LA
JNJ icon

LM Advisors’s Johnson & Johnson JNJ Stock Holding History

LM 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
Q2 		$2.29M Buy
9,022
+6,817
+309% +$1.59M 0.26% 68
2026
Q1 		$9.02K Buy
2,205
+314
+17% +$73.1K 0.14% 104
2025
Q4 		$9.14K Sell
1,891
-7,223
-79% -$1.43M 0.16% 94
2025
Q3 		$1.69M Buy
9,114
+592
+7% +$101K 0.24% 69
2025
Q2 		$1.3M Sell
8,522
-5,454
-39% -$838K 0.17% 70
2025
Q1 		$2.32M Buy
13,976
+1,731
+14% +$271K 0.42% 48
2024
Q4 		$1.77M Buy
12,245
+4,311
+54% +$668K 0.32% 60
2024
Q3 		$1.29M Sell
7,934
-1,030
-11% -$164K 0.26% 67
2024
Q2 		$1.31M Sell
8,964
-677
-7% -$101K ﹤0.01% 83
2024
Q1 		$1.52M Hold
9,641
– – 0.24% 75
2023
Q4 		$1.51M Buy
+9,641
New +$1.48M 0.3% 63

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

LM Advisors's JNJ Position: Q2 2026 in Review

LM Advisors increased its Johnson & Johnson (JNJ) stake by 309% in Q2 2026, buying an estimated $1.59M and bringing the position to 9,022 shares worth $2.29M. The position accounts for 0.26% of the portfolio, ranked #68.

LM Advisors first reported a position in JNJ in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.32M in Q1 2025. 4,649 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • LM Advisors held 9,022 shares of Johnson & Johnson worth $2.29M as of Q2 2026.
  • LM Advisors bought 6,817 Johnson & Johnson shares in Q2 2026, an estimated $1.59M.
  • Johnson & Johnson made up 0.26% of LM Advisors's portfolio in Q2 2026, its #68 holding.
  • LM Advisors first reported a position in Johnson & Johnson in Q4 2023 and has held it in 11 quarters since.
  • LM Advisors's Johnson & Johnson position peaked at $2.32M in Q1 2025.
  • 4,649 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.