Private Capital Advisors, Inc. JNJ JOHNSON AND JOHNSON COM

Ownership history in Private Capital Advisors, Inc.  ·  78 quarters on record

AI Ownership Summary

Private Capital Advisors, Inc. reported JOHNSON AND JOHNSON COM (JNJ) in 78 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.09% in 2023 Q4. The latest visible filing shows JNJ at 0.09% 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 Private Capital Advisors, Inc.'s position in JOHNSON AND 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 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% 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 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 Private Capital Advisors, Inc. 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 UNCHANGED 3,301 0% 0.09% $807K 2026-05-12 $222.98
2025 Q4 REDUCED 3,301 -56 -1.7% 0.07% $683K 2026-02-09 $236.02
2025 Q3 REDUCED 14.1% +12.7% 3,357 -550 -14.1% 0.07% $622K 2025-11-12 $191.04
2025 Q2 UNCHANGED 3,907 0% 0.07% $597K 2025-08-14 (Est.) $170.46
2025 Q1 UNCHANGED 3,907 0% 0.08% $648K 2025-05-02 $151.02
2024 Q4 UNCHANGED 3,907 0% 0.07% $565K 2025-01-21 $142.17
2024 Q3 UNCHANGED 3,907 0% 0.07% $633K 2024-11-04 $150.65
2024 Q2 UNCHANGED 3,907 0% 0.06% $571K 2024-08-02 $155.09
2024 Q1 UNCHANGED 3,907 0% 0.08% $618K 2024-04-29 $137.61
2023 Q4 REDUCED 32.6% +1.4% 3,907 -1,890 -32.6% 0.09% $612K 2024-02-13 $145.55
68 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Private Capital Advisors, 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 Private Capital Advisors, Inc. reported owning JNJ?

Private Capital Advisors, Inc. reported JNJ across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported JNJ position in Private Capital Advisors, Inc.'s portfolio?

The largest reported portfolio weight for JNJ was 0.09% in 2023 Q4.

What is the latest reported JNJ position on this page?

The most recent filing on this page is 2026 Q1, when Private Capital Advisors, Inc. reported 3,301 shares, equal to 0.09% of portfolio, with an estimated market value of $807K.

What does the chart on this JNJ ownership page compare?

The chart compares Private Capital Advisors, 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.

How well did Private Capital Advisors, Inc. time their JNJ position?

Based on 13F filing dates vs. subsequent JNJ price moves, Private Capital Advisors, Inc. correctly timed 23 out of 50 reported position changes (46%). The annualised alpha on JNJ relative to SPY over the holding period was -1.0%.

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