Beck Bode LLC’s Johnson & Johnson JNJ Stock Holding History

Beck Bode LLC’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	$19M	Buy	+74,920	New	+$17.5M	2.88%	14
2023 Q3	–	Sell	-5,981	Closed	-$990K	–	137
2023 Q2	$990K	Buy	5,981 +7	+0.1%	+$1.13K	0.24%	96
2023 Q1	$926K	Buy	5,974 +3,073	+106%	+$496K	0.23%	100
2022 Q4	$512K	Sell	2,901 -4,738	-62%	-$818K	0.12%	123
2022 Q3	$1.25M	Buy	7,639 +1,767	+30%	+$299K	0.27%	83
2022 Q2	$1.04M	Sell	5,872 -7,657	-57%	-$1.36M	0.22%	87
2022 Q1	$2.4M	Buy	13,529 +12,318	+1,017%	+$2.1M	0.54%	43
2021 Q4	$207K	Sell	1,211 -159	-12%	-$26K	0.05%	86
2021 Q3	$221K	Buy	1,370 +148	+12%	+$25.3K	0.06%	81
2021 Q2	$201K	Buy	+1,222	New	+$202K	0.06%	75
2020 Q4	–	Sell	-883	Closed	-$131K	–	144
2020 Q3	$131K	Buy	+883	New	+$131K	0.05%	70
2019 Q1	–	Sell	-7,731	Closed	-$998K	–	75
2018 Q4	$998K	Buy	+7,731	New	+$1.08M	0.54%	44

Other funds holding JNJ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Beck Bode LLC's JNJ Position: Q2 2026 in Review

Beck Bode LLC opened a new position in Johnson & Johnson (JNJ) in Q2 2026: 74,920 shares worth $19M. The stake represents 2.88% of the portfolio and ranks #14 among its holdings. This is a return to the name: Beck Bode LLC previously reported a position in JNJ as recently as Q2 2023.

Beck Bode LLC first reported a position in JNJ in Q4 2018 and has held it in 12 quarters since. 4,672 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

Beck Bode LLC held 74,920 shares of Johnson & Johnson worth $19M as of Q2 2026.
Johnson & Johnson was a new Beck Bode LLC position in Q2 2026.
Johnson & Johnson made up 2.88% of Beck Bode LLC's portfolio in Q2 2026, its #14 holding.
Beck Bode LLC first reported a position in Johnson & Johnson in Q4 2018 and has held it in 12 quarters since.
4,672 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Beck Bode LLC's 13F filing for Q2 2026, filed 13 Aug 2026.