LA
JNJ icon

LBP AM’s Johnson & Johnson JNJ Stock Holding History

LBP AM’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 		$79.7M Buy
313,735
+135,691
+76% +$31.6M 0.8% 24
2026
Q1 		$43.5M Sell
178,044
-21,454
-11% -$5M 0.6% 33
2025
Q4 		$41.3M Buy
199,498
+35,907
+22% +$7.1M 0.48% 39
2025
Q3 		$30.3M Sell
163,591
-33,259
-17% -$5.7M 0.37% 57
2025
Q2 		$30.1M Sell
196,850
-9,101
-4% -$1.4M 0.42% 55
2025
Q1 		$34.2M Sell
205,951
-190,832
-48% -$29.9M 0.53% 39
2024
Q4 		$57.4M Buy
396,783
+30,970
+8% +$4.8M 0.78% 28
2024
Q3 		$59.3M Buy
365,813
+167,534
+84% +$26.7M 0.89% 22
2024
Q2 		$29M Buy
198,279
+9,005
+5% +$1.34M 1.19% 14
2024
Q1 		$29.9M Sell
189,274
-284,242
-60% -$45.2M 1.19% 15
2023
Q4 		$74.2M Sell
473,516
-9,350
-2% -$1.43M 1.64% 6
2023
Q3 		$75.2M Buy
482,866
+12,988
+3% +$2.14M 1.67% 5
2023
Q2 		$77.8M Buy
469,878
+53,468
+13% +$8.63M 1.84% 5
2023
Q1 		$64.5M Buy
416,410
+1,266
+0.3% +$204K 1.64% 5
2022
Q4 		$73.3M Buy
+415,144
New +$71.7M 2.1% 3

Other funds holding JNJ

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

LBP AM's JNJ Position: Q2 2026 in Review

LBP AM increased its Johnson & Johnson (JNJ) stake by 76% in Q2 2026, buying an estimated $31.6M and bringing the position to 313,735 shares worth $79.7M. The position accounts for 0.8% of the portfolio, ranked #24.

LBP AM first reported a position in JNJ in Q4 2022 and has held it in 15 quarters since. 1,657 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • LBP AM held 313,735 shares of Johnson & Johnson worth $79.7M as of Q2 2026.
  • LBP AM bought 135,691 Johnson & Johnson shares in Q2 2026, an estimated $31.6M.
  • Johnson & Johnson made up 0.8% of LBP AM's portfolio in Q2 2026, its #24 holding.
  • LBP AM first reported a position in Johnson & Johnson in Q4 2022 and has held it in 15 quarters since.
  • 1,657 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on LBP AM's 13F filing for Q2 2026, filed 24 Jul 2026.