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

Birch 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 		$1.84M Sell
7,237
-1,247
-15% -$291K 0.9% 27
2026
Q1 		$2.07M Buy
8,484
+103
+1% +$24K 1.09% 25
2025
Q4 		$1.73M Hold
8,381
– – 0.87% 29
2025
Q3 		$1.55M Sell
8,381
-1,060
-11% -$182K 0.79% 31
2025
Q2 		$1.44M Sell
9,441
-584
-6% -$89.8K 0.74% 35
2025
Q1 		$1.66M Sell
10,025
-911
-8% -$143K 0.86% 31
2024
Q4 		$1.58M Sell
10,936
-5,817
-35% -$901K 0.8% 33
2024
Q3 		$2.71M Sell
16,753
-961
-5% -$153K 1.33% 26
2024
Q2 		$2.59M Sell
17,714
-1,861
-10% -$277K 1.35% 23
2024
Q1 		$3.1M Buy
19,575
+88
+0.5% +$14K 1.61% 21
2023
Q4 		$3.05M Sell
19,487
-825
-4% -$127K 1.75% 20
2023
Q3 		$3.16M Buy
20,312
+656
+3% +$108K 2% 19
2023
Q2 		$3.25M Buy
19,656
+1,220
+7% +$197K 1.98% 18
2023
Q1 		$2.86M Sell
18,436
-480
-3% -$77.5K 1.84% 21
2022
Q4 		$3.34M Buy
18,916
+317
+2% +$54.7K 2.3% 15
2022
Q3 		$3.04M Sell
18,599
-450
-2% -$76.1K 2.29% 17
2022
Q2 		$3.38M Sell
19,049
-111
-0.6% -$19.8K 2.41% 16
2022
Q1 		$3.4M Buy
19,160
+1,168
+6% +$199K 2.09% 18
2021
Q4 		$3.08M Hold
17,992
– – 1.85% 20
2021
Q3 		$2.91M Hold
17,992
– – 1.97% 18
2021
Q2 		$2.96M Buy
17,992
+36
+0.2% +$5.96K 2.01% 17
2021
Q1 		$2.95M Sell
17,956
-100
-0.6% -$16.2K 2.17% 19
2020
Q4 		$2.84M Buy
18,056
+1,214
+7% +$179K 2.17% 17
2020
Q3 		$2.51M Sell
16,842
-143
-0.8% -$21.2K 2.18% 16
2020
Q2 		$2.39M Sell
16,985
-8
-0% -$1.17K 2.24% 17
2020
Q1 		$2.23M Hold
16,993
– – 2.57% 14
2019
Q4 		$2.48M Buy
+16,993
New +$2.3M 2.43% 15

Other funds holding JNJ

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
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
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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

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

Birch Capital Management reduced its Johnson & Johnson (JNJ) stake by 15% in Q2 2026, selling an estimated $291K and leaving 7,237 shares worth $1.84M. The position accounts for 0.9% of the portfolio, ranked #27.

Birch Capital Management first reported a position in JNJ in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.4M in Q1 2022. 2,122 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Birch Capital Management held 7,237 shares of Johnson & Johnson worth $1.84M as of Q2 2026.
  • Birch Capital Management sold 1,247 Johnson & Johnson shares in Q2 2026, an estimated $291K.
  • Johnson & Johnson made up 0.9% of Birch Capital Management's portfolio in Q2 2026, its #27 holding.
  • Birch Capital Management first reported a position in Johnson & Johnson in Q4 2019 and has held it in 27 quarters since.
  • Birch Capital Management's Johnson & Johnson position peaked at $3.4M in Q1 2022.
  • 2,122 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Birch Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.