Beach Investment Counsel’s Johnson & Johnson JNJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$5.11M Sell
30,794
-1,645
-5% -$257K 0.75% 32
2024
Q4
$4.69M Sell
32,439
-7,406
-19% -$1.15M 0.63% 34
2024
Q3
$6.46M Sell
39,845
-1,023
-3% -$163K 0.8% 33
2024
Q2
$5.97M Sell
40,868
-11,320
-22% -$1.68M 0.74% 34
2024
Q1
$8.18M Hold
52,188
1.01% 28
2023
Q4
$8.18M Sell
52,188
-6,378
-11% -$978K 1.01% 28
2023
Q3
$9.12M Buy
58,566
+3,086
+6% +$509K 1.14% 25
2023
Q2
$9.18M Sell
55,480
-1,110
-2% -$179K 1.09% 24
2023
Q1
$8.77M Sell
56,590
-35,031
-38% -$5.66M 1.17% 24
2022
Q4
$16.2M Sell
91,621
-3,545
-4% -$612K 2.02% 14
2022
Q3
$15.5M Sell
95,166
-20,095
-17% -$3.4M 2.21% 9
2022
Q2
$20.5M Sell
115,261
-2,417
-2% -$431K 2.56% 8
2022
Q1
$20.9M Sell
117,678
-18,236
-13% -$3.1M 2.2% 10
2021
Q4
$23.3M Sell
135,914
-2,384
-2% -$390K 3.07% 9
2021
Q3
$22.3M Sell
138,298
-199
-0.1% -$34K 2.12% 12
2021
Q2
$22.8M Sell
138,497
-21,578
-13% -$3.57M 2.04% 12
2021
Q1
$26.3M Sell
160,075
-2,924
-2% -$473K 2.34% 11
2020
Q4
$25.7M Sell
162,999
-28,717
-15% -$4.24M 2.44% 6
2020
Q3
$28.5M Buy
191,716
+3,982
+2% +$589K 3.36% 4
2020
Q2
$26.4M Sell
187,734
-8,612
-4% -$1.26M 3.53% 5
2020
Q1
$25.7M Sell
196,346
-17,767
-8% -$2.52M 4.31% 3
2019
Q4
$31.2M Sell
214,113
-5,580
-3% -$757K 3.45% 8
2019
Q3
$28.4M Sell
219,693
-3,830
-2% -$505K 3.27% 7
2019
Q2
$31.1M Sell
223,523
-12,435
-5% -$1.72M 3.58% 7
2019
Q1
$33M Sell
235,958
-250
-0.1% -$33.5K 3.72% 6
2018
Q4
$31.4M Buy
236,208
+151,014
+177% +$21.1M 3.81% 6
2018
Q3
$11.8M Sell
85,194
-195
-0.2% -$25.9K 1.16% 28
2018
Q2
$10.4M Sell
85,389
-189,258
-69% -$23.6M 1.08% 28
2018
Q1
$35.2M Sell
274,647
-456
-0.2% -$61.6K 3.67% 5
2017
Q4
$38.4M Sell
275,103
-10,835
-4% -$1.51M 3.74% 6
2017
Q3
$37.2M Sell
285,938
-710
-0.2% -$94.1K 3.91% 6
2017
Q2
$37.9M Sell
286,648
-100
-0% -$12.8K 3.89% 6
2017
Q1
$35.7M Buy
286,748
+3,299
+1% +$394K 3.84% 6
2016
Q4
$32.7M Sell
283,449
-69,627
-20% -$8.04M 3.73% 4
2016
Q3
$41.7M Sell
353,076
-1
-0% -$121 4.74% 3
2016
Q2
$42.8M Sell
353,077
-1,640
-0.5% -$186K 5.05% 3
2016
Q1
$38.4M Sell
354,717
-1,925
-0.5% -$199K 4.38% 3
2015
Q4
$36.6M Sell
356,642
-13,320
-4% -$1.34M 4.16% 6
2015
Q3
$34.5M Sell
369,962
-7,550
-2% -$730K 4.25% 5
2015
Q2
$36.8M Sell
377,512
-40,726
-10% -$4.08M 3.65% 6
2015
Q1
$42.1M Sell
418,238
-36,030
-8% -$3.66M 3.86% 5
2014
Q4
$47.5M Buy
454,268
+9,960
+2% +$1.05M 3.95% 5
2014
Q3
$47.4M Buy
444,308
+666
+0.2% +$69.1K 4.42% 6
2014
Q2
$46.4M Sell
443,642
-3,000
-0.7% -$303K 4.12% 5
2014
Q1
$43.9M Sell
446,642
-331
-0.1% -$30.7K 3.95% 6
2013
Q4
$40.9M Sell
446,973
-101,570
-19% -$9.36M 3.8% 6
2013
Q3
$47.6M Sell
548,543
-13,538
-2% -$1.21M 5.07% 3
2013
Q2
$48.3M Buy
+562,081
New +$47.7M 5.15% 4

Other funds holding JNJ

Beach Investment Counsel's JNJ Position: Q1 2025 in Review

Beach Investment Counsel reduced its Johnson & Johnson (JNJ) stake by 5.1% in Q1 2025, selling an estimated $257K and leaving 30,794 shares worth $5.11M. The position accounts for 0.75% of the portfolio, ranked #32.

Beach Investment Counsel first reported a position in JNJ in Q2 2013 and has held it in 48 quarters since. The position peaked at $48.3M in Q2 2013. 4,148 funds tracked by Wall St. Rank hold JNJ as of Q1 2025.

  • Beach Investment Counsel held 30,794 shares of Johnson & Johnson worth $5.11M as of Q1 2025.
  • Beach Investment Counsel sold 1,645 Johnson & Johnson shares in Q1 2025, an estimated $257K.
  • Johnson & Johnson made up 0.75% of Beach Investment Counsel's portfolio in Q1 2025, its #32 holding.
  • Beach Investment Counsel first reported a position in Johnson & Johnson in Q2 2013 and has held it in 48 quarters since.
  • Beach Investment Counsel's Johnson & Johnson position peaked at $48.3M in Q2 2013.
  • 4,148 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2025.

Based on Beach Investment Counsel's 13F filing for Q1 2025, filed 14 Apr 2025.