JNJ JOHNSON & JOHNSON

Ownership history in Beacon Bank & Trust  ·  22 quarters on record

AI Ownership Summary

Beacon Bank & Trust reported JOHNSON & JOHNSON (JNJ) in 22 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.25% in 2025 Q4. The latest visible filing shows JNJ at 1.25% 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 Beacon Bank & Trust'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 1.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.25% in 2025 Q4

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.

How Beacon Bank & Trust held JNJ — position size vs. price
% of Fund (quarterly)    JNJ price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 29,709 -578 -1.9% 1.25% $6.1M 2026-02-14 (Est.) $242.16
2025 Q3 REDUCED 30,287 -801 -2.6% 1.21% $5.6M 2025-10-24 $188.20
2025 Q2 ADDED 31,088 +5,711 +22.5% 1.08% $4.7M 2025-07-09 $153.35
2025 Q1 ADDED 25,377 +597 +2.4% 1.03% $4.2M 2025-04-17 $153.20
2024 Q4 REDUCED 24,780 -3,175 -11.4% 0.83% $3.6M 2025-01-22 $140.21
2024 Q3 ADDED 27,955 +5,410 +24.0% 1.06% $4.5M 2024-10-18 $158.10
2024 Q2 REDUCED 22,545 -169 -0.7% 0.83% $3.3M 2024-07-12 $142.43
2024 Q1 ADDED 22,714 +715 +3.3% 0.89% $3.6M 2024-04-24 $140.01
2023 Q4 ADDED 21,999 +142 +0.6% 0.91% $3.4M 2024-01-22 $152.00
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Beacon Bank & Trust and JNJ

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

How long has Beacon Bank & Trust reported owning JNJ?

Beacon Bank & Trust reported JNJ across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported JNJ position in Beacon Bank & Trust's portfolio?

The largest reported portfolio weight for JNJ was 1.25% in 2025 Q4.

What is the latest reported JNJ position on this page?

The most recent filing on this page is 2025 Q4, when Beacon Bank & Trust reported 29,709 shares, equal to 1.25% of portfolio, with an estimated market value of $6.1M.

What does the chart on this JNJ ownership page compare?

The chart compares Beacon Bank & Trust'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.

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