Bear Mountain Capital’s Johnson & Johnson JNJ Stock Holding History

Bear Mountain Capital’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	$33K	Buy	130 +1	+0.8%	+$233	0.01%	70
2026 Q1	$29.9K	Sell	129 -31	-19%	-$7.22K	0.01%	77
2025 Q4	$35.1K	Sell	160 -1	-0.6%	-$198	0.01%	73
2025 Q3	$30.9K	Buy	161 +3	+2%	+$514	0.01%	78
2025 Q2	$25.9K	Buy	158 +1	+0.6%	+$154	0.01%	79
2025 Q1	$24.5K	Buy	157 +126	+406%	+$19.7K	0.01%	81
2024 Q4	$4.55K	Hold	31	–	–	﹤0.01%	112
2024 Q3	$5.09K	Hold	31	–	–	﹤0.01%	108
2024 Q2	$4.65K	Sell	31 -66	-68%	-$9.82K	﹤0.01%	114
2024 Q1	$14K	Sell	97 -8	-8%	-$1.27K	0.01%	96
2023 Q4	$16.9K	Buy	+105	New	+$16.1K	0.01%	100

Other funds holding JNJ

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Bear Mountain Capital's JNJ Position: Q2 2026 in Review

Bear Mountain Capital increased its Johnson & Johnson (JNJ) stake by 0.78% in Q2 2026, buying an estimated $233 and bringing the position to 130 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #70.

Bear Mountain Capital first reported a position in JNJ in Q4 2023 and has held it in 11 quarters since. The position peaked at $35.1K in Q4 2025. 2,122 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

Bear Mountain Capital held 130 shares of Johnson & Johnson worth $33K as of Q2 2026.
Bear Mountain Capital bought 1 Johnson & Johnson share in Q2 2026, an estimated $233.
Johnson & Johnson made up 0.01% of Bear Mountain Capital's portfolio in Q2 2026, its #70 holding.
Bear Mountain Capital first reported a position in Johnson & Johnson in Q4 2023 and has held it in 11 quarters since.
Bear Mountain Capital's Johnson & Johnson position peaked at $35.1K in Q4 2025.
2,122 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Bear Mountain Capital's 13F filing for Q2 2026, filed 20 Jul 2026.