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Trifecta Capital Advisors’s Johnson & Johnson JNJ Stock Holding History

Trifecta Capital Advisors’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 		$965K Hold
3,947
– – 0.15% 60
2025
Q4 		$817K Sell
3,947
-201
-5% -$39.7K 0.12% 61
2025
Q3 		$769K Buy
4,148
+127
+3% +$21.8K 0.12% 62
2025
Q2 		$614K Buy
4,021
+1,576
+64% +$242K 0.1% 68
2025
Q1 		$405K Sell
2,445
-38
-2% -$5.95K 0.09% 64
2024
Q4 		$359K Hold
2,483
– – 0.07% 67
2024
Q3 		$402K Sell
2,483
-124
-5% -$19.8K 0.08% 67
2024
Q2 		$381K Sell
2,607
-16,624
-86% -$2.47M 0.08% 67
2024
Q1 		$3.04M Sell
19,231
-502
-3% -$79.9K 0.74% 40
2023
Q4 		$3.09M Sell
19,733
-282
-1% -$43.2K 0.86% 34
2023
Q3 		$3.12M Buy
20,015
+167
+0.8% +$27.6K 1% 31
2023
Q2 		$3.29M Sell
19,848
-528
-3% -$85.2K 1.06% 25
2023
Q1 		$3.16M Buy
20,376
+931
+5% +$150K 1.11% 24
2022
Q4 		$3.43M Buy
+19,445
New +$3.36M 1.37% 19

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

Trifecta Capital Advisors's JNJ Position: Q1 2026 in Review

Trifecta Capital Advisors held its Johnson & Johnson (JNJ) position steady in Q1 2026 at 3,947 shares worth $965K. The position accounts for 0.15% of the portfolio, ranked #60.

Trifecta Capital Advisors first reported a position in JNJ in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.43M in Q4 2022. 4,618 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

  • Trifecta Capital Advisors held 3,947 shares of Johnson & Johnson worth $965K as of Q1 2026.
  • Trifecta Capital Advisors left its Johnson & Johnson share count unchanged in Q1 2026.
  • Johnson & Johnson made up 0.15% of Trifecta Capital Advisors's portfolio in Q1 2026, its #60 holding.
  • Trifecta Capital Advisors first reported a position in Johnson & Johnson in Q4 2022 and has held it in 14 quarters since.
  • Trifecta Capital Advisors's Johnson & Johnson position peaked at $3.43M in Q4 2022.
  • 4,618 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Trifecta Capital Advisors's 13F filing for Q1 2026, filed 1 May 2026.