Poehling Capital Management’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
Q2 | $1.72M | Buy |
6,779
+944
| +16% | +$220K | 0.37% | 67 |
|
|
2026
Q1 | $1.43M | Sell |
5,835
-2
| -0% | -$466 | 0.3% | 71 |
|
|
2025
Q4 | $1.21M | Sell |
5,837
-82
| -1% | -$16.2K | 0.25% | 75 |
|
|
2025
Q3 | $1.1M | Sell |
5,919
-7
| -0.1% | -$1.2K | 0.23% | 79 |
|
|
2025
Q2 | $905K | Buy |
5,926
+98
| +2% | +$15.1K | 0.21% | 75 |
|
|
2025
Q1 | $966K | Sell |
5,828
-62
| -1% | -$9.7K | 0.24% | 77 |
|
|
2024
Q4 | $852K | Buy |
5,890
+100
| +2% | +$15.5K | 0.21% | 81 |
|
|
2024
Q3 | $938K | Sell |
5,790
-14
| -0.2% | -$2.23K | 0.24% | 75 |
|
|
2024
Q2 | $848K | Buy |
5,804
+2,727
| +89% | +$406K | 0.23% | 75 |
|
|
2024
Q1 | $487K | Buy |
3,077
+3
| +0.1% | +$478 | 0.13% | 91 |
|
|
2023
Q4 | $482K | Buy |
3,074
+318
| +12% | +$48.8K | 0.15% | 86 |
|
|
2023
Q3 | $429K | Buy |
2,756
+15
| +0.5% | +$2.48K | 0.15% | 90 |
|
|
2023
Q2 | $454K | Buy |
2,741
+5
| +0.2% | +$807 | 0.15% | 89 |
|
|
2023
Q1 | $424K | Buy |
2,736
+744
| +37% | +$120K | 0.14% | 90 |
|
|
2022
Q4 | $352K | Hold |
1,992
| – | – | 0.13% | 86 |
|
|
2022
Q3 | $325K | Sell |
1,992
-200
| -9% | -$33.8K | 0.14% | 80 |
|
|
2022
Q2 | $389K | Sell |
2,192
-12,985
| -86% | -$2.31M | 0.15% | 82 |
|
|
2022
Q1 | $2.69M | Buy |
15,177
+5
| +0% | +$851 | 0.83% | 37 |
|
|
2021
Q4 | $2.6M | Sell |
15,172
-202
| -1% | -$33.1K | 0.84% | 42 |
|
|
2021
Q3 | $2.48M | Buy |
15,374
+38
| +0.2% | +$6.48K | 0.84% | 43 |
|
|
2021
Q2 | $2.53M | Buy |
15,336
+36
| +0.2% | +$5.96K | 0.8% | 47 |
|
|
2021
Q1 | $2.52M | Sell |
15,300
-171
| -1% | -$27.7K | 0.88% | 42 |
|
|
2020
Q4 | $2.44M | Sell |
15,471
-48
| -0.3% | -$7.08K | 0.97% | 41 |
|
|
2020
Q3 | $2.31M | Sell |
15,519
-340
| -2% | -$50.3K | 1.19% | 30 |
|
|
2020
Q2 | $2.23M | Buy |
15,859
+272
| +2% | +$39.6K | 1.2% | 31 |
|
|
2020
Q1 | $2.04M | Buy |
15,587
+7,514
| +93% | +$1.07M | 1.5% | 21 |
|
|
2019
Q4 | $1.18M | Sell |
8,073
-78
| -1% | -$10.6K | 0.77% | 42 |
|
|
2019
Q3 | $1.05M | Sell |
8,151
-670
| -8% | -$88.3K | 0.77% | 46 |
|
|
2019
Q2 | $1.23M | Buy |
8,821
+75
| +0.9% | +$10.4K | 0.82% | 45 |
|
|
2019
Q1 | $1.22M | Sell |
8,746
-145
| -2% | -$19.4K | 0.89% | 42 |
|
|
2018
Q4 | $1.15M | Sell |
8,891
-10,337
| -54% | -$1.44M | 1.11% | 28 |
|
|
2018
Q3 | $2.66M | Buy |
19,228
+3,509
| +22% | +$466K | 1.88% | 13 |
|
|
2018
Q2 | $1.91M | Sell |
15,719
-206
| -1% | -$25.7K | 1.67% | 16 |
|
|
2018
Q1 | $2.04M | Buy |
15,925
+223
| +1% | +$30.1K | 1.65% | 18 |
|
|
2017
Q4 | $2.19M | Buy |
+15,702
| New | +$2.19M | 1.86% | 11 |
|
Other funds holding JNJ
Poehling Capital Management's JNJ Position: Q2 2026 in Review
Poehling Capital Management increased its Johnson & Johnson (JNJ) stake by 16% in Q2 2026, buying an estimated $220K and bringing the position to 6,779 shares worth $1.72M. The position accounts for 0.37% of the portfolio, ranked #67.
Poehling Capital Management first reported a position in JNJ in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.69M in Q1 2022. 4,665 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.
- Poehling Capital Management held 6,779 shares of Johnson & Johnson worth $1.72M as of Q2 2026.
- Poehling Capital Management bought 944 Johnson & Johnson shares in Q2 2026, an estimated $220K.
- Johnson & Johnson made up 0.37% of Poehling Capital Management's portfolio in Q2 2026, its #67 holding.
- Poehling Capital Management first reported a position in Johnson & Johnson in Q4 2017 and has held it in 35 quarters since.
- Poehling Capital Management's Johnson & Johnson position peaked at $2.69M in Q1 2022.
- 4,665 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.
Based on Poehling Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.