Lakeside Advisors
JNJ icon

Lakeside Advisors’s Johnson & Johnson JNJ Stock Holding History

Lakeside 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
Q3 		$5.67M Sell
21,401
-239
-1% -$63.1K 3.31% 6
2026
Q2 		$5.5M Sell
21,640
-11
-0.1% -$2.56K 3.46% 7
2026
Q1 		$5.29M Sell
21,651
-138
-0.6% -$32.1K 3.53% 7
2025
Q4 		$4.51M Sell
21,789
-395
-2% -$78.1K 2.88% 9
2025
Q3 		$4.11M Sell
22,184
-783
-3% -$134K 2.6% 8
2025
Q2 		$3.51M Sell
22,967
-82
-0.4% -$12.6K 2.26% 11
2025
Q1 		$3.82M Sell
23,049
-36
-0.2% -$5.63K 2.53% 11
2024
Q4 		$3.34M Sell
23,085
-913
-4% -$141K 2.21% 12
2024
Q3 		$3.89M Buy
23,998
+14
+0.1% +$2.23K 2.44% 11
2024
Q2 		$3.51M Sell
23,984
-285
-1% -$42.4K 2.28% 10
2024
Q1 		$3.84M Sell
24,269
-586
-2% -$93.3K 2.46% 10
2023
Q4 		$3.9M Sell
24,855
-136
-0.5% -$20.9K 2.71% 9
2023
Q3 		$3.89M Sell
24,991
-337
-1% -$55.6K 2.99% 8
2023
Q2 		$4.19M Buy
25,328
+28
+0.1% +$4.52K 3.09% 8
2023
Q1 		$3.92M Buy
25,300
+223
+0.9% +$36K 3.03% 9
2022
Q4 		$4.43M Sell
25,077
-529
-2% -$91.3K 3.63% 8
2022
Q3 		$4.18M Sell
25,606
-36
-0.1% -$6.09K 3.74% 8
2022
Q2 		$4.55M Buy
25,642
+1,187
+5% +$211K 3.87% 6
2022
Q1 		$4.33M Sell
24,455
-495
-2% -$84.2K 3.27% 7
2021
Q4 		$4.27M Buy
+24,950
New +$4.08M 3.15% 9

Other funds holding JNJ

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Lakeside Advisors's JNJ Position: Q3 2026 in Review

Lakeside Advisors reduced its Johnson & Johnson (JNJ) stake by 1.1% in Q3 2026, selling an estimated $63.1K and leaving 21,401 shares worth $5.67M. The position accounts for 3.31% of the portfolio, ranked #6.

Lakeside Advisors first reported a position in JNJ in Q4 2021 and has held it in 20 quarters since. 3,821 funds tracked by Wall St. Rank hold JNJ as of Q3 2026.

  • Lakeside Advisors held 21,401 shares of Johnson & Johnson worth $5.67M as of Q3 2026.
  • Lakeside Advisors sold 239 Johnson & Johnson shares in Q3 2026, an estimated $63.1K.
  • Johnson & Johnson made up 3.31% of Lakeside Advisors's portfolio in Q3 2026, its #6 holding.
  • Lakeside Advisors first reported a position in Johnson & Johnson in Q4 2021 and has held it in 20 quarters since.
  • 3,821 funds tracked by Wall St. Rank held Johnson & Johnson as of Q3 2026.

Based on Lakeside Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.