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Polymer Capital Management’s Johnson & Johnson JNJ Stock Holding History

Polymer 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 		$458K Buy
1,803
+907
+101% +$211K 0.06% 419
2026
Q1 		$219K Sell
896
-1,506
-63% -$351K 0.02% 717
2025
Q4 		$497K Sell
2,402
-883
-27% -$175K 0.05% 466
2025
Q3 		$609K Buy
+3,285
New +$563K 0.06% 374

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

Polymer Capital Management's JNJ Position: Q2 2026 in Review

Polymer Capital Management increased its Johnson & Johnson (JNJ) stake by 101% in Q2 2026, buying an estimated $211K and bringing the position to 1,803 shares worth $458K. The position accounts for 0.06% of the portfolio, ranked #419.

Polymer Capital Management first reported a position in JNJ in Q3 2025 and has held it in 4 quarters since. The position peaked at $609K in Q3 2025. 4,656 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Polymer Capital Management held 1,803 shares of Johnson & Johnson worth $458K as of Q2 2026.
  • Polymer Capital Management bought 907 Johnson & Johnson shares in Q2 2026, an estimated $211K.
  • Johnson & Johnson made up 0.06% of Polymer Capital Management's portfolio in Q2 2026, its #419 holding.
  • Polymer Capital Management first reported a position in Johnson & Johnson in Q3 2025 and has held it in 4 quarters since.
  • Polymer Capital Management's Johnson & Johnson position peaked at $609K in Q3 2025.
  • 4,656 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Polymer Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.