JNJ JOHNSON & JOHNSON COM

Ownership history in MARSHALL & SULLIVAN INC /WA/  ·  90 quarters on record

AI Ownership Summary

MARSHALL & SULLIVAN INC /WA/ reported JOHNSON & JOHNSON COM (JNJ) in 90 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 2.62% in 2025 Q3. The latest visible filing shows JNJ at 2.62% 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 MARSHALL & SULLIVAN INC /WA/'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
2025 Q3

JNJ was reported at 2.62% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.62% in 2025 Q3

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 2025 Q3

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 MARSHALL & SULLIVAN INC /WA/ 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 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 30,455 +246 +0.8% 2.62% $5.6M 2025-11-14 (Est.) $193.66
2025 Q2 ADDED 30,209 +124 +0.4% 2.22% $4.6M 2025-07-11 $153.96
2025 Q1 REDUCED 30,085 -70 -0.2% 2.53% $5.0M 2025-04-10 $144.66
2024 Q4 ADDED 30,155 +474 +1.6% 2.13% $4.4M 2025-01-13 $139.44
2024 Q3 REDUCED 29,681 -266 -0.9% 2.31% $4.8M 2024-10-09 $153.82
2024 Q2 REDUCED 29,947 -178 -0.6% 2.19% $4.4M 2024-07-12 $142.43
2024 Q1 ADDED 30,125 +43 +0.1% 2.36% $4.8M 2024-04-10 $141.59
2023 Q4 REDUCED 30,082 -18 -0.1% 2.49% $4.7M 2024-01-11 $150.76
82 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MARSHALL & SULLIVAN INC /WA/ and JNJ

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

How long has MARSHALL & SULLIVAN INC /WA/ reported owning JNJ?

MARSHALL & SULLIVAN INC /WA/ reported JNJ across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported JNJ position in MARSHALL & SULLIVAN INC /WA/'s portfolio?

The largest reported portfolio weight for JNJ was 2.62% in 2025 Q3.

What is the latest reported JNJ position on this page?

The most recent filing on this page is 2025 Q3, when MARSHALL & SULLIVAN INC /WA/ reported 30,455 shares, equal to 2.62% of portfolio, with an estimated market value of $5.6M.

What does the chart on this JNJ ownership page compare?

The chart compares MARSHALL & SULLIVAN INC /WA/'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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