JNJ JOHNSON & JOHNSON

Ownership history in Boit C F David  ·  19 quarters on record

AI Ownership Summary

Boit C F David reported JOHNSON & JOHNSON (JNJ) in 19 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 3.85% in 2026 Q1. The latest visible filing shows JNJ at 3.85% 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 Boit C F David'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 3.85% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.85% 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.

How Boit C F David 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 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 35,500 -2,000 -5.3% 3.85% $8.7M 2026-04-09 $241.31
2025 Q4 UNCHANGED 37,500 0% 3.31% $7.7M 2026-01-15 $218.41
2025 Q3 UNCHANGED 37,500 0% 3.15% $7.0M 2025-10-28 $184.77
2025 Q2 UNCHANGED 37,500 0% 2.76% $5.7M 2025-07-30 $164.12
2025 Q1 REDUCED 37,500 -3,650 -8.9% 3.12% $6.2M 2025-04-08 $145.93
2024 Q4 UNCHANGED 41,150 0% 2.42% $6.0M 2025-01-24 $141.71
2024 Q3 REDUCED 41,150 -475 -1.1% 3.29% $6.6M 2024-10-07 $152.75
2024 Q2 UNCHANGED 41,625 0% 3.17% $6.1M 2024-07-10 $142.00
2024 Q1 UNCHANGED 41,625 0% 3.44% $6.3M 2024-05-02 $141.32
2023 Q4 ADDED 41,625 +1,500 +3.7% 3.78% $6.7M 2024-01-24 $148.71
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Boit C F David and JNJ

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

How long has Boit C F David reported owning JNJ?

Boit C F David reported JNJ across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported JNJ position in Boit C F David's portfolio?

The largest reported portfolio weight for JNJ was 3.85% in 2026 Q1.

What is the latest reported JNJ position on this page?

The most recent filing on this page is 2026 Q1, when Boit C F David reported 35,500 shares, equal to 3.85% of portfolio, with an estimated market value of $8.7M.

What does the chart on this JNJ ownership page compare?

The chart compares Boit C F David'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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