S&CO INC JNJ — D JOHNSON & JOHNSON COM

Ownership history in S&CO INC  ·  103 quarters on record

AI Ownership Summary

S&CO INC reported D JOHNSON & JOHNSON COM (JNJ) in 103 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.26% in 2023 Q4. The latest visible filing shows JNJ at 2.03% 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 S&CO INC's position in D 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 Q4

JNJ was reported at 2.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.26% 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.

JNJ stock page S&CO INC fund profile S&CO INC full holdings
How S&CO 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 158,298 -465 -0.3% 2.03% $32.8M 2026-02-14 (Est.) $242.16
2025 Q3 REDUCED — — — 158,763 -4,960 -3.0% 1.80% $29.4M 2025-11-06 $184.81
2025 Q2 REDUCED — — — 163,723 -2,358 -1.4% 1.60% $25.0M 2025-08-07 $168.31
2025 Q1 REDUCED 5.1% -7.1% ✅ 166,081 -8,989 -5.1% 1.85% $27.5M 2025-05-08 $151.44
2024 Q4 REDUCED — — — 175,070 -291 -0.2% 1.72% $25.3M 2025-02-07 $147.79
2024 Q3 REDUCED — — — 175,361 -1,435 -0.8% 1.86% $28.4M 2024-11-07 $150.07
2024 Q2 REDUCED 5.3% +11.7% ❌ 176,796 -9,839 -5.3% 1.80% $25.8M 2024-08-08 $152.25
2024 Q1 REDUCED — — — 186,635 -1,250 -0.7% 2.08% $29.5M 2024-05-09 $141.26
2023 Q4 REDUCED — — — 187,885 -1,472 -0.8% 2.26% $29.4M 2024-02-12 $147.68
94 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding JNJ

As of 2026 Q1 — sorted by position size

JOURNEY STRATEGIC WEALTH LLC 3Y 42.46% ARMSTRONG HENRY H ASSOCIATES INC 3Y 7Y 7.97% ACR Alpine Capital Research, LLC 3Y 7Y 7.87% Focused Investors LLC 3Y 7Y 7.44% LETSON INVESTMENT MANAGEMENT, INC. 7.42% NICHOLS & PRATT ADVISERS LLP /MA 3Y 7Y 7.41% Clark & Stuart, Inc 7.27% Slocum, Gordon & Co LLP 7.17% COERENTE CAPITAL MANAGEMENT 3Y 7.16% Hikari Power Ltd 3Y 7Y 6.58%

FAQ About S&CO 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 S&CO INC reported owning JNJ?

S&CO INC reported JNJ across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported JNJ position in S&CO INC's portfolio?

The largest reported portfolio weight for JNJ was 2.26% in 2023 Q4.

What is the latest reported JNJ position on this page?

The most recent filing on this page is 2025 Q4, when S&CO INC reported 158,298 shares, equal to 2.03% of portfolio, with an estimated market value of $32.8M.

What does the chart on this JNJ ownership page compare?

The chart compares S&CO 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 S&CO INC time their JNJ position?

Based on 13F filing dates vs. subsequent JNJ price moves, S&CO INC correctly timed 37 out of 92 reported position changes (40%). The annualised alpha on JNJ relative to SPY over the holding period was +2.6%.

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