Birinyi Associates’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
Q1 | $4.16M | Buy |
+17,029
| New | +$3.97M | 1.13% | 18 |
|
|
2024
Q2 | – | Sell |
-1,552
| Closed | -$246K | – | 58 |
|
|
2024
Q1 | $246K | Sell |
1,552
-255
| -14% | -$40.6K | 0.08% | 51 |
|
|
2023
Q4 | $283K | Buy |
1,807
+4
| +0.2% | +$613 | 0.1% | 52 |
|
|
2023
Q3 | $281K | Buy |
1,803
+101
| +6% | +$16.7K | 0.11% | 50 |
|
|
2023
Q2 | $282K | Sell |
1,702
-2,498
| -59% | -$403K | 0.1% | 53 |
|
|
2023
Q1 | $651K | Hold |
4,200
| – | – | 0.27% | 44 |
|
|
2022
Q4 | $742K | Sell |
4,200
-4,000
| -49% | -$691K | 0.36% | 37 |
|
|
2022
Q3 | $1.34M | Buy |
8,200
+5,500
| +204% | +$931K | 0.63% | 27 |
|
|
2022
Q2 | $479K | Hold |
2,700
| – | – | 0.22% | 42 |
|
|
2022
Q1 | $479K | Hold |
2,700
| – | – | 0.17% | 43 |
|
|
2021
Q4 | $462K | Sell |
2,700
-250
| -8% | -$40.9K | 0.14% | 50 |
|
|
2021
Q3 | $476K | Hold |
2,950
| – | – | 0.16% | 51 |
|
|
2021
Q2 | $486K | Hold |
2,950
| – | – | 0.17% | 53 |
|
|
2021
Q1 | $485K | Hold |
2,950
| – | – | 0.18% | 51 |
|
|
2020
Q4 | $464K | Hold |
2,950
| – | – | 0.17% | 51 |
|
|
2020
Q3 | $439K | Hold |
2,950
| – | – | 0.19% | 52 |
|
|
2020
Q2 | $415K | Sell |
2,950
-4,750
| -62% | -$692K | 0.21% | 51 |
|
|
2020
Q1 | $1.01M | Sell |
7,700
-1,000
| -11% | -$142K | 0.55% | 30 |
|
|
2019
Q4 | $1.27M | Hold |
8,700
| – | – | 0.53% | 34 |
|
|
2019
Q3 | $1.13M | Hold |
8,700
| – | – | 0.49% | 38 |
|
|
2019
Q2 | $1.21M | Sell |
8,700
-750
| -8% | -$104K | 0.51% | 37 |
|
|
2019
Q1 | $1.32M | Sell |
9,450
-3,000
| -24% | -$402K | 0.57% | 37 |
|
|
2018
Q4 | $1.61M | Buy |
12,450
+2,750
| +28% | +$384K | 0.8% | 26 |
|
|
2018
Q3 | $1.34M | Buy |
9,700
+500
| +5% | +$66.4K | 0.48% | 33 |
|
|
2018
Q2 | $1.12M | Sell |
9,200
-500
| -5% | -$62.4K | 0.44% | 37 |
|
|
2018
Q1 | $1.24M | Sell |
9,700
-750
| -7% | -$101K | 0.51% | 40 |
|
|
2017
Q4 | $1.46M | Hold |
10,450
| – | – | 0.65% | 34 |
|
|
2017
Q3 | $1.36M | Sell |
10,450
-750
| -7% | -$99.4K | 0.65% | 35 |
|
|
2017
Q2 | $1.48M | Buy |
11,200
+1,500
| +15% | +$191K | 0.7% | 34 |
|
|
2017
Q1 | $1.21M | Sell |
9,700
-1,500
| -13% | -$179K | 0.6% | 41 |
|
|
2016
Q4 | $1.29M | Sell |
11,200
-600
| -5% | -$69.3K | 0.73% | 32 |
|
|
2016
Q3 | $1.39M | Buy |
11,800
+200
| +2% | +$24.3K | 0.75% | 36 |
|
|
2016
Q2 | $1.41M | Buy |
11,600
+400
| +4% | +$45.5K | 0.61% | 38 |
|
|
2016
Q1 | $1.21M | Sell |
11,200
-3,500
| -24% | -$362K | 0.54% | 41 |
|
|
2015
Q4 | $1.51M | Sell |
14,700
-2,550
| -15% | -$256K | 0.98% | 23 |
|
|
2015
Q3 | $1.61M | Buy |
17,250
+5,050
| +41% | +$489K | 0.7% | 37 |
|
|
2015
Q2 | $1.19M | Sell |
12,200
-214
| -2% | -$21.4K | 0.81% | 27 |
|
|
2015
Q1 | $1.25M | Buy |
12,414
+214
| +2% | +$21.8K | 0.83% | 23 |
|
|
2014
Q4 | $1.28M | Sell |
12,200
-500
| -4% | -$52.7K | 0.57% | 36 |
|
|
2014
Q3 | $1.35M | Hold |
12,700
| – | – | 0.62% | 33 |
|
|
2014
Q2 | $1.33M | Hold |
12,700
| – | – | 0.61% | 34 |
|
|
2014
Q1 | $1.25M | Buy |
12,700
+600
| +5% | +$55.6K | 0.63% | 33 |
|
|
2013
Q4 | $1.11M | Sell |
12,100
-750
| -6% | -$69.1K | 0.59% | 31 |
|
|
2013
Q3 | $1.11M | Buy |
12,850
+4,000
| +45% | +$359K | 0.63% | 30 |
|
|
2013
Q2 | $760K | Buy |
+8,850
| New | +$751K | 0.46% | 34 |
|
Other funds holding JNJ
VCM
VPM
Birinyi Associates's JNJ Position: Q1 2026 in Review
Birinyi Associates opened a new position in Johnson & Johnson (JNJ) in Q1 2026: 17,029 shares worth $4.16M. The stake represents 1.13% of the portfolio and ranks #18 among its holdings. This is a return to the name: Birinyi Associates previously reported a position in JNJ as recently as Q1 2024.
Birinyi Associates first reported a position in JNJ in Q2 2013 and has held it in 45 quarters since. 4,618 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.
- Birinyi Associates held 17,029 shares of Johnson & Johnson worth $4.16M as of Q1 2026.
- Johnson & Johnson was a new Birinyi Associates position in Q1 2026.
- Johnson & Johnson made up 1.13% of Birinyi Associates's portfolio in Q1 2026, its #18 holding.
- Birinyi Associates first reported a position in Johnson & Johnson in Q2 2013 and has held it in 45 quarters since.
- 4,618 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.
Based on Birinyi Associates's 13F filing for Q1 2026, filed 4 May 2026.