JNJ JOHNSON & JOHNSON

Ownership history in McBroom & Associates, LLC  ·  17 quarters on record

AI Ownership Summary

McBroom & Associates, LLC reported JOHNSON & JOHNSON (JNJ) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.66% in 2025 Q4. The latest visible filing shows JNJ at 3.66% 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 McBroom & Associates, 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
2025 Q4

JNJ was reported at 3.66% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.66% in 2025 Q4

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 Q4

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 McBroom & Associates, LLC held JNJ — position size vs. price
% of Fund (quarterly)    JNJ price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 36,345 +8,205 +29.2% 3.66% $7.5M 2026-02-14 (Est.) $242.16
2025 Q3 REDUCED 28,140 -1,195 -4.1% 2.48% $5.2M 2025-10-29 $184.44
2025 Q2 UNCHANGED 29,335 0% 2.78% $4.9M 2025-08-05 $167.54
2025 Q1 REDUCED 29,335 -730 -2.4% 2.78% $4.9M 2025-04-17 $153.20
2024 Q4 REDUCED 30,065 -1,369 -4.4% 2.46% $4.3M 2025-01-29 $145.89
2024 Q3 ADDED 31,434 +3,345 +11.9% 3.12% $5.1M 2024-10-18 $158.10
2024 Q2 ADDED 28,089 +215 +0.8% 2.57% $4.1M 2024-08-07 $151.00
2024 Q1 REDUCED 27,874 -339 -1.2% 2.90% $4.4M 2024-04-16 $136.17
2023 Q4 REDUCED 28,213 -798 -2.8% 3.22% $4.4M 2024-01-08 $151.12
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About McBroom & Associates, 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 McBroom & Associates, LLC reported owning JNJ?

McBroom & Associates, LLC reported JNJ across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported JNJ position in McBroom & Associates, LLC's portfolio?

The largest reported portfolio weight for JNJ was 3.66% in 2025 Q4.

What is the latest reported JNJ position on this page?

The most recent filing on this page is 2025 Q4, when McBroom & Associates, LLC reported 36,345 shares, equal to 3.66% of portfolio, with an estimated market value of $7.5M.

What does the chart on this JNJ ownership page compare?

The chart compares McBroom & Associates, 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.

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