Mount Lucas Management’s Johnson & Johnson JNJ Stock Holding History

Mount Lucas 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	$2.24M	Buy	8,815 +321	+4%	+$74.8K	0.8%	28
2026 Q1	$2.08M	Buy	+8,494	New	+$1.98M	0.77%	34
2023 Q4	–	Sell	-16,273	Closed	-$2.53M	–	168
2023 Q3	$2.53M	Sell	16,273 -151	-0.9%	-$24.9K	0.9%	35
2023 Q2	$2.72M	Sell	16,424 -2,239	-12%	-$361K	0.91%	32
2023 Q1	$2.89M	Buy	18,663 +908	+5%	+$147K	0.76%	40
2022 Q4	$3.14M	Buy	+17,755	New	+$3.07M	1.03%	26
2014 Q3	–	Sell	-34,793	Closed	-$3.64M	–	104
2014 Q2	$3.64M	Sell	34,793 -4,854	-12%	-$491K	0.48%	38
2014 Q1	$3.89M	Sell	39,647 -507	-1%	-$47K	0.53%	32
2013 Q4	$3.68M	Sell	40,154 -1,034	-3%	-$95.3K	0.8%	29
2013 Q3	$3.57M	Buy	+41,188	New	+$3.7M	0.78%	34

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

Mount Lucas Management's JNJ Position: Q2 2026 in Review

Mount Lucas Management increased its Johnson & Johnson (JNJ) stake by 3.8% in Q2 2026, buying an estimated $74.8K and bringing the position to 8,815 shares worth $2.24M. The position accounts for 0.8% of the portfolio, ranked #28.

Mount Lucas Management first reported a position in JNJ in Q3 2013 and has held it in 10 quarters since. The position peaked at $3.89M in Q1 2014. 4,672 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

Mount Lucas Management held 8,815 shares of Johnson & Johnson worth $2.24M as of Q2 2026.
Mount Lucas Management bought 321 Johnson & Johnson shares in Q2 2026, an estimated $74.8K.
Johnson & Johnson made up 0.8% of Mount Lucas Management's portfolio in Q2 2026, its #28 holding.
Mount Lucas Management first reported a position in Johnson & Johnson in Q3 2013 and has held it in 10 quarters since.
Mount Lucas Management's Johnson & Johnson position peaked at $3.89M in Q1 2014.
4,672 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Mount Lucas Management's 13F filing for Q2 2026, filed 10 Aug 2026.