Red Cedar Investment Management’s Johnson & Johnson JNJ Stock Holding History

Red Cedar Investment 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	$5.9M	Buy	24,128 +7,666	+47%	+$1.79M	0.61%	33
2025 Q4	$3.41M	Buy	16,462 +11,172	+211%	+$2.21M	0.37%	46
2025 Q3	$981K	Buy	+5,290	New	+$906K	0.12%	73
2021 Q4	–	Sell	-1,341	Closed	-$217K	–	101
2021 Q3	$217K	Hold	1,341	–	–	0.03%	94
2021 Q2	$221K	Hold	1,341	–	–	0.03%	78
2021 Q1	$220K	Hold	1,341	–	–	0.03%	80
2020 Q4	$211K	Buy	+1,341	New	+$198K	0.03%	86
2020 Q3	–	Sell	-2,452	Closed	-$345K	–	83
2020 Q2	$345K	Buy	+2,452	New	+$357K	0.08%	72

Other funds holding JNJ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Red Cedar Investment Management's JNJ Position: Q1 2026 in Review

Red Cedar Investment Management increased its Johnson & Johnson (JNJ) stake by 47% in Q1 2026, buying an estimated $1.79M and bringing the position to 24,128 shares worth $5.9M. The position accounts for 0.61% of the portfolio, ranked #33.

Red Cedar Investment Management first reported a position in JNJ in Q2 2020 and has held it in 8 quarters since. 4,620 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

Red Cedar Investment Management held 24,128 shares of Johnson & Johnson worth $5.9M as of Q1 2026.
Red Cedar Investment Management bought 7,666 Johnson & Johnson shares in Q1 2026, an estimated $1.79M.
Johnson & Johnson made up 0.61% of Red Cedar Investment Management's portfolio in Q1 2026, its #33 holding.
Red Cedar Investment Management first reported a position in Johnson & Johnson in Q2 2020 and has held it in 8 quarters since.
4,620 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Red Cedar Investment Management's 13F filing for Q1 2026, filed 30 Apr 2026.