SEC 13F Intelligence

Sfe Investment Counsel / JNJ

Sfe Investment Counsel’s Johnson & Johnson Position

Does Sfe Investment Counsel own Johnson & Johnson (JNJ)? Yes — 26.6K shares worth $6M (+1.02% of its 13F portfolio) as of Q1 2026, down from 27.6K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
26.6K
% of Portfolio
+1.02%
Quarters Held
30
currently held

Position History JNJ

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $2MQ2 ’19: $2MQ3 ’19: $2MQ4 ’19: $2MQ4 ’19Q1 ’20: $1MQ2 ’20: $1MQ3 ’20: $1MQ4 ’20: $2MQ4 ’20Q1 ’21: $2MQ2 ’21: $2MQ3 ’21: $2MQ4 ’21: $3MQ4 ’21Q1 ’22: $3MQ2 ’22: $3MQ3 ’22: $3MQ4 ’22: $3MQ4 ’22Q1 ’23: $3MQ2 ’23: $3MQ3 ’23: $3MQ4 ’23: $3MQ4 ’23Q1 ’24: $4MQ2 ’24: $4MQ3 ’24: $4MQ4 ’24: $4MQ4 ’24Q1 ’25: $5MQ2 ’25: $4MQ3 ’25: $5MQ4 ’25: $6MQ4 ’25Q1 ’26: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202626.6K$6M+1.02%
Q4 202527.6K$6M+0.87%
Q3 202528.0K$5M+0.83%
Q2 202528.0K$4M+0.75%
Q1 202531.7K$5M+1.05%
Q4 202428.5K$4M+0.87%
Q3 202425.4K$4M+0.86%
Q2 202424.9K$4M+0.81%
Q1 202422.1K$4M+0.79%
Q4 202319.6K$3M+0.80%
Q3 202318.4K$3M+0.83%
Q2 202317.6K$3M+0.83%
Q1 202317.3K$3M+0.88%
Q4 202217.2K$3M+0.91%
Q3 202217.7K$3M+0.91%
Q2 202218.0K$3M+0.95%
Q1 202218.5K$3M+0.83%
Q4 202117.2K$3M+0.76%
Q3 202110.2K$2M+0.46%
Q2 20219.7K$2M+0.44%
Q1 20219.9K$2M+0.47%
Q4 202010.1K$2M+0.51%
Q3 20209.9K$1M+0.59%
Q2 202010.7K$1M+0.66%
Q1 202010.9K$1M+0.78%
Q4 201911.8K$2M+0.70%
Q3 201912.1K$2M+0.66%
Q2 201912.0K$2M+0.72%
Q1 201912.3K$2M+0.77%
Q4 201814.5K$2M+0.96%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sfe Investment Counsel’s full portfolio or all institutional holders of JNJ.