MF
JNJ icon

Montis Financial’s Johnson & Johnson JNJ Stock Holding History

Montis Financial’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
Q1 		$1.07M Sell
4,396
-343
-7% -$79.9K 0.22% 57
2025
Q4 		$981K Buy
4,739
+400
+9% +$79.1K 0.19% 66
2025
Q3 		$805K Sell
4,339
-163
-4% -$27.9K 0.19% 74
2025
Q2 		$688K Buy
4,502
+1
+0% +$154 0.19% 72
2025
Q1 		$746K Buy
4,501
+1
+0% +$156 0.22% 64
2024
Q4 		$651K Buy
4,500
+308
+7% +$47.7K 0.2% 67
2024
Q3 		$679K Sell
4,192
-785
-16% -$125K 0.24% 49
2024
Q2 		$727K Sell
4,977
-789
-14% -$117K 0.33% 36
2024
Q1 		$912K Sell
5,766
-865
-13% -$138K 0.43% 31
2023
Q4 		$1.04M Sell
6,631
-406
-6% -$62.3K 0.62% 25
2023
Q3 		$1.1M Buy
7,037
+3,189
+83% +$526K 0.73% 20
2023
Q2 		$637K Sell
3,848
-171
-4% -$27.6K 0.42% 27
2023
Q1 		$623K Hold
4,019
– – 0.48% 28
2022
Q4 		$710K Sell
4,019
-123
-3% -$21.2K 0.6% 23
2022
Q3 		$677K Buy
4,142
+200
+5% +$33.8K 0.65% 22
2022
Q2 		$700K Buy
3,942
+32
+0.8% +$5.7K 0.66% 22
2022
Q1 		$693K Sell
3,910
-10
-0.3% -$1.7K 0.54% 26
2021
Q4 		$671K Buy
3,920
+36
+0.9% +$5.89K 0.49% 28
2021
Q3 		$618K Sell
3,884
-953
-20% -$163K 0.53% 24
2021
Q2 		$797K Sell
4,837
-85
-2% -$14.1K 0.66% 23
2021
Q1 		$801K Sell
4,922
-670
-12% -$108K 0.75% 21
2020
Q4 		$939K Buy
+5,592
New +$825K 0.94% 17

Other funds holding JNJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Montis Financial's JNJ Position: Q1 2026 in Review

Montis Financial reduced its Johnson & Johnson (JNJ) stake by 7.2% in Q1 2026, selling an estimated $79.9K and leaving 4,396 shares worth $1.07M. The position accounts for 0.22% of the portfolio, ranked #57.

Montis Financial first reported a position in JNJ in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.1M in Q3 2023. 4,616 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

  • Montis Financial held 4,396 shares of Johnson & Johnson worth $1.07M as of Q1 2026.
  • Montis Financial sold 343 Johnson & Johnson shares in Q1 2026, an estimated $79.9K.
  • Johnson & Johnson made up 0.22% of Montis Financial's portfolio in Q1 2026, its #57 holding.
  • Montis Financial first reported a position in Johnson & Johnson in Q4 2020 and has held it in 22 quarters since.
  • Montis Financial's Johnson & Johnson position peaked at $1.1M in Q3 2023.
  • 4,616 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Montis Financial's 13F filing for Q1 2026, filed 11 May 2026.