Lion Street Advisors’s Johnson & Johnson JNJ Stock Holding History

Lion Street 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
2025 Q3	$1.31M	Buy	8,023 +2,173	+37%	+$372K	0.45%	36
2025 Q2	$894K	Sell	5,850 -1,351	-19%	-$208K	0.27%	86
2025 Q1	$1.19M	Sell	7,201 -337	-4%	-$52.7K	0.38%	55
2024 Q4	$1.09M	Sell	7,538 -127	-2%	-$19.7K	0.35%	59
2024 Q3	$1.24M	Sell	7,665 -317	-4%	-$50.5K	0.43%	45
2024 Q2	$1.17M	Sell	7,982 -24	-0.3%	-$3.57K	0.43%	45
2024 Q1	$1.25M	Hold	8,006	–	–	0.51%	34
2023 Q4	$1.25M	Sell	8,006 -3,333	-29%	-$511K	0.51%	34
2023 Q3	$1.77M	Buy	11,339 +3,170	+39%	+$523K	0.58%	23
2023 Q2	$1.33M	Sell	8,169 -1,601	-16%	-$258K	0.45%	37
2023 Q1	$1.51M	Buy	9,770 +4,096	+72%	+$661K	0.47%	30
2022 Q4	$924K	Sell	5,674 -1,699	-23%	-$293K	0.48%	24
2022 Q3	$1.2M	Buy	7,373 +1,699	+30%	+$288K	0.6%	14
2022 Q2	$918K	Buy	5,674 +182	+3%	+$32.4K	0.48%	25
2022 Q1	$975K	Sell	5,492 -250	-4%	-$42.5K	0.5%	21
2021 Q4	$986K	Buy	5,742 +93	+2%	+$15.2K	0.48%	24
2021 Q3	$908K	Buy	5,649 +5,431	+2,491%	+$927K	0.49%	22
2021 Q2	$35.9K	Buy	+218	New	+$36.1K	1.3%	18
2020 Q2	–	Sell	-345	Closed	-$45K	–	222
2020 Q1	$45K	Buy	+345	New	+$48.9K	0.25%	55

Other funds holding JNJ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Lion Street Advisors's JNJ Position: Q3 2025 in Review

Lion Street Advisors increased its Johnson & Johnson (JNJ) stake by 37% in Q3 2025, buying an estimated $372K and bringing the position to 8,023 shares worth $1.31M. The position accounts for 0.45% of the portfolio, ranked #36.

Lion Street Advisors first reported a position in JNJ in Q1 2020 and has held it in 19 quarters since. The position peaked at $1.77M in Q3 2023. 4,195 funds tracked by Wall St. Rank hold JNJ as of Q3 2025.

Lion Street Advisors held 8,023 shares of Johnson & Johnson worth $1.31M as of Q3 2025.
Lion Street Advisors bought 2,173 Johnson & Johnson shares in Q3 2025, an estimated $372K.
Johnson & Johnson made up 0.45% of Lion Street Advisors's portfolio in Q3 2025, its #36 holding.
Lion Street Advisors first reported a position in Johnson & Johnson in Q1 2020 and has held it in 19 quarters since.
Lion Street Advisors's Johnson & Johnson position peaked at $1.77M in Q3 2023.
4,195 funds tracked by Wall St. Rank held Johnson & Johnson as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.