ENZI WEALTH JNJ — JOHNSON & JOHNSON

Ownership history in ENZI WEALTH  ·  10 quarters on record

AI Ownership Summary

ENZI WEALTH reported JOHNSON & JOHNSON (JNJ) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.3% in 2026 Q1. The latest visible filing shows JNJ at 0.30% 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 ENZI WEALTH'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 0.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.3% 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.

JNJ stock page ENZI WEALTH fund profile ENZI WEALTH full holdings
How ENZI WEALTH 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 Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 3,555 +14 +0.4% 0.30% $869K 2026-04-24 $227.50
2025 Q4 ADDED — — — 3,541 +14 +0.4% 0.27% $774K 2026-01-15 $218.41
2025 Q3 ADDED — — — 3,527 +44 +1.3% 0.24% $678K 2025-10-17 $190.99
2025 Q2 REDUCED — — — 3,483 -2 -0.1% 0.20% $546K 2025-07-14 $153.88
2025 Q1 ADDED — — — 3,485 +420 +13.7% 0.22% $540K 2025-04-25 $150.39
2024 Q4 REDUCED — — — 3,065 -136 -4.2% 0.17% $445K 2025-01-23 $141.53
2024 Q3 ADDED — — — 3,201 +111 +3.6% 0.20% $517K 2024-10-15 $157.12
2024 Q2 ADDED — — — 3,090 +83 +2.8% 0.20% $453K 2024-07-22 $146.57
2024 Q1 UNCHANGED — — — 3,007 — 0% 0.21% $444K 2024-04-16 $136.17
2023 Q4 INITIATED — — — 3,007 — — 0.23% $471K 2024-02-14 $145.70

🏢 Other funds also holding JNJ

As of 2026 Q1 — sorted by position size

JOURNEY STRATEGIC WEALTH LLC 3Y 42.46% ARMSTRONG HENRY H ASSOCIATES INC 3Y 7Y 7.97% ACR Alpine Capital Research, LLC 3Y 7Y 7.87% Focused Investors LLC 3Y 7Y 7.44% LETSON INVESTMENT MANAGEMENT, INC. 7.42% NICHOLS & PRATT ADVISERS LLP /MA 3Y 7Y 7.41% Clark & Stuart, Inc 7.27% Slocum, Gordon & Co LLP 7.17% COERENTE CAPITAL MANAGEMENT 3Y 7.16% Hikari Power Ltd 3Y 7Y 6.58%

FAQ About ENZI WEALTH and JNJ

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

How long has ENZI WEALTH reported owning JNJ?

ENZI WEALTH reported JNJ across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported JNJ position in ENZI WEALTH's portfolio?

The largest reported portfolio weight for JNJ was 0.30% in 2026 Q1.

What is the latest reported JNJ position on this page?

The most recent filing on this page is 2026 Q1, when ENZI WEALTH reported 3,555 shares, equal to 0.30% of portfolio, with an estimated market value of $869K.

What does the chart on this JNJ ownership page compare?

The chart compares ENZI WEALTH'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 ENZI WEALTH time their JNJ position?

Based on 13F filing dates vs. subsequent JNJ price moves, ENZI WEALTH correctly timed 4 out of 8 reported position changes (50%). The annualised alpha on JNJ relative to SPY over the holding period was +2.7%.

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