BPC
JNJ icon

Bearing Point Capital’s Johnson & Johnson JNJ Stock Holding History

Bearing Point 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 		$922K Buy
3,630
+56
+2% +$13.1K 0.12% 108
2026
Q1 		$874K Sell
3,574
-140
-4% -$32.6K 0.14% 100
2025
Q4 		$769K Buy
3,714
+482
+15% +$95.3K 0.12% 112
2025
Q3 		$599K Hold
3,232
– – 0.1% 116
2025
Q2 		$494K Sell
3,232
-7,955
-71% -$1.22M 0.09% 126
2025
Q1 		$1.86M Sell
11,187
-955
-8% -$149K 0.39% 71
2024
Q4 		$1.76M Buy
+12,142
New +$1.88M 0.37% 69

Other funds holding JNJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bearing Point Capital's JNJ Position: Q2 2026 in Review

Bearing Point Capital increased its Johnson & Johnson (JNJ) stake by 1.6% in Q2 2026, buying an estimated $13.1K and bringing the position to 3,630 shares worth $922K. The position accounts for 0.12% of the portfolio, ranked #108.

Bearing Point Capital first reported a position in JNJ in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.86M in Q1 2025. 4,698 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Bearing Point Capital held 3,630 shares of Johnson & Johnson worth $922K as of Q2 2026.
  • Bearing Point Capital bought 56 Johnson & Johnson shares in Q2 2026, an estimated $13.1K.
  • Johnson & Johnson made up 0.12% of Bearing Point Capital's portfolio in Q2 2026, its #108 holding.
  • Bearing Point Capital first reported a position in Johnson & Johnson in Q4 2024 and has held it in 7 quarters since.
  • Bearing Point Capital's Johnson & Johnson position peaked at $1.86M in Q1 2025.
  • 4,698 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Bearing Point Capital's 13F filing for Q2 2026, filed 11 Aug 2026.