Ownership history in Wallace Advisory Group, LLC Β· 13 quarters on record
This page tracks every 13F SEC filing in which Wallace Advisory Group, LLC reported a position in JOHNSON & JOHNSON (JNJ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Wallace Advisory Group, LLC underperformed the S&P 500 by β5.1% annually on this JNJ position. Timing score: 40% (4/10 decisions correct). Average cost basis: $149.88. Maximum drawdown during holding period: β10.0%.
β Significantly underperformed the S&P 500 by 5.1% ann.
11 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
4 of 10 add/trim decisions correct
Best entry: $149.88 (2025 Q2) Β· Worst: $149.88 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
2 adds Β· 10 trims. Bought during 1 of 4 down-price quarters. π Predominantly trimming β distribution phase.
π Wallace Advisory Group, LLC has been actively increasing its JNJ allocation β a bullish signal from insiders.
Currently 1.46% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size