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

Lountzis 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	$740K	Buy	2,912 +192	+7%	+$44.7K	0.23%	27
2026 Q1	$665K	Buy	2,720 +129	+5%	+$30K	0.24%	29
2025 Q4	$536K	Buy	2,591 +79	+3%	+$15.6K	0.19%	37
2025 Q3	$466K	Hold	2,512	–	–	0.15%	40
2025 Q2	$384K	Hold	2,512	–	–	0.14%	42
2025 Q1	$390K	Buy	2,512 +274	+12%	+$42.9K	0.15%	40
2024 Q4	$324K	Hold	2,238	–	–	0.14%	43
2024 Q3	$363K	Buy	2,238 +817	+57%	+$130K	0.15%	41
2024 Q2	$208K	Hold	1,421	–	–	0.1%	46
2024 Q1	$225K	Buy	1,421 +25	+2%	+$3.98K	0.11%	45
2023 Q4	$219K	Buy	1,396 +15	+1%	+$2.3K	0.12%	44
2023 Q3	$215K	Hold	1,381	–	–	0.12%	43
2023 Q2	$240K	Hold	1,381	–	–	0.13%	42
2023 Q1	$214K	Buy	+1,381	New	+$223K	0.13%	47
2022 Q3	–	Sell	-1,237	Closed	-$219K	–	33
2022 Q2	$219K	Hold	1,237	–	–	0.15%	30
2022 Q1	$219K	Hold	1,237	–	–	0.12%	30
2021 Q4	$212K	Hold	1,237	–	–	0.12%	31
2021 Q3	$200K	Hold	1,237	–	–	0.12%	31
2021 Q2	$203K	Hold	1,237	–	–	0.12%	31
2021 Q1	$203K	Hold	1,237	–	–	0.14%	29
2020 Q4	$195K	Hold	1,237	–	–	0.14%	32
2020 Q3	$184K	Hold	1,237	–	–	0.16%	29
2020 Q2	$174K	Buy	+1,237	New	+$180K	0.16%	30

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

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

Lountzis Asset Management increased its Johnson & Johnson (JNJ) stake by 7.1% in Q2 2026, buying an estimated $44.7K and bringing the position to 2,912 shares worth $740K. The position accounts for 0.23% of the portfolio, ranked #27.

Lountzis Asset Management first reported a position in JNJ in Q2 2020 and has held it in 23 quarters since. 4,656 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

Lountzis Asset Management held 2,912 shares of Johnson & Johnson worth $740K as of Q2 2026.
Lountzis Asset Management bought 192 Johnson & Johnson shares in Q2 2026, an estimated $44.7K.
Johnson & Johnson made up 0.23% of Lountzis Asset Management's portfolio in Q2 2026, its #27 holding.
Lountzis Asset Management first reported a position in Johnson & Johnson in Q2 2020 and has held it in 23 quarters since.
4,656 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Lountzis Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.