Thurston Springer Miller Herd & Titak’s Johnson & Johnson JNJ Stock Holding History

Thurston Springer Miller Herd & Titak’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	$2.11M	Buy	8,301 +2,266	+38%	+$528K	0.77%	24
2026 Q1	$1.48M	Sell	6,035 -1,458	-19%	-$340K	0.61%	30
2025 Q4	$1.55M	Buy	7,493 +6,239	+498%	+$1.23M	0.54%	34
2025 Q3	$232K	Sell	1,254 -26,755	-96%	-$4.58M	0.46%	59
2025 Q2	$4.28M	Buy	28,009 +5,277	+23%	+$811K	0.55%	37
2025 Q1	$3.77M	Buy	22,732 +4,844	+27%	+$758K	0.63%	33
2024 Q4	$2.59M	Buy	17,888 +4,661	+35%	+$722K	0.52%	43
2024 Q3	$2.14M	Buy	13,227 +822	+7%	+$131K	0.59%	30
2024 Q2	$1.81M	Buy	+12,405	New	+$1.84M	0.56%	30

Other funds holding JNJ

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's JNJ Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak increased its Johnson & Johnson (JNJ) stake by 38% in Q2 2026, buying an estimated $528K and bringing the position to 8,301 shares worth $2.11M. The position accounts for 0.77% of the portfolio, ranked #24.

Thurston Springer Miller Herd & Titak first reported a position in JNJ in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.28M in Q2 2025. 2,379 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

Thurston Springer Miller Herd & Titak held 8,301 shares of Johnson & Johnson worth $2.11M as of Q2 2026.
Thurston Springer Miller Herd & Titak bought 2,266 Johnson & Johnson shares in Q2 2026, an estimated $528K.
Johnson & Johnson made up 0.77% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #24 holding.
Thurston Springer Miller Herd & Titak first reported a position in Johnson & Johnson in Q2 2024 and has held it in 9 quarters since.
Thurston Springer Miller Herd & Titak's Johnson & Johnson position peaked at $4.28M in Q2 2025.
2,379 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.