JNJ JOHNSON & JOHNSON

Ownership history in WELCH & FORBES LLC  ·  108 quarters on record

AI Ownership Summary

WELCH & FORBES LLC reported JOHNSON & JOHNSON (JNJ) in 108 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.82% in 2023 Q4. The latest visible filing shows JNJ at 1.68% 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 WELCH & FORBES 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
2025 Q4

JNJ was reported at 1.68% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.82% 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.

How WELCH & FORBES LLC held JNJ — position size vs. price
% of Fund (quarterly)    JNJ price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 670,094 -5,761 -0.9% 1.68% $138.7M 2026-02-14 (Est.) $242.16
2025 Q3 REDUCED 675,855 -11,287 -1.6% 1.51% $125.3M 2025-11-04 $184.70
2025 Q2 REDUCED 687,142 -55 -0.0% 1.31% $105.0M 2025-08-05 $167.54
2025 Q1 REDUCED 687,197 -5,409 -0.8% 1.49% $114.0M 2025-05-02 $151.89
2024 Q4 REDUCED 692,606 -13,518 -1.9% 1.29% $100.2M 2025-02-07 $147.79
2024 Q3 REDUCED 706,124 -10,064 -1.4% 1.46% $114.4M 2024-11-04 $151.51
2024 Q2 REDUCED 716,188 -25,720 -3.5% 1.40% $105.2M 2024-08-02 $155.98
2024 Q1 REDUCED 741,908 -26,937 -3.5% 1.61% $117.4M 2024-05-03 $140.71
2023 Q4 REDUCED 768,845 -14,706 -1.9% 1.82% $120.5M 2024-02-06 $147.87
99 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About WELCH & FORBES 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 WELCH & FORBES LLC reported owning JNJ?

WELCH & FORBES LLC reported JNJ across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported JNJ position in WELCH & FORBES LLC's portfolio?

The largest reported portfolio weight for JNJ was 1.82% in 2023 Q4.

What is the latest reported JNJ position on this page?

The most recent filing on this page is 2025 Q4, when WELCH & FORBES LLC reported 670,094 shares, equal to 1.68% of portfolio, with an estimated market value of $138.7M.

What does the chart on this JNJ ownership page compare?

The chart compares WELCH & FORBES 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.

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