JNJ JOHNSON & JOHNSON COM

Ownership history in LVM CAPITAL MANAGEMENT LTD/MI  ·  101 quarters on record

AI Ownership Summary

LVM CAPITAL MANAGEMENT LTD/MI reported JOHNSON & JOHNSON COM (JNJ) in 101 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 3.27% in 2026 Q1. The latest visible filing shows JNJ at 3.27% 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 LVM CAPITAL MANAGEMENT LTD/MI's position in JOHNSON & JOHNSON COM, 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 3.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.27% 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 LVM CAPITAL MANAGEMENT LTD/MI 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 142,029 -3,259 -2.2% 3.27% $34.7M 2026-05-15 (Est.) $226.10
2025 Q4 REDUCED 145,288 -1,278 -0.9% 2.79% $30.1M 2026-01-12 $208.61
2025 Q3 REDUCED 146,566 -255 -0.2% 2.61% $27.2M 2025-10-09 $188.87
2025 Q2 REDUCED 146,821 -1,358 -0.9% 2.33% $22.4M 2025-07-02 $152.64
2025 Q1 REDUCED 148,179 -1,400 -0.9% 2.74% $24.6M 2025-04-08 $145.93
2024 Q4 REDUCED 149,579 -1,681 -1.1% 2.33% $21.6M 2025-01-10 $137.11
2024 Q3 UNCHANGED 151,260 0% 2.52% $22.1M 2024-10-03 $153.68
2024 Q2 ADDED 151,260 +38 +0.0% 2.52% $22.1M 2024-07-16 $143.50
2024 Q1 ADDED 151,222 +2,954 +2.0% 2.83% $23.9M 2024-04-15 $139.13
2023 Q4 ADDED 148,268 +3,476 +2.4% 2.98% $23.2M 2024-01-12 $151.92
91 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LVM CAPITAL MANAGEMENT LTD/MI and JNJ

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

How long has LVM CAPITAL MANAGEMENT LTD/MI reported owning JNJ?

LVM CAPITAL MANAGEMENT LTD/MI reported JNJ across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported JNJ position in LVM CAPITAL MANAGEMENT LTD/MI's portfolio?

The largest reported portfolio weight for JNJ was 3.27% in 2026 Q1.

What is the latest reported JNJ position on this page?

The most recent filing on this page is 2026 Q1, when LVM CAPITAL MANAGEMENT LTD/MI reported 142,029 shares, equal to 3.27% of portfolio, with an estimated market value of $34.7M.

What does the chart on this JNJ ownership page compare?

The chart compares LVM CAPITAL MANAGEMENT LTD/MI'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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