Concurrent Investment Advisors, LLC JNJ — JOHNSON & JOHNSON

Ownership history in Concurrent Investment Advisors, LLC  ·  11 quarters on record

AI Ownership Summary

Concurrent Investment Advisors, LLC reported JOHNSON & JOHNSON (JNJ) in 11 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.52% in 2026 Q1. The latest visible filing shows JNJ at 0.52% 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 Concurrent Investment Advisors, 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 0.52% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.52% 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 Q1 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 Concurrent Investment Advisors, LLC fund profile Concurrent Investment Advisors, LLC full holdings
How Concurrent Investment Advisors, 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 11 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 196,768 -9,520 -4.6% 0.52% $48.1M 2026-04-21 $224.87
2025 Q4 ADDED — — — 206,288 +204,288 +10214.4% 0.49% $42.7M 2026-01-29 $224.80
2025 Q4 REDUCED 98.3% +18.7% ❌ 2,000 -118,417 -98.3% 0.00% $414K 2026-01-29 $224.80
2025 Q3 ADDED — — — 120,417 +118,417 +5920.9% 0.38% $22.3M 2025-10-27 $187.02
2025 Q3 REDUCED 98.4% +12.7% ❌ 2,000 -120,127 -98.4% 0.01% $371K 2025-10-27 $187.02
2025 Q2 ADDED — — — 122,127 +9,700 +8.6% 0.36% $18.7M 2025-07-25 $164.20
2025 Q1 ADDED — — — 112,427 +18,902 +20.2% 0.45% $18.6M 2025-04-29 $150.82
2024 Q4 REDUCED 8.1% +15.6% ❌ 93,525 -8,211 -8.1% 0.36% $13.5M 2025-02-03 $145.74
2024 Q3 ADDED — — — 101,736 +8,352 +8.9% 0.49% $16.5M 2024-10-30 $152.90
2024 Q2 ADDED — — — 93,384 +21,016 +29.0% 0.45% $13.6M 2024-07-30 $152.43
2024 Q1 INITIATED — — — 72,368 — — 0.46% $11.4M 2024-05-07 $139.39

🏢 Other funds also holding JNJ

As of 2026 Q1 — sorted by position size

JOURNEY STRATEGIC WEALTH LLC 3Y 42.46% Ardent Capital Management, Inc. 3Y 15.39% CINCINNATI INDEMNITY CO 3Y 7Y 15.18% Tri Locum Partners LP 3Y 14.22% Barbara Oil Co. 3Y 7Y 9.61% RBO & CO LLC 3Y 7Y 8.49% ARMSTRONG HENRY H ASSOCIATES INC 3Y 7Y 7.97% ACR Alpine Capital Research, LLC 3Y 7Y 7.87% Drexel Morgan & Co. 3Y 7Y 7.75% Focused Investors LLC 3Y 7Y 7.44%

FAQ About Concurrent Investment Advisors, 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 Concurrent Investment Advisors, LLC reported owning JNJ?

Concurrent Investment Advisors, LLC reported JNJ across 11 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported JNJ position in Concurrent Investment Advisors, LLC's portfolio?

The largest reported portfolio weight for JNJ was 0.52% in 2026 Q1.

What is the latest reported JNJ position on this page?

The most recent filing on this page is 2026 Q1, when Concurrent Investment Advisors, LLC reported 196,768 shares, equal to 0.52% of portfolio, with an estimated market value of $48.1M.

What does the chart on this JNJ ownership page compare?

The chart compares Concurrent Investment Advisors, 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 Concurrent Investment Advisors, LLC time their JNJ position?

Based on 13F filing dates vs. subsequent JNJ price moves, Concurrent Investment Advisors, LLC correctly timed 8 out of 10 reported position changes (80%). The annualised alpha on JNJ relative to SPY over the holding period was +11.6%.

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