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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
Q2 		$2.94M Sell
11,559
-2,184
-16% -$509K 1.5% 19
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Viewpoint Capital Management's JNJ Position: Q2 2026 in Review

Viewpoint Capital Management reduced its Johnson & Johnson (JNJ) stake by 16% in Q2 2026, selling an estimated $509K and leaving 11,559 shares worth $2.94M. The position accounts for 1.5% of the portfolio, ranked #19.

Viewpoint Capital Management first reported a position in JNJ in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.36M in Q1 2026. 4,691 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Viewpoint Capital Management held 11,559 shares of Johnson & Johnson worth $2.94M as of Q2 2026.
  • Viewpoint Capital Management sold 2,184 Johnson & Johnson shares in Q2 2026, an estimated $509K.
  • Johnson & Johnson made up 1.5% of Viewpoint Capital Management's portfolio in Q2 2026, its #19 holding.
  • Viewpoint Capital Management first reported a position in Johnson & Johnson in Q4 2021 and has held it in 19 quarters since.
  • Viewpoint Capital Management's Johnson & Johnson position peaked at $3.36M in Q1 2026.
  • 4,691 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Viewpoint Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.