JNJ β€” JOHNSON & JOHNSON

Ownership history in PATRICK M SWEENEY & ASSOCIATES, INC  Β·  9 quarters on record

AI Ownership Summary

PATRICK M SWEENEY & ASSOCIATES, INC reported JOHNSON & JOHNSON (JNJ) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.23% in 2023 Q4. The latest visible filing shows JNJ at 1.17% 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 PATRICK M SWEENEY & ASSOCIATES, INC'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 1.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.23% in 2023 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 PATRICK M SWEENEY & ASSOCIATES, INC held JNJ β€” position size vs. price
% of Fund (quarterly)    JNJ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 9,034 -116 -1.3% 1.17% $1.9M 2026-02-14 (Est.) $242.16
2025 Q3 ADDED 9,150 +4 +0.0% 1.10% $1.7M 2025-11-12 $192.14
2025 Q2 ADDED 9,146 +102 +1.1% 0.98% $1.4M 2025-08-13 $171.15
2025 Q1 ADDED 9,044 +1 +0.0% 1.12% $1.5M 2025-04-14 $150.18
2024 Q4 ADDED 9,043 +56 +0.6% 0.98% $1.3M 2025-01-22 $140.21
2024 Q3 ADDED 8,987 +103 +1.2% 1.07% $1.5M 2024-10-22 $156.50
2024 Q2 ADDED 8,884 +221 +2.6% 1.04% $1.3M 2024-07-17 $148.79
2024 Q1 ADDED 8,663 +101 +1.2% 1.13% $1.4M 2024-04-25 $138.40
2023 Q4 INITIATED 8,562 β€” β€” 1.23% $1.3M 2024-02-06 $147.87

FAQ About PATRICK M SWEENEY & ASSOCIATES, INC and JNJ

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

How long has PATRICK M SWEENEY & ASSOCIATES, INC reported owning JNJ?

PATRICK M SWEENEY & ASSOCIATES, INC reported JNJ across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported JNJ position in PATRICK M SWEENEY & ASSOCIATES, INC's portfolio?

The largest reported portfolio weight for JNJ was 1.23% in 2023 Q4.

What is the latest reported JNJ position on this page?

The most recent filing on this page is 2025 Q4, when PATRICK M SWEENEY & ASSOCIATES, INC reported 9,034 shares, equal to 1.17% of portfolio, with an estimated market value of $1.9M.

What does the chart on this JNJ ownership page compare?

The chart compares PATRICK M SWEENEY & ASSOCIATES, INC'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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