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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
Q2 		$1.13M Buy
4,458
+62
+1% +$14.4K 0.23% 56
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 $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

Montis Financial's JNJ Position: Q2 2026 in Review

Montis Financial increased its Johnson & Johnson (JNJ) stake by 1.4% in Q2 2026, buying an estimated $14.4K and bringing the position to 4,458 shares worth $1.13M. The position accounts for 0.23% of the portfolio, ranked #56.

Montis Financial first reported a position in JNJ in Q4 2020 and has held it in 23 quarters since. 4,685 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Montis Financial held 4,458 shares of Johnson & Johnson worth $1.13M as of Q2 2026.
  • Montis Financial bought 62 Johnson & Johnson shares in Q2 2026, an estimated $14.4K.
  • Johnson & Johnson made up 0.23% of Montis Financial's portfolio in Q2 2026, its #56 holding.
  • Montis Financial first reported a position in Johnson & Johnson in Q4 2020 and has held it in 23 quarters since.
  • 4,685 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Montis Financial's 13F filing for Q2 2026, filed 6 Aug 2026.