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True North Advisors’s Johnson & Johnson JNJ Stock Holding History

True North 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 		$1.71M Sell
6,719
-409
-6% -$95.3K 0.16% 90
2026
Q1 		$1.74M Sell
7,128
-2,915
-29% -$679K 0.2% 77
2025
Q4 		$2.08M Buy
10,043
+115
+1% +$22.7K 0.27% 57
2025
Q3 		$1.84M Buy
9,928
+1,811
+22% +$310K 0.29% 54
2025
Q2 		$1.24M Sell
8,117
-443
-5% -$68.1K 0.24% 80
2025
Q1 		$1.42M Sell
8,560
-486
-5% -$76K 0.25% 82
2024
Q4 		$1.31M Buy
9,046
+253
+3% +$39.2K 0.31% 56
2024
Q3 		$1.42M Sell
8,793
-61
-0.7% -$9.72K 0.37% 45
2024
Q2 		$1.29M Buy
8,854
+284
+3% +$42.2K 0.35% 45
2024
Q1 		$1.36M Sell
8,570
-6,941
-45% -$1.1M 0.37% 44
2023
Q4 		$2.43M Sell
15,511
-2,558
-14% -$392K 0.62% 25
2023
Q3 		$2.81M Sell
18,069
-1,510
-8% -$249K 0.87% 16
2023
Q2 		$3.24M Sell
19,579
-907
-4% -$146K 0.92% 16
2023
Q1 		$3.18M Buy
20,486
+171
+0.8% +$27.6K 0.93% 18
2022
Q4 		$3.59M Sell
20,315
-373
-2% -$64.4K 1.22% 18
2022
Q3 		$3.38M Sell
20,688
-1,007
-5% -$170K 1.11% 15
2022
Q2 		$3.85M Buy
21,695
+2,864
+15% +$510K 1.2% 14
2022
Q1 		$3.34M Sell
18,831
-20,969
-53% -$3.57M 0.9% 21
2021
Q4 		$6.81M Buy
39,800
+1,266
+3% +$207K 1.15% 15
2021
Q3 		$6.22M Buy
38,534
+696
+2% +$119K 1.23% 15
2021
Q2 		$6.23M Sell
37,838
-500
-1% -$82.8K 1.3% 14
2021
Q1 		$6.3M Sell
38,338
-62
-0.2% -$10K 1.5% 12
2020
Q4 		$6.04M Sell
38,400
-2,294
-6% -$339K 1.55% 13
2020
Q3 		$6.06M Buy
40,694
+119
+0.3% +$17.6K 1.77% 11
2020
Q2 		$5.71M Buy
40,575
+98
+0.2% +$14.3K 1.37% 17
2020
Q1 		$5.31M Sell
40,477
-290
-0.7% -$41.1K 1.81% 15
2019
Q4 		$5.95M Buy
+40,767
New +$5.53M 1.67% 15

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

True North Advisors's JNJ Position: Q2 2026 in Review

True North Advisors reduced its Johnson & Johnson (JNJ) stake by 5.7% in Q2 2026, selling an estimated $95.3K and leaving 6,719 shares worth $1.71M. The position accounts for 0.16% of the portfolio, ranked #90.

True North Advisors first reported a position in JNJ in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.81M in Q4 2021. 4,665 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • True North Advisors held 6,719 shares of Johnson & Johnson worth $1.71M as of Q2 2026.
  • True North Advisors sold 409 Johnson & Johnson shares in Q2 2026, an estimated $95.3K.
  • Johnson & Johnson made up 0.16% of True North Advisors's portfolio in Q2 2026, its #90 holding.
  • True North Advisors first reported a position in Johnson & Johnson in Q4 2019 and has held it in 27 quarters since.
  • True North Advisors's Johnson & Johnson position peaked at $6.81M in Q4 2021.
  • 4,665 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on True North Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.