JNJ — JOHNSON & JOHNSON

Ownership history in WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV  ·  48 quarters on record

This page tracks every 13F SEC filing in which WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 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 — sourced directly from SEC EDGAR 13F filings.

Peak position
4.15% (2016 Q1)
Avg. % of fund
2.95%
First filed
2014 Q1
Last filed
2025 Q4
Quarters held
48
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 34,536 -198 -0.6% 1.92% $7.1M $205.86
2025 Q3 REDUCED 34,734 -4,029 -10.4% 1.79% $6.4M $183.28
2025 Q2 REDUCED 38,763 -3,754 -8.8% 1.72% $5.9M $149.88
2025 Q1 ADDED 42,517 +435 +1.0% 2.12% $7.1M $161.34
44 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    JNJ price (monthly, adj. close)

Other funds also holding JNJ

As of 2025 Q4 — sorted by position size

JOURNEY STRATEGIC WEALTH LLC 3Y 38.36% Tri Locum Partners LP 3Y 16.21% Talaria Asset Management Pty Ltd 14.71% CINCINNATI INDEMNITY CO 3Y 7Y 12.98% Ardent Capital Management, Inc. 3Y 12.35% Mayar Capital Ltd. 3Y 8.78% Barbara Oil Co. 3Y 7Y 7.84% ACR Alpine Capital Research, LLC 3Y 7Y 7.22% RBO & CO LLC 3Y 7Y 7.16% Drexel Morgan & Co. 3Y 7Y 7.0%
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