JNJ β€” JOHNSON & JOHNSON

Ownership history in Constitution Capital LLC  Β·  21 quarters on record

This page tracks every 13F SEC filing in which Constitution Capital LLC reported a position in JOHNSON & JOHNSON (JNJ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
4.76% (2022 Q4)
πŸ“Š Avg. % of fund
2.32%
πŸ“… First filed
2020 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
21

Position Intelligence

Constitution Capital LLC Γ— JNJ AI Analytics

πŸ“‰ Constitution Capital LLC underperformed the S&P 500 by –4.7% annually on this JNJ position. Timing score: 60% (12/20 decisions correct). Average cost basis: $149.14. Maximum drawdown during holding period: –13.4%.

πŸ“ˆ Position Alpha vs SPY
-4.7%
annualised excess return

⚠️ Trailed SPY by 4.7% ann. on this position.
20 quarters analyzed

⏱️ Timing Score
60%

βœ… Decent timing β€” more right than wrong on entries and exits.
12 of 20 add/trim decisions correct

πŸ’° Entry Quality
$149.14
+38.0% vs current ($205.86)

Best entry: $135.82 (2020 Q4)  Β·  Worst: $183.28 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–13.4%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
62%
buy-side decisions

13 adds Β· 8 trims. Bought during 5 of 7 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ Constitution Capital LLC has been actively increasing its JNJ allocation β€” a bullish signal from insiders.
Currently 2.56% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    JNJ price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 26,145 -1,945 -6.9% 2.56% $5.4M $205.86
2025 Q3 ADDED 28,090 +9,680 +52.6% 2.44% $5.2M $183.28
2025 Q2 ADDED 18,410 +2,965 +19.2% 1.43% $2.8M $149.88
2025 Q1 ADDED 15,445 +1,950 +14.4% 1.42% $2.6M $161.34
2024 Q4 ADDED 13,495 +1,153 +9.3% 1.09% $2.0M $139.58
2024 Q3 REDUCED 12,342 -1,685 -12.0% 1.07% $2.0M $155.17
2024 Q2 REDUCED 14,027 -1,650 -10.5% 1.08% $2.1M $138.89
2024 Q1 ADDED 15,677 +300 +2.0% 1.40% $2.5M $149.12
2023 Q4 REDUCED 15,377 -635 -4.0% 1.45% $2.4M $146.64
2023 Q3 ADDED 16,012 +168 +1.1% 1.70% $2.5M $144.55
11 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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