Thompson David Blair’s Johnson & Johnson JNJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.61M Sell
6,335
-608
-9% -$142K 0.8% 33
2026
Q1
$1.7M Buy
6,943
+5,206
+300% +$1.21M 0.97% 28
2025
Q4
$359K Buy
+1,737
New +$343K 0.21% 118

Other funds holding JNJ

Thompson David Blair's JNJ Position: Q2 2026 in Review

Thompson David Blair reduced its Johnson & Johnson (JNJ) stake by 8.8% in Q2 2026, selling an estimated $142K and leaving 6,335 shares worth $1.61M. The position accounts for 0.8% of the portfolio, ranked #33.

Thompson David Blair first reported a position in JNJ in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.7M in Q1 2026. 4,503 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Thompson David Blair held 6,335 shares of Johnson & Johnson worth $1.61M as of Q2 2026.
  • Thompson David Blair sold 608 Johnson & Johnson shares in Q2 2026, an estimated $142K.
  • Johnson & Johnson made up 0.8% of Thompson David Blair's portfolio in Q2 2026, its #33 holding.
  • Thompson David Blair first reported a position in Johnson & Johnson in Q4 2025 and has held it in 3 quarters since.
  • Thompson David Blair's Johnson & Johnson position peaked at $1.7M in Q1 2026.
  • 4,503 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Thompson David Blair's 13F filing for Q2 2026, filed 14 Aug 2026.