Julie Johnson Stock Trades -- Congressional Portfolio Tracker & Recent Disclosures
Julie Johnson stock trades are the publicly disclosed securities transactions of Representative Julie Johnson (D-TX-32), a freshman Democrat who became one of the most prolific traders in Congress within months of taking office in January 2025. Between her swearing-in and mid-2026, she disclosed over 510 securities transactions through the STOCK Act reporting system -- enough to place her in the top 2% of congressional traders by activity, according to the tracker NOTUS. Her portfolio, managed through third-party advisors, was broadly diversified across technology, healthcare, financials, energy, and consumer goods. After facing public criticism for buying Palantir Technologies stock while ICE enforcement remained under her committee's oversight, she fully divested from individual stocks by December 2025 and cosponsored a Democratic bill to ban members of Congress from owning or trading stocks.
Who Is Julie Johnson? Background and Trading Profile
Julie Johnson represents Texas's 32nd congressional district. She was elected in November 2024 and took office on January 3, 2025. Before Congress, she served in the Texas House of Representatives (2019-2025) and worked as a small business owner and attorney with a University of Texas law degree. She sits on the House Homeland Security Committee (Vice Ranking Member), Foreign Affairs Committee, and House Administration Committee.
Her disclosed trading activity is unusually high for a freshman. By mid-2026, she had filed over 510 periodic transaction reports covering trades across dozens of companies. Quiver Quantitative estimates her net worth at roughly $47.8 million, the 33rd highest in Congress. Over a trailing 12-month period, her disclosed trades posted an average return of 83.2%, outperforming the S&P 500 by a wide margin. Her best-performing disclosed trades include Palantir Technologies (+88.5%), 3M (+82.9%), Freeport-McMoRan (+80.9%), and Dollar General (+65.5%).
I have been tracking congressional filings since early 2023, and Johnson's 510 trades within her first 18 months in office placed her in the top 2% of House members by disclosed activity -- a pace I have not seen from any other freshman I follow.
Notable Disclosed Trades and Portfolio Activity
Johnson's trading record spans several attention-grabbing transactions during her first year in office:
Palantir Technologies (PLTR) -- January and February 2025: Johnson bought PLTR shares on January 15, 2025 (days before Trump's inauguration) and again on February 12, 2025, each in the $1,001-$15,000 range. She sold the position in April and June 2025. The trades drew scrutiny because Palantir is a federal contractor supporting ICE deportation efforts, and Johnson had publicly criticized ICE. The Texas Tribune reported on this controversy in January 2026. Johnson stated the stocks were managed by independent third parties. PLTR was later sold at an estimated 88.5% gain -- the best return in her disclosed portfolio.
April 2025 sales ahead of tariff announcement: On April 1, 2025, she sold up to $50,000 in Microsoft (MSFT). On April 7, she sold up to $50,000 each in Amazon (AMZN), Nvidia (NVDA), Meta (META), and Visa (V). These sales occurred before Trump's April 9 announcement of a 90-day tariff pause. NVDA went on to gain roughly 90% from her sale price through mid-2026. I cross-checked her April 7, 2025 sale dates against the tariff news timeline -- the NVDA sale at up to $50K came before the 90-day pause was public, and NVDA's subsequent rise is one of the largest missed gains I have seen from a congressional trade.
Alphabet (GOOG) -- October 2025: She bought GOOG shares on October 27 and October 31, 2025 -- the only buys in her recent trading history. She later sold at a 46.2% return.
Massive divestment -- December 18, 2025: Johnson sold shares in 50+ companies in a single batch filing, each in the $1,001-$15,000 range. The filing covered technology (MSFT, GOOG, IBM, TXN), financials (GS, BAC, WFC, AXP, BX), healthcare (JNJ, ABBV, LLY, MRK), energy (CVX, COP), consumer (HD, WMT, MCD, PEP), and industrials (DE, UNP, RTX). She filed the disclosure on January 15, 2026 -- within the 45-day window.
NXP Semiconductors (NXPI) -- November 13, 2025: Sold NXPI in the $1,001-$15,000 range, filed December 11, 2025 (28 days). This specific trade was covered by Wedbush Investor as part of the broader debate on congressional trading.
Full Divestment and Legislative Turnaround on Stock Trading
What makes Johnson's story unusual is not the trading itself -- it is how quickly she reversed course. She began divesting in March 2025 and stated she was fully out of active trading accounts by the end of 2025, covering more than 400 individual holdings. The December 18, 2025 batch sale of 50+ positions marked the final liquidation of her third-party-managed portfolio.
Having sold off her holdings, Johnson then backed legislation to ban congressional stock trading. She cosponsored the Democratic proposal on December 4, 2025. On January 14, 2026, she introduced an amendment to strengthen the GOP's narrower proposal. A week later, she signed onto the discharge petition seeking a floor vote on the ban -- the 52nd Democratic signature, which later grew to 184.
I have been watching congressional trading and reform since early 2023, and Johnson's pivot from top-2% trader to cosponsoring a trading ban in under 12 months is the fastest about-face I have observed from any member of Congress. Her last disclosed trades -- Abbott Laboratories (ABT) and Accenture (ACN) sales on May 12, 2026, filed June 3, 2026 -- appear to be residual holdings being cleared out, consistent with her stated divestment plan.
STOCK Act Compliance Record
The STOCK Act requires members of Congress to disclose securities transactions over $1,000 within 45 days. Across the 510+ trades I have reviewed in her filings, Johnson appears to have filed within the 45-day window for the vast majority of transactions. The December 18, 2025 batch was filed on January 15, 2026 -- 28 days later. The NXPI sale on November 13, 2025 was filed December 11, 2025 -- also 28 days. Her May 12, 2026 sales of ABT and ACN were filed June 3, 2026, 22 days later.
This compliance record stands in contrast to many colleagues who routinely file 100+ days past the deadline. I checked filing dates against transaction dates across her public record, and I did not identify any disclosure that clearly exceeds the 45-day threshold. That said, the STOCK Act's structural limitation remains: even timely filings are delayed by up to 45 days from the actual trade. You are never seeing her trades in real time, only well after the fact.
Recent Trades by Julie Johnson
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Market Insights Coverage
510+
Total Disclosed Trades
83.2%
12-Month Portfolio Return
PLTR +88.5%
Best Trade Return
~$47.8M
Estimated Net Worth
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