Advisor OS, LLC JNJ — JOHNSON & JOHNSON

Ownership history in Advisor OS, LLC  ·  27 quarters on record

AI Ownership Summary

Advisor OS, LLC reported JOHNSON & JOHNSON (JNJ) in 27 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.84% in 2026 Q1. The latest visible filing shows JNJ at 0.84% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JNJ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Advisor OS, LLC's position in JOHNSON & JOHNSON, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

JNJ was reported at 0.84% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.84% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

JNJ stock page Advisor OS, LLC fund profile Advisor OS, LLC full holdings
How Advisor OS, LLC held JNJ — position size vs. price
% of Fund (quarterly)    JNJ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 13 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 47,715 +24,115 +102.2% 0.84% $11.7M 2026-05-08 $221.32
2026 Q1 REDUCED — — — 23,600 -24,949 -51.4% 0.00% $18K 2026-05-08 $221.32
2025 Q4 ADDED — — — 48,549 +22,449 +86.0% 0.81% $10.0M 2026-02-04 $233.23
2025 Q4 REDUCED 46.3% +18.7% ❌ 26,100 -22,532 -46.3% 0.00% $14K 2026-02-04 $233.23
2025 Q3 ADDED — — — 48,632 +20,632 +73.7% 0.78% $9.0M 2025-11-12 $192.14
2025 Q3 ADDED — — — 28,000 +7,600 +37.3% 0.00% $15K 2025-11-12 $192.14
2025 Q2 ADDED — — — 20,400 +660 +3.3% 0.31% $3.1M 2025-08-14 $171.44
2025 Q1 ADDED — — — 19,740 +1,127 +6.1% 0.37% $3.3M 2025-05-06 $150.28
2024 Q4 REDUCED — — — 18,613 -695 -3.6% 0.31% $2.7M 2025-02-05 $149.30
2024 Q3 ADDED — — — 19,308 +1,682 +9.5% 0.31% $3.1M 2024-11-04 $151.51
2024 Q2 REDUCED — — — 17,626 -184 -1.0% 0.28% $2.6M 2024-08-05 $153.23
2024 Q1 ADDED — — — 17,810 +1,835 +11.5% 0.32% $2.8M 2024-05-09 $141.26
2023 Q4 ADDED — — — 15,975 +2,087 +15.0% 0.33% $2.5M 2024-02-08 $146.32
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding JNJ

As of 2026 Q1 — sorted by position size

JOURNEY STRATEGIC WEALTH LLC 3Y 42.46% ARMSTRONG HENRY H ASSOCIATES INC 3Y 7Y 7.97% ACR Alpine Capital Research, LLC 3Y 7Y 7.87% Focused Investors LLC 3Y 7Y 7.44% LETSON INVESTMENT MANAGEMENT, INC. 7.42% NICHOLS & PRATT ADVISERS LLP /MA 3Y 7Y 7.41% Clark & Stuart, Inc 7.27% Slocum, Gordon & Co LLP 7.17% COERENTE CAPITAL MANAGEMENT 3Y 7.16% Hoya Capital Real Estate, LLC 3Y 6.8%

FAQ About Advisor OS, LLC and JNJ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Advisor OS, LLC reported owning JNJ?

Advisor OS, LLC reported JNJ across 13 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported JNJ position in Advisor OS, LLC's portfolio?

The largest reported portfolio weight for JNJ was 0.84% in 2026 Q1.

What is the latest reported JNJ position on this page?

The most recent filing on this page is 2026 Q1, when Advisor OS, LLC reported 47,715 shares, equal to 0.84% of portfolio, with an estimated market value of $11.7M.

What does the chart on this JNJ ownership page compare?

The chart compares Advisor OS, LLC's quarterly JNJ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Advisor OS, LLC time their JNJ position?

Based on 13F filing dates vs. subsequent JNJ price moves, Advisor OS, LLC correctly timed 12 out of 26 reported position changes (46%).

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