PCP
JNJ icon

Panoramic Capital Partners’s Johnson & Johnson JNJ Stock Holding History

Panoramic Capital 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
Q2 		$1.04M Sell
4,109
-59
-1% -$13.8K 0.49% 20
2026
Q1 		$1.02M Sell
4,168
-160
-4% -$37.3K 0.63% 17
2025
Q4 		$896K Buy
4,328
+19
+0.4% +$3.76K 0.55% 18
2025
Q3 		$799K Buy
4,309
+998
+30% +$171K 0.51% 21
2025
Q2 		$517K Sell
3,311
-684
-17% -$105K 0.36% 27
2025
Q1 		$599K Sell
3,995
-949
-19% -$148K 0.62% 17
2024
Q4 		$715K Buy
+4,944
New +$766K 0.63% 20

Other funds holding JNJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Panoramic Capital Partners's JNJ Position: Q2 2026 in Review

Panoramic Capital Partners reduced its Johnson & Johnson (JNJ) stake by 1.4% in Q2 2026, selling an estimated $13.8K and leaving 4,109 shares worth $1.04M. The position accounts for 0.49% of the portfolio, ranked #20.

Panoramic Capital Partners first reported a position in JNJ in Q4 2024 and has held it in 7 quarters since. 4,689 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Panoramic Capital Partners held 4,109 shares of Johnson & Johnson worth $1.04M as of Q2 2026.
  • Panoramic Capital Partners sold 59 Johnson & Johnson shares in Q2 2026, an estimated $13.8K.
  • Johnson & Johnson made up 0.49% of Panoramic Capital Partners's portfolio in Q2 2026, its #20 holding.
  • Panoramic Capital Partners first reported a position in Johnson & Johnson in Q4 2024 and has held it in 7 quarters since.
  • 4,689 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Panoramic Capital Partners's 13F filing for Q2 2026, filed 7 Aug 2026.