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Tortoise Investment Management’s Johnson & Johnson JNJ Stock Holding History

Tortoise 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 		$530K Sell
2,168
-278
-11% -$64.8K 0.04% 156
2025
Q4 		$506K Sell
2,446
-153
-6% -$30.3K 0.04% 156
2025
Q3 		$482K Buy
2,599
+46
+2% +$7.88K 0.04% 154
2025
Q2 		$390K Buy
2,553
+107
+4% +$16.4K 0.04% 165
2025
Q1 		$406K Sell
2,446
-820
-25% -$128K 0.04% 154
2024
Q4 		$472K Buy
3,266
+103
+3% +$16K 0.05% 150
2024
Q3 		$513K Buy
3,163
+217
+7% +$34.6K 0.05% 145
2024
Q2 		$431K Sell
2,946
-52
-2% -$7.73K 0.05% 156
2024
Q1 		$474K Buy
2,998
+22
+0.7% +$3.5K 0.06% 158
2023
Q4 		$466K Sell
2,976
-245
-8% -$37.6K 0.06% 148
2023
Q3 		$502K Buy
3,221
+15
+0.5% +$2.48K 0.07% 139
2023
Q2 		$531K Buy
3,206
+14
+0.4% +$2.26K 0.08% 138
2023
Q1 		$495K Sell
3,192
-16
-0.5% -$2.58K 0.08% 134
2022
Q4 		$567K Sell
3,208
-279
-8% -$48.2K 0.1% 125
2022
Q3 		$570K Sell
3,487
-4
-0.1% -$677 0.11% 113
2022
Q2 		$620K Buy
3,491
+190
+6% +$33.9K 0.12% 110
2022
Q1 		$585K Buy
3,301
+334
+11% +$56.8K 0.11% 112
2021
Q4 		$508K Buy
2,967
+178
+6% +$29.1K 0.1% 116
2021
Q3 		$450K Sell
2,789
-30
-1% -$5.12K 0.09% 112
2021
Q2 		$464K Buy
2,819
+45
+2% +$7.45K 0.1% 113
2021
Q1 		$456K Buy
2,774
+325
+13% +$52.6K 0.1% 110
2020
Q4 		$385K Buy
2,449
+360
+17% +$53.1K 0.09% 110
2020
Q3 		$311K Buy
2,089
+10
+0.5% +$1.48K 0.08% 112
2020
Q2 		$292K Sell
2,079
-1,228
-37% -$179K 0.08% 108
2020
Q1 		$434K Hold
3,307
– – 0.13% 90
2019
Q4 		$482K Buy
3,307
+22
+0.7% +$2.98K 0.11% 93
2019
Q3 		$425K Sell
3,285
-300
-8% -$39.5K 0.11% 98
2019
Q2 		$499K Buy
3,585
+100
+3% +$13.8K 0.13% 92
2019
Q1 		$487K Sell
3,485
-200
-5% -$26.8K 0.13% 92
2018
Q4 		$476K Sell
3,685
-248
-6% -$34.6K 0.13% 91
2018
Q3 		$543K Buy
3,933
+184
+5% +$24.5K 0.14% 88
2018
Q2 		$455K Sell
3,749
-40
-1% -$4.99K 0.13% 95
2018
Q1 		$486K Sell
3,789
-292
-7% -$39.5K 0.13% 89
2017
Q4 		$570K Sell
4,081
-268
-6% -$37.3K 0.16% 84
2017
Q3 		$565K Hold
4,349
– – 0.17% 74
2017
Q2 		$575K Buy
4,349
+139
+3% +$17.7K 0.19% 69
2017
Q1 		$524K Buy
4,210
+178
+4% +$21.3K 0.17% 73
2016
Q4 		$465K Sell
4,032
-259
-6% -$29.9K 0.16% 76
2016
Q3 		$507K Sell
4,291
-48
-1% -$5.82K 0.17% 69
2016
Q2 		$526K Buy
4,339
+24
+0.6% +$2.73K 0.18% 68
2016
Q1 		$467K Sell
4,315
-2,137
-33% -$221K 0.17% 73
2015
Q4 		$663K Buy
6,452
+622
+11% +$62.6K 0.24% 63
2015
Q3 		$544K Sell
5,830
-300
-5% -$29K 0.21% 69
2015
Q2 		$597K Sell
6,130
-185
-3% -$18.5K 0.22% 70
2015
Q1 		$635K Buy
6,315
+1,385
+28% +$141K 0.24% 60
2014
Q4 		$516K Sell
4,930
-390
-7% -$41.1K 0.21% 69
2014
Q3 		$567K Sell
5,320
-510
-9% -$52.9K 0.24% 58
2014
Q2 		$610K Buy
5,830
+695
+14% +$70.2K 0.25% 55
2014
Q1 		$504K Sell
5,135
-160
-3% -$14.8K 0.23% 61
2013
Q4 		$485K Sell
5,295
-130
-2% -$12K 0.27% 58
2013
Q3 		$470K Sell
5,425
-770
-12% -$69.1K 0.28% 58
2013
Q2 		$532K Buy
+6,195
New +$526K 0.35% 51

Other funds holding JNJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Tortoise Investment Management's JNJ Position: Q1 2026 in Review

Tortoise Investment Management reduced its Johnson & Johnson (JNJ) stake by 11% in Q1 2026, selling an estimated $64.8K and leaving 2,168 shares worth $530K. The position accounts for 0.04% of the portfolio, ranked #156.

Tortoise Investment Management first reported a position in JNJ in Q2 2013 and has held it in 52 quarters since. The position peaked at $663K in Q4 2015. 4,618 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

  • Tortoise Investment Management held 2,168 shares of Johnson & Johnson worth $530K as of Q1 2026.
  • Tortoise Investment Management sold 278 Johnson & Johnson shares in Q1 2026, an estimated $64.8K.
  • Johnson & Johnson made up 0.04% of Tortoise Investment Management's portfolio in Q1 2026, its #156 holding.
  • Tortoise Investment Management first reported a position in Johnson & Johnson in Q2 2013 and has held it in 52 quarters since.
  • Tortoise Investment Management's Johnson & Johnson position peaked at $663K in Q4 2015.
  • 4,618 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Tortoise Investment Management's 13F filing for Q1 2026, filed 5 May 2026.