Ball & Co Wealth Management Inc. JNJ — JOHNSON & JOHNSON

Ownership history in Ball & Co Wealth Management Inc.  ·  7 quarters on record

AI Ownership Summary

Ball & Co Wealth Management Inc. reported JOHNSON & JOHNSON (JNJ) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. The latest visible filing shows JNJ at 0.00% 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.

What this JNJ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ball & Co Wealth Management 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
2026 Q2

JNJ was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% 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
2024 Q4 to 2026 Q2

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.

How Ball & Co Wealth Management 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 23 — 0% 0.00% $5 2026-07-31 $255.09
2026 Q1 ADDED — — — 23 +1 +4.5% 0.00% $5 2026-05-01 $224.78
2025 Q4 UNCHANGED — — — 22 — 0% 0.00% $4K 2026-01-23 $216.66
2025 Q3 UNCHANGED — — — 22 — 0% 0.00% $4K 2025-10-24 $186.20
2025 Q2 UNCHANGED — — — 22 — 0% 0.00% $3K 2025-07-25 $163.39
2025 Q1 UNCHANGED — — — 22 — 0% 0.00% $3K 2025-05-09 $148.45
2024 Q4 INITIATED — — — 22 — — 0.00% $3K 2025-02-20 $153.71

FAQ About Ball & Co Wealth Management 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 Ball & Co Wealth Management Inc. reported owning JNJ?

Ball & Co Wealth Management Inc. reported JNJ across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported JNJ position in Ball & Co Wealth Management Inc.'s portfolio?

The largest reported portfolio weight for JNJ was 0.00% in 2026 Q1.

What is the latest reported JNJ position on this page?

The most recent filing on this page is 2026 Q2, when Ball & Co Wealth Management Inc. reported 23 shares, equal to 0.00% of portfolio, with an estimated market value of $5.

What does the chart on this JNJ ownership page compare?

The chart compares Ball & Co Wealth Management 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.

← Back to Ball & Co Wealth Management Inc. Holdings