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OV Management’s Johnson & Johnson JNJ Stock Holding History

OV 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
Q1 		$309K Sell
1,263
-5,276
-81% -$1.23M 0.63% 13
2025
Q4 		$1.35M Hold
6,539
– – 1.17% 11
2025
Q3 		$1.21M Buy
6,539
+22
+0.3% +$3.77K 1.03% 15
2025
Q2 		$995K Sell
6,517
-9,914
-60% -$1.52M 0.83% 30
2025
Q1 		$2.72M Buy
16,431
+5,859
+55% +$917K 1.28% 18
2024
Q4 		$1.53M Buy
10,572
+843
+9% +$131K 0.71% 41
2024
Q3 		$1.58M Buy
9,729
+2,500
+35% +$398K 1.05% 42
2024
Q2 		$1.06M Buy
7,229
+129
+2% +$19.2K 0.74% 49
2024
Q1 		$1.12M Hold
7,100
– – 0.81% 49
2023
Q4 		$1.11M Buy
+7,100
New +$1.09M 0.92% 46

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

OV Management's JNJ Position: Q1 2026 in Review

OV Management reduced its Johnson & Johnson (JNJ) stake by 81% in Q1 2026, selling an estimated $1.23M and leaving 1,263 shares worth $309K. The position accounts for 0.63% of the portfolio, ranked #13.

OV Management first reported a position in JNJ in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.72M in Q1 2025. 4,613 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

  • OV Management held 1,263 shares of Johnson & Johnson worth $309K as of Q1 2026.
  • OV Management sold 5,276 Johnson & Johnson shares in Q1 2026, an estimated $1.23M.
  • Johnson & Johnson made up 0.63% of OV Management's portfolio in Q1 2026, its #13 holding.
  • OV Management first reported a position in Johnson & Johnson in Q4 2023 and has held it in 10 quarters since.
  • OV Management's Johnson & Johnson position peaked at $2.72M in Q1 2025.
  • 4,613 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on OV Management's 13F filing for Q1 2026, filed 14 Apr 2026.