LOM Asset Management’s Johnson & Johnson JNJ Stock Holding History

LOM Asset Management’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	$2.44M	Sell	9,610 -201	-2%	-$46.8K	0.63%	53
2026 Q1	$2.4M	Sell	9,811 -245	-2%	-$57.1K	0.69%	51
2025 Q4	$2.08M	Sell	10,056 -26	-0.3%	-$5.14K	0.6%	55
2025 Q3	$1.87M	Sell	10,082 -95	-0.9%	-$16.3K	0.57%	63
2025 Q2	$1.55M	Buy	+10,177	New	+$1.56M	0.53%	65

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

LOM Asset Management's JNJ Position: Q2 2026 in Review

LOM Asset Management reduced its Johnson & Johnson (JNJ) stake by 2% in Q2 2026, selling an estimated $46.8K and leaving 9,610 shares worth $2.44M. The position accounts for 0.63% of the portfolio, ranked #53.

LOM Asset Management first reported a position in JNJ in Q2 2025 and has held it in 5 quarters since. 4,677 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

LOM Asset Management held 9,610 shares of Johnson & Johnson worth $2.44M as of Q2 2026.
LOM Asset Management sold 201 Johnson & Johnson shares in Q2 2026, an estimated $46.8K.
Johnson & Johnson made up 0.63% of LOM Asset Management's portfolio in Q2 2026, its #53 holding.
LOM Asset Management first reported a position in Johnson & Johnson in Q2 2025 and has held it in 5 quarters since.
4,677 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on LOM Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.