SEC 13F Intelligence

Mar Vista Investment Partners LLC / JNJ

Mar Vista Investment Partners LLC’s Johnson & Johnson Position

Does Mar Vista Investment Partners LLC own Johnson & Johnson (JNJ)? Yes — 166.0K shares worth $41M (+4.06% of its 13F portfolio) as of Q1 2026, down from 169.6K shares the prior filed quarter.

Position Value
$41M
Q1 2026
Shares
166.0K
% of Portfolio
+4.06%
Quarters Held
30
currently held

Position History JNJ

Reported value by quarter
Q4 ’18: $74MQ4 ’18Q1 ’19: $99MQ2 ’19: $98MQ3 ’19: $97MQ4 ’19: $136MQ4 ’19Q1 ’20: $118MQ2 ’20: $110MQ3 ’20: $112MQ4 ’20: $108MQ4 ’20Q1 ’21: $111MQ2 ’21: $94MQ3 ’21: $89MQ4 ’21: $93MQ4 ’21Q1 ’22: $105MQ2 ’22: $93MQ3 ’22: $85MQ4 ’22: $63MQ4 ’22Q1 ’23: $64MQ2 ’23: $65MQ3 ’23: $56MQ4 ’23: $52MQ4 ’23Q1 ’24: $66MQ2 ’24: $50MQ3 ’24: $38MQ4 ’24: $32MQ4 ’24Q1 ’25: $31MQ2 ’25: $29MQ3 ’25: $33MQ4 ’25: $35MQ4 ’25Q1 ’26: $41Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026166.0K$41M+4.06%
Q4 2025169.6K$35M+3.22%
Q3 2025180.1K$33M+2.90%
Q2 2025189.4K$29M+2.22%
Q1 2025184.8K$31M+2.52%
Q4 2024222.0K$32M+2.20%
Q3 2024233.6K$38M+2.41%
Q2 2024343.1K$50M+2.47%
Q1 2024415.7K$66M+2.87%
Q4 2023331.5K$52M+2.37%
Q3 2023362.7K$56M+2.71%
Q2 2023390.7K$65M+2.71%
Q1 2023415.7K$64M+2.86%
Q4 2022355.2K$63M+2.81%
Q3 2022523.1K$85M+3.82%
Q2 2022523.4K$93M+3.82%
Q1 2022595.2K$105M+3.31%
Q4 2021542.1K$93M+2.51%
Q3 2021551.2K$89M+2.29%
Q2 2021567.7K$94M+2.31%
Q1 2021674.9K$111M+2.57%
Q4 2020689.1K$108M+2.68%
Q3 2020749.1K$112M+2.92%
Q2 2020782.0K$110M+3.00%
Q1 2020896.1K$118M+3.57%
Q4 2019932.7K$136M+3.25%
Q3 2019747.9K$97M+2.44%
Q2 2019706.3K$98M+2.62%
Q1 2019706.6K$99M+2.61%
Q4 2018574.6K$74M+2.49%

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