BFG
JNJ icon

Birch Financial Group’s Johnson & Johnson JNJ Stock Holding History

Birch Financial Group’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 		$3.71M Buy
14,610
+169
+1% +$39.4K 1.91% 13
2026
Q1 		$3.53M Sell
14,441
-125
-0.9% -$29.1K 2.06% 11
2025
Q4 		$3.01M Sell
14,566
-17
-0.1% -$3.36K 1.72% 14
2025
Q3 		$2.7M Buy
14,583
+8,163
+127% +$1.4M 1.59% 14
2025
Q2 		$981K Buy
6,420
+268
+4% +$41.2K 0.78% 28
2025
Q1 		$1.02M Buy
6,152
+628
+11% +$98.3K 0.91% 21
2024
Q4 		$799K Buy
+5,524
New +$856K 0.9% 18

Other funds holding JNJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Birch Financial Group's JNJ Position: Q2 2026 in Review

Birch Financial Group increased its Johnson & Johnson (JNJ) stake by 1.2% in Q2 2026, buying an estimated $39.4K and bringing the position to 14,610 shares worth $3.71M. The position accounts for 1.91% of the portfolio, ranked #13.

Birch Financial Group first reported a position in JNJ in Q4 2024 and has held it in 7 quarters since. 3,173 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Birch Financial Group held 14,610 shares of Johnson & Johnson worth $3.71M as of Q2 2026.
  • Birch Financial Group bought 169 Johnson & Johnson shares in Q2 2026, an estimated $39.4K.
  • Johnson & Johnson made up 1.91% of Birch Financial Group's portfolio in Q2 2026, its #13 holding.
  • Birch Financial Group first reported a position in Johnson & Johnson in Q4 2024 and has held it in 7 quarters since.
  • 3,173 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.