Sienna Gestion’s Johnson & Johnson JNJ Stock Holding History

Sienna Gestion’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	–	Sell	-129,646	Closed	-$26.7M	–	153
2025 Q4	$26.7M	Sell	129,646 -12,481	-9%	-$2.47M	1.59%	9
2025 Q3	$24M	Buy	142,127 +12,073	+9%	+$2.07M	1.68%	9
2025 Q2	$18.1M	Buy	130,054 +11,690	+10%	+$1.8M	1.25%	16
2025 Q1	$19.1M	Sell	118,364 -12,401	-9%	-$1.94M	1.54%	8
2024 Q4	$18.9M	Hold	130,765	–	–	1.28%	11
2024 Q3	$21.1M	Buy	130,765 +30,024	+30%	+$4.78M	1.41%	10
2024 Q2	$14.7M	Buy	100,741 +15,761	+19%	+$2.34M	1.31%	11
2024 Q1	$13.4M	Buy	+84,980	New	+$13.5M	1.16%	14

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

Sienna Gestion's JNJ Position: Q1 2026 in Review

Sienna Gestion sold out of Johnson & Johnson (JNJ) in Q1 2026, closing a stake of 129,646 shares — an estimated $26.7M sold.

Sienna Gestion first reported a position in JNJ in Q1 2024 and held it in 8 quarters. The position peaked at $26.7M in Q4 2025. 4,615 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

Sienna Gestion reported no remaining Johnson & Johnson position as of Q1 2026 after selling out during the quarter.
Sienna Gestion sold 129,646 Johnson & Johnson shares in Q1 2026, an estimated $26.7M.
Sienna Gestion first reported a position in Johnson & Johnson in Q1 2024 and held it in 8 quarters.
Sienna Gestion's Johnson & Johnson position peaked at $26.7M in Q4 2025.
4,615 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Sienna Gestion's 13F filing for Q1 2026, filed 15 May 2026.