Birchwood Financial Partners’s Johnson & Johnson JNJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$499K Sell
1,963
-131
-6% -$30.5K 0.41% 53
2026
Q1
$512K Hold
2,094
0.49% 49
2025
Q4
$433K Buy
+2,094
New +$414K 0.43% 53

Other funds holding JNJ

Birchwood Financial Partners's JNJ Position: Q2 2026 in Review

Birchwood Financial Partners reduced its Johnson & Johnson (JNJ) stake by 6.3% in Q2 2026, selling an estimated $30.5K and leaving 1,963 shares worth $499K. The position accounts for 0.41% of the portfolio, ranked #53.

Birchwood Financial Partners first reported a position in JNJ in Q4 2025 and has held it in 3 quarters since. The position peaked at $512K in Q1 2026. 4,665 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Birchwood Financial Partners held 1,963 shares of Johnson & Johnson worth $499K as of Q2 2026.
  • Birchwood Financial Partners sold 131 Johnson & Johnson shares in Q2 2026, an estimated $30.5K.
  • Johnson & Johnson made up 0.41% of Birchwood Financial Partners's portfolio in Q2 2026, its #53 holding.
  • Birchwood Financial Partners first reported a position in Johnson & Johnson in Q4 2025 and has held it in 3 quarters since.
  • Birchwood Financial Partners's Johnson & Johnson position peaked at $512K in Q1 2026.
  • 4,665 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.