Julie Johnson: stock trades

Activity

Would copying Julie Johnson’s trades have beaten the S&P 500?

Copying Julie Johnson’s disclosed holdings (starting from the holdings in each annual disclosure report once it was published, then adding purchases and taking off sales as each trade report became public, sized by the amounts reported, with call options counted as the stock until they expired) would have turned $10,000 on February 13, 2025 into $14,391 by November 2, 2026, against $12,651 in the S&P 500: +23.7% a year against +14.7%, with a beta of 0.94. Selling each purchase after 6 months instead would have made +17.3% a year. Six months after each report, the average share purchase was +5.7% against the S&P 500 (median +2.4%), and 57% beat it, well within what luck alone would produce. Measured from the trade date instead, the member’s own timing, the average was +1.5%. Reports arrived a median of 28 days after the trade. 37 purchases had already been sold in full by the time they were reported, so a follower could not copy them; the averages below still count every purchase.

Return a year, copying

+23.7%

S&P 500, same dates

+14.7%

Yearly swing (S&P 500)

18% (17%)

Sharpe ratio (S&P 500)

1.04 (0.66)

Biggest drop (S&P 500)

−16% (−19%)

Market sensitivity (beta)

0.94

“Average vs S&P 500” is the stock’s return including dividends minus the index’s over the same dates. For sales, a negative figure means the stock lagged after it was sold, so selling was the right call (green). “Went the right way” is the share of purchases that beat the index, or of sales that trailed it. The t-statistic treats each trade as a separate bet; the Evidence label is stricter and uses one average per month of reports, because trades bunch together. Trades in companies we cover only. The averages count share trades; the copy portfolio also counts call options as the stock and sizes positions by the middle of each band filed. No trading costs or taxes. These are the stocks’ moves after each trade: they say nothing about why Julie Johnson traded and do not suggest the use of non-public information. How every member compares.

Stocks traded

Every company we cover that appears in the reports. “Since first purchase” is the stock’s move from the close on the member’s first disclosed purchase to the latest close, against the S&P 500; it is not the member’s return.

The 60 most traded of 219 companies.

Trades in companies we cover

“Stock since trade” is the share price move from the close on the trade date to the latest close, with the gap to the S&P 500 beneath. It describes the stock, not what the member made. Showing the latest 300 of 568 trades; every trade is in the reports below. Click a column heading to sort.

Filings

• Report filed Aug 5, 2026 77 stock or option trades · MMM, AOS, ADBE, A, ALK, AEE, BA, CARR, CMS, CL, DVA, SRE
• Report filed Jun 12, 2026 2 stock or option trades · ABT, ACN
• Report filed Jan 15, 2026 62 stock or option trades · MMM, ABT, ABBV, APD, GOOGL, AXP, ADI, AJG, BAC, BX, BA, BMY
• Report filed Dec 11, 2025 63 stock or option trades · MMM, ABT, ABBV, ADBE, APD, GOOGL, AXP, ADI, AJG, BAC, BX, BMY
• Report filed Nov 14, 2025 17 stock or option trades · ALK, GOOGL, CARR, DHR, DE, FFIV, GEN, KR, PH, PNC, VRSN, WY
• Report filed Oct 7, 2025 20 stock or option trades · AOS, AEE, CL, DVA, SRE, EQIX, XOM, HON, KEY, LYB, MKC, TAP
• Report filed Sep 11, 2025 61 stock or option trades · MMM, ABT, ABBV, APD, AXP, ADI, AJG, BAC, BLK, BX, BMY, COF
• Report filed Aug 14, 2025 14 stock or option trades · BLK, CVX, CME, XOM, MSFT, PKG, PH, PM, STX, SNPS, UNH
• Report filed Jul 14, 2025 3 stock or option trades · MMM, MRK, PLTR
• Report filed Jun 13, 2025 5 stock or option trades · COF, FIS, GD, MS
• Report filed May 14, 2025 144 stock or option trades · MMM, ADBE, A, ALL, GOOGL, AMZN, AAPL, APTV, ANET, ASML, AZO, BALL
• Report filed Apr 14, 2025 19 stock or option trades · MMM, ACN, A, ALC, GOOGL, COF, PNC, SONO, TSM, TER, CI, PRKS
• Report filed Mar 12, 2025 49 stock or option trades · ALB, DOX, APTV, ANET, BLK, BA, BWA, CACI, COF, CB, CEG, ETN
• Report filed Feb 12, 2025 51 stock or option trades · AMT, BA, BMY, AVGO, CRL, CB, CAG, COP, STZ, CSGP, CVS, DHR