Swanson James D. has demonstrated a clear selling bias in recent transactions involving Johnson & Johnson (JNJ), with no recent purchases reported. Over 26 tracked trades, Swanson has sold a total of $16.52 million worth of JNJ shares while acquiring $10.20 million in holdings, reflecting a net divestment trend. The most significant transactions occurred in February 2026, including a $4.98 million sale on February 17 and two large disposals on February 13 totaling $5.41 million and $4.72 million. Smaller transactions, such as a $266,793 sale on February 12, 2024, and an $86,606.82 sale on February 8, 2024, further reinforce the pattern of reducing exposure to JNJ.
The filings also show derivative transactions marked as "M" (merger/acquisition) and "F" (other), though these represent smaller dollar values compared to outright sales. For instance, a $752,026.05 transaction on February 15, 2026, and an $867,418.85 transaction on February 13, 2026, were classified under these codes. The absence of recent buys, combined with the concentration of activity in JNJ, suggests a strategic shift away from the company’s stock. The timing and scale of these disposals—particularly the multi-million-dollar sales clustered in February 2026—indicate a deliberate reduction in holdings rather than routine portfolio rebalancing.
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