JNJ JOHNSON &JOHNSON

Ownership history in Slocum, Gordon & Co LLP  ·  11 quarters on record

AI Ownership Summary

Slocum, Gordon & Co LLP reported JOHNSON &JOHNSON (JNJ) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 7.18% in 2023 Q4. The latest visible filing shows JNJ at 7.17% 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. 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 Slocum, Gordon & Co LLP'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
2026 Q1

JNJ was reported at 7.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.18% 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 Slocum, Gordon & Co LLP 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 Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 43,127 -304 -0.7% 7.17% $10.5M 2026-04-15 $238.67
2025 Q4 REDUCED 43,431 -347 -0.8% 6.51% $9.0M 2026-01-26 $220.32
2025 Q3 REDUCED 43,778 -86 -0.2% 6.47% $8.1M 2025-10-17 $190.99
2025 Q2 REDUCED 43,864 -2,961 -6.3% 5.40% $6.7M 2025-08-19 $174.46
2025 Q1 REDUCED 46,825 -524 -1.1% 5.78% $7.8M 2025-04-23 $151.17
2024 Q4 REDUCED 47,349 -2,257 -4.5% 5.63% $6.8M 2025-01-28 $145.14
2024 Q3 REDUCED 49,606 -1,900 -3.7% 3.23% $8.0M 2024-11-04 $151.51
2024 Q2 REDUCED 51,506 -389 -0.7% 5.60% $7.5M 2024-08-05 $153.23
2024 Q1 REDUCED 51,895 -330 -0.6% 6.09% $8.2M 2024-05-02 $141.32
2023 Q4 REDUCED 52,225 -8,659 -14.2% 7.18% $8.2M 2024-02-14 $145.70
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Slocum, Gordon & Co LLP and JNJ

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

How long has Slocum, Gordon & Co LLP reported owning JNJ?

Slocum, Gordon & Co LLP reported JNJ across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported JNJ position in Slocum, Gordon & Co LLP's portfolio?

The largest reported portfolio weight for JNJ was 7.18% in 2023 Q4.

What is the latest reported JNJ position on this page?

The most recent filing on this page is 2026 Q1, when Slocum, Gordon & Co LLP reported 43,127 shares, equal to 7.17% of portfolio, with an estimated market value of $10.5M.

What does the chart on this JNJ ownership page compare?

The chart compares Slocum, Gordon & Co LLP'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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