Birch Financial Group
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
Q3 		$3.83M Sell
14,485
-125
-0.9% -$33K 1.79% 13
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Birch Financial Group's JNJ Position: Q3 2026 in Review

Birch Financial Group reduced its Johnson & Johnson (JNJ) stake by 0.86% in Q3 2026, selling an estimated $33K and leaving 14,485 shares worth $3.83M. The position accounts for 1.79% of the portfolio, ranked #13.

Birch Financial Group first reported a position in JNJ in Q4 2024 and has held it in 8 quarters since. 4,243 funds tracked by Wall St. Rank hold JNJ as of Q3 2026.

  • Birch Financial Group held 14,485 shares of Johnson & Johnson worth $3.83M as of Q3 2026.
  • Birch Financial Group sold 125 Johnson & Johnson shares in Q3 2026, an estimated $33K.
  • Johnson & Johnson made up 1.79% of Birch Financial Group's portfolio in Q3 2026, its #13 holding.
  • Birch Financial Group first reported a position in Johnson & Johnson in Q4 2024 and has held it in 8 quarters since.
  • 4,243 funds tracked by Wall St. Rank held Johnson & Johnson as of Q3 2026.

Based on Birch Financial Group's 13F filing for Q3 2026, filed 27 Oct 2026.