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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sage Mountain Advisors's JNJ Position: Q1 2026 in Review

Sage Mountain Advisors reduced its Johnson & Johnson (JNJ) stake by 86% in Q1 2026, selling an estimated $4.32M and leaving 2,933 shares worth $717K. The position accounts for 0.05% of the portfolio, ranked #114.

Sage Mountain Advisors first reported a position in JNJ in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.44M in Q4 2025. 4,616 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

  • Sage Mountain Advisors held 2,933 shares of Johnson & Johnson worth $717K as of Q1 2026.
  • Sage Mountain Advisors sold 18,537 Johnson & Johnson shares in Q1 2026, an estimated $4.32M.
  • Johnson & Johnson made up 0.05% of Sage Mountain Advisors's portfolio in Q1 2026, its #114 holding.
  • Sage Mountain Advisors first reported a position in Johnson & Johnson in Q4 2020 and has held it in 22 quarters since.
  • Sage Mountain Advisors's Johnson & Johnson position peaked at $4.44M in Q4 2025.
  • 4,616 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.