JNJ — JOHNSON & JOHNSON

Ownership history in XML Financial, LLC  ·  25 quarters on record

This page tracks every 13F SEC filing in which XML Financial, 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 — sourced directly from SEC EDGAR 13F filings.

Peak position
1.37% (2023 Q2)
Avg. % of fund
0.93%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 63,389 -5,257 -7.7% 1.07% $13.1M $205.86
2025 Q3 REDUCED 68,646 -1,586 -2.3% 1.04% $12.7M $183.28
2025 Q2 REDUCED 70,232 -264 -0.4% 0.93% $10.7M $149.88
2025 Q1 ADDED 70,496 +959 +1.4% 1.09% $11.7M $161.34
21 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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