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Banyan Capital Management’s Johnson & Johnson JNJ Stock Holding History

Banyan Capital Management’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 		$862K Sell
3,396
-104
-3% -$24.2K 0.37% 27
2026
Q1 		$856K Sell
3,500
-128
-4% -$29.8K 0.37% 26
2025
Q4 		$751K Sell
3,628
-225
-6% -$44.5K 0.33% 26
2025
Q3 		$714K Buy
+3,853
New +$660K 0.32% 22
2019
Q1 		– Sell
-512
Closed -$66K – 33
2018
Q4 		$66K Buy
+512
New +$71.4K 0.07% 25

Other funds holding JNJ

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Banyan Capital Management's JNJ Position: Q2 2026 in Review

Banyan Capital Management reduced its Johnson & Johnson (JNJ) stake by 3% in Q2 2026, selling an estimated $24.2K and leaving 3,396 shares worth $862K. The position accounts for 0.37% of the portfolio, ranked #27.

Banyan Capital Management first reported a position in JNJ in Q4 2018 and has held it in 5 quarters since. 2,980 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Banyan Capital Management held 3,396 shares of Johnson & Johnson worth $862K as of Q2 2026.
  • Banyan Capital Management sold 104 Johnson & Johnson shares in Q2 2026, an estimated $24.2K.
  • Johnson & Johnson made up 0.37% of Banyan Capital Management's portfolio in Q2 2026, its #27 holding.
  • Banyan Capital Management first reported a position in Johnson & Johnson in Q4 2018 and has held it in 5 quarters since.
  • 2,980 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Banyan Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.