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Sage Mountain Advisors’s Johnson & Johnson JNJ Stock Holding History

Sage Mountain 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 		$815K Buy
3,211
+278
+9% +$64.8K 0.05% 110
2026
Q1 		$717K Sell
2,933
-18,537
-86% -$4.32M 0.05% 114
2025
Q4 		$4.44M Sell
21,470
-544
-2% -$108K 0.24% 54
2025
Q3 		$4.08M Buy
22,014
+3,554
+19% +$609K 0.23% 57
2025
Q2 		$2.82M Buy
18,460
+2,052
+13% +$315K 0.18% 67
2025
Q1 		$2.72M Buy
16,408
+1,844
+13% +$289K 0.2% 62
2024
Q4 		$2.11M Buy
14,564
+67
+0.5% +$10.4K 0.15% 73
2024
Q3 		$2.35M Buy
14,497
+3,329
+30% +$530K 0.2% 59
2024
Q2 		$1.63M Buy
11,168
+165
+1% +$24.5K 0.15% 69
2024
Q1 		$1.74M Buy
11,003
+363
+3% +$57.8K 0.18% 63
2023
Q4 		$1.67M Sell
10,640
-910
-8% -$140K 0.19% 60
2023
Q3 		$1.8M Sell
11,550
-1
-0% -$165 0.25% 51
2023
Q2 		$1.91M Buy
11,551
+711
+7% +$115K 0.27% 49
2023
Q1 		$1.68M Buy
10,840
+4,818
+80% +$778K 0.27% 47
2022
Q4 		$1.06M Buy
6,022
+677
+13% +$117K 0.24% 39
2022
Q3 		$873K Buy
5,345
+130
+2% +$22K 0.23% 38
2022
Q2 		$926K Sell
5,215
-156
-3% -$27.8K 0.16% 99
2022
Q1 		$952K Sell
5,371
-4,031
-43% -$686K 0.15% 117
2021
Q4 		$1.61M Buy
9,402
+640
+7% +$105K 0.19% 77
2021
Q3 		$1.42M Sell
8,762
-8
-0.1% -$1.36K 0.2% 84
2021
Q2 		$1.45M Buy
8,770
+2,103
+32% +$348K 0.24% 70
2021
Q1 		$1.1M Buy
6,667
+3,329
+100% +$539K 0.23% 69
2020
Q4 		$525K Buy
+3,338
New +$493K 0.17% 88

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

Sage Mountain Advisors's JNJ Position: Q2 2026 in Review

Sage Mountain Advisors increased its Johnson & Johnson (JNJ) stake by 9.5% in Q2 2026, buying an estimated $64.8K and bringing the position to 3,211 shares worth $815K. The position accounts for 0.05% of the portfolio, ranked #110.

Sage Mountain Advisors first reported a position in JNJ in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.44M in Q4 2025. 4,685 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Sage Mountain Advisors held 3,211 shares of Johnson & Johnson worth $815K as of Q2 2026.
  • Sage Mountain Advisors bought 278 Johnson & Johnson shares in Q2 2026, an estimated $64.8K.
  • Johnson & Johnson made up 0.05% of Sage Mountain Advisors's portfolio in Q2 2026, its #110 holding.
  • Sage Mountain Advisors first reported a position in Johnson & Johnson in Q4 2020 and has held it in 23 quarters since.
  • Sage Mountain Advisors's Johnson & Johnson position peaked at $4.44M in Q4 2025.
  • 4,685 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.