SEC 13F Intelligence

Lvm Capital Management Ltd/Mi / JNJ

Lvm Capital Management Ltd/Mi’s Johnson & Johnson Position

Does Lvm Capital Management Ltd/Mi own Johnson & Johnson (JNJ)? Yes — 141.8K shares worth $36M (+3.01% of its 13F portfolio) as of Q2 2026, down from 142.0K shares the prior filed quarter.

Position Value
$36M
Q2 2026
Shares
141.8K
% of Portfolio
+3.01%
Quarters Held
30
currently held

Position History JNJ

Reported value by quarter
Q1 ’19: $17MQ1 ’19Q2 ’19: $17MQ3 ’19: $15MQ4 ’19: $17MQ1 ’20: $16MQ1 ’20Q2 ’20: $17MQ3 ’20: $19MQ4 ’20: $20MQ1 ’21: $21MQ1 ’21Q2 ’21: $22MQ3 ’21: $21MQ4 ’21: $23MQ1 ’22: $24MQ1 ’22Q2 ’22: $24MQ3 ’22: $23MQ4 ’22: $25MQ1 ’23: $22MQ1 ’23Q2 ’23: $24MQ3 ’23: $23MQ4 ’23: $23MQ1 ’24: $24MQ1 ’24Q2 ’24: $22MQ3 ’24: $22MQ4 ’24: $22MQ1 ’25: $25MQ1 ’25Q2 ’25: $22MQ3 ’25: $27MQ4 ’25: $30MQ1 ’26: $35MQ1 ’26Q2 ’26: $36Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 2026141.8K$36M+3.01%
Q1 2026142.0K$35M+3.27%
Q4 2025145.3K$30M+2.79%
Q3 2025146.6K$27M+2.61%
Q2 2025146.8K$22M+2.33%
Q1 2025148.2K$25M+2.74%
Q4 2024149.6K$22M+2.33%
Q3 2024151.3K$22M+2.52%
Q2 2024151.3K$22M+2.52%
Q1 2024151.2K$24M+2.83%
Q4 2023148.3K$23M+2.98%
Q3 2023144.8K$23M+3.18%
Q2 2023144.5K$24M+3.20%
Q1 2023144.5K$22M+3.11%
Q4 2022140.1K$25M+3.59%
Q3 2022140.5K$23M+3.51%
Q2 2022137.6K$24M+3.54%
Q1 2022135.2K$24M+3.17%
Q4 2021133.5K$23M+3.05%
Q3 2021131.6K$21M+3.20%
Q2 2021130.5K$22M+3.28%
Q1 2021125.6K$21M+3.35%
Q4 2020126.4K$20M+3.35%
Q3 2020125.4K$19M+3.62%
Q2 2020120.2K$17M+3.47%
Q1 2020119.6K$16M+3.87%
Q4 2019119.9K$17M+3.45%
Q3 2019117.7K$15M+3.23%
Q2 2019121.8K$17M+3.87%
Q1 2019121.7K$17M+3.90%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lvm Capital Management Ltd/Mi’s full portfolio or all institutional holders of JNJ.