Aufman Associates Inc JNJ — Johnson & Johnson

Ownership history in Aufman Associates Inc  ·  25 quarters on record

AI Ownership Summary

Aufman Associates Inc reported Johnson & Johnson (JNJ) in 25 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.42% in 2025 Q1. The latest visible filing shows JNJ at 0.36% 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 Aufman Associates Inc'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
2025 Q4

JNJ was reported at 0.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.42% in 2025 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 2025 Q4

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 Aufman Associates Inc fund profile Aufman Associates Inc full holdings
How Aufman Associates Inc 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 8.9% +18.7% ❌ 3,394 -332 -8.9% 0.36% $702K 2026-02-14 (Est.) $242.16
2025 Q3 ADDED — — — 3,726 +5 +0.1% 0.39% $691K 2025-11-12 $192.14
2025 Q2 REDUCED — — — 3,721 -5 -0.1% 0.35% $568K 2025-08-13 $171.15
2025 Q1 UNCHANGED — — — 3,726 — 0% 0.42% $618K 2025-05-14 $142.39
2024 Q4 UNCHANGED — — — 3,726 — 0% 0.36% $539K 2025-02-12 $149.85
2024 Q3 ADDED — — — 3,726 +880 +30.9% 0.39% $604K 2024-11-13 $146.72
2024 Q2 REDUCED — — — 2,846 -6 -0.2% 0.30% $416K 2024-08-09 $152.63
2024 Q1 UNCHANGED — — — 2,852 — 0% 0.32% $451K 2024-05-10 $141.31
2023 Q4 UNCHANGED — — — 2,852 — 0% 0.34% $447K 2024-02-14 $145.70
16 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 Aufman Associates Inc and JNJ

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

How long has Aufman Associates Inc reported owning JNJ?

Aufman Associates Inc reported JNJ across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported JNJ position in Aufman Associates Inc's portfolio?

The largest reported portfolio weight for JNJ was 0.42% in 2025 Q1.

What is the latest reported JNJ position on this page?

The most recent filing on this page is 2025 Q4, when Aufman Associates Inc reported 3,394 shares, equal to 0.36% of portfolio, with an estimated market value of $702K.

What does the chart on this JNJ ownership page compare?

The chart compares Aufman Associates Inc'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 Aufman Associates Inc time their JNJ position?

Based on 13F filing dates vs. subsequent JNJ price moves, Aufman Associates Inc correctly timed 9 out of 20 reported position changes (45%). The annualised alpha on JNJ relative to SPY over the holding period was -2.8%.

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