position in Johnson & Johnson in Q1 2025 and has held it in 6 quarters since.
1,657 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Nicholson Meyer Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.