W ADVISORS, LLC JNJ JOHNSON & JOHNSON

Ownership history in W ADVISORS, LLC  ·  15 quarters on record

AI Ownership Summary

W ADVISORS, LLC reported JOHNSON & JOHNSON (JNJ) in 15 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.16% in 2026 Q1. The latest visible filing shows JNJ at 1.16% 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 W ADVISORS, 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
2026 Q1

JNJ was reported at 1.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.16% in 2026 Q1

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 W ADVISORS, LLC 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 ADDED 9,237 +86 +0.9% 1.16% $2.3M 2026-04-29 $227.35
2025 Q4 UNCHANGED 9,151 0% 0.95% $1.9M 2026-02-13 $242.16
2025 Q3 REDUCED 9,151 -1 -0.0% 0.89% $1.7M 2025-11-14 $193.66
2025 Q2 REDUCED 9,152 -59 -0.6% 0.80% $1.4M 2025-08-07 $168.31
2025 Q1 ADDED 9,211 +537 +6.2% 0.96% $1.5M 2025-05-13 $144.42
2024 Q4 REDUCED 8,674 -442 -4.8% 0.78% $1.3M 2025-01-22 $140.21
2024 Q3 ADDED 9,116 +80 +0.9% 0.91% $1.5M 2024-10-28 $154.73
2024 Q2 ADDED 9,036 +72 +0.8% 0.87% $1.3M 2024-08-06 $151.06
2024 Q1 ADDED 8,964 +21 +0.2% 0.97% $1.4M 2024-04-25 $138.40
2023 Q4 ADDED 8,943 +279 +3.2% 1.04% $1.4M 2024-02-06 $147.87
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About W ADVISORS, 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 W ADVISORS, LLC reported owning JNJ?

W ADVISORS, LLC reported JNJ across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported JNJ position in W ADVISORS, LLC's portfolio?

The largest reported portfolio weight for JNJ was 1.16% in 2026 Q1.

What is the latest reported JNJ position on this page?

The most recent filing on this page is 2026 Q1, when W ADVISORS, LLC reported 9,237 shares, equal to 1.16% of portfolio, with an estimated market value of $2.3M.

What does the chart on this JNJ ownership page compare?

The chart compares W ADVISORS, 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.

How well did W ADVISORS, LLC time their JNJ position?

Based on 13F filing dates vs. subsequent JNJ price moves, W ADVISORS, LLC correctly timed 6 out of 13 reported position changes (46%). The annualised alpha on JNJ relative to SPY over the holding period was -4.9%.

← Back to W ADVISORS, LLC Holdings