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

Viewpoint 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
Q1 		$3.36M Sell
13,743
-654
-5% -$152K 1.57% 15
2025
Q4 		$2.98M Buy
14,397
+107
+0.7% +$21.2K 1.29% 20
2025
Q3 		$2.65M Sell
14,290
-49
-0.3% -$8.39K 1.17% 25
2025
Q2 		$2.19M Sell
14,339
-97
-0.7% -$14.9K 1.07% 27
2025
Q1 		$2.39M Buy
14,436
+385
+3% +$60.2K 1.29% 24
2024
Q4 		$2.03M Buy
14,051
+681
+5% +$106K 1.07% 26
2024
Q3 		$2.16M Buy
13,370
+621
+5% +$98.9K 1.21% 25
2024
Q2 		$1.86M Sell
12,749
-247
-2% -$36.7K 1.14% 24
2024
Q1 		$2.06M Sell
12,996
-330
-2% -$52.5K 1.31% 24
2023
Q4 		$2.09M Sell
13,326
-449
-3% -$68.8K 1.46% 21
2023
Q3 		$2.15M Buy
13,775
+246
+2% +$40.6K 1.71% 19
2023
Q2 		$2.24M Buy
13,529
+2,276
+20% +$367K 1.73% 18
2023
Q1 		$1.74M Sell
11,253
-75
-0.7% -$12.1K 1.57% 21
2022
Q4 		$2M Sell
11,328
-414
-4% -$71.5K 1.93% 17
2022
Q3 		$1.92M Sell
11,742
-74
-0.6% -$12.5K 1.9% 17
2022
Q2 		$2.1M Buy
11,816
+136
+1% +$24.2K 1.97% 17
2022
Q1 		$2.07M Sell
11,680
-115
-1% -$19.6K 1.6% 18
2021
Q4 		$2.02M Buy
+11,795
New +$1.93M 1.46% 21

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

Viewpoint Capital Management's JNJ Position: Q1 2026 in Review

Viewpoint Capital Management reduced its Johnson & Johnson (JNJ) stake by 4.5% in Q1 2026, selling an estimated $152K and leaving 13,743 shares worth $3.36M. The position accounts for 1.57% of the portfolio, ranked #15.

Viewpoint Capital Management first reported a position in JNJ in Q4 2021 and has held it in 18 quarters since. 4,619 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

  • Viewpoint Capital Management held 13,743 shares of Johnson & Johnson worth $3.36M as of Q1 2026.
  • Viewpoint Capital Management sold 654 Johnson & Johnson shares in Q1 2026, an estimated $152K.
  • Johnson & Johnson made up 1.57% of Viewpoint Capital Management's portfolio in Q1 2026, its #15 holding.
  • Viewpoint Capital Management first reported a position in Johnson & Johnson in Q4 2021 and has held it in 18 quarters since.
  • 4,619 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Viewpoint Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.