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Painted Porch Advisors’s Johnson & Johnson JNJ Stock Holding History

Painted Porch Advisors’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 		$3.17M Buy
12,488
+774
+7% +$180K 1.39% 8
2026
Q1 		$2.86M Sell
11,714
-753
-6% -$175K 1.37% 9
2025
Q4 		$2.58M Sell
12,467
-158
-1% -$31.2K 1.04% 11
2025
Q3 		$2.34M Sell
12,625
-400
-3% -$68.5K 0.89% 11
2025
Q2 		$1.99M Sell
13,025
-77
-0.6% -$11.8K 0.82% 15
2025
Q1 		$2.17M Sell
13,102
-963
-7% -$151K 0.91% 14
2024
Q4 		$2.03M Buy
14,065
+7
+0% +$1.08K 1% 14
2024
Q3 		$2.28M Buy
14,058
+417
+3% +$66.4K 1.15% 13
2024
Q2 		$1.99M Sell
13,641
-880
-6% -$131K 1.13% 15
2024
Q1 		$2.3M Buy
14,521
+117
+0.8% +$18.6K 1.4% 14
2023
Q4 		$2.26M Buy
+14,404
New +$2.21M 1.74% 10

Other funds holding JNJ

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

Painted Porch Advisors's JNJ Position: Q2 2026 in Review

Painted Porch Advisors increased its Johnson & Johnson (JNJ) stake by 6.6% in Q2 2026, buying an estimated $180K and bringing the position to 12,488 shares worth $3.17M. The position accounts for 1.39% of the portfolio, ranked #8.

Painted Porch Advisors first reported a position in JNJ in Q4 2023 and has held it in 11 quarters since. 1,657 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Painted Porch Advisors held 12,488 shares of Johnson & Johnson worth $3.17M as of Q2 2026.
  • Painted Porch Advisors bought 774 Johnson & Johnson shares in Q2 2026, an estimated $180K.
  • Johnson & Johnson made up 1.39% of Painted Porch Advisors's portfolio in Q2 2026, its #8 holding.
  • Painted Porch Advisors first reported a position in Johnson & Johnson in Q4 2023 and has held it in 11 quarters since.
  • 1,657 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Painted Porch Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.