SEC 13F Intelligence

Bull Street Advisors, LLC / JNJ

Bull Street Advisors, LLC’s Johnson & Johnson Position

Does Bull Street Advisors, LLC own Johnson & Johnson (JNJ)? Yes — 46.2K shares worth $11M (+5.59% of its 13F portfolio) as of Q1 2026, down from 47.8K shares the prior filed quarter.

Position Value
$11M
Q1 2026
Shares
46.2K
% of Portfolio
+5.59%
Quarters Held
27
currently held

Position History JNJ

Reported value by quarter
Q3 ’19: $6MQ3 ’19Q4 ’19: $6MQ1 ’20: $6MQ2 ’20: $7MQ3 ’20: $7MQ3 ’20Q4 ’20: $7MQ1 ’21: $8MQ2 ’21: $8MQ3 ’21: $8MQ3 ’21Q4 ’21: $8MQ1 ’22: $8MQ2 ’22: $9MQ3 ’22: $8MQ3 ’22Q4 ’22: $8MQ1 ’23: $7MQ2 ’23: $8MQ3 ’23: $7MQ3 ’23Q4 ’23: $8MQ1 ’24: $8MQ2 ’24: $7MQ3 ’24: $8MQ3 ’24Q4 ’24: $7MQ1 ’25: $8MQ2 ’25: $7MQ3 ’25: $9MQ3 ’25Q4 ’25: $10MQ1 ’26: $11Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202646.2K$11M+5.59%
Q4 202547.8K$10M+4.60%
Q3 202547.8K$9M+4.14%
Q2 202547.8K$7M+3.51%
Q1 202547.8K$8M+3.80%
Q4 202447.7K$7M+3.33%
Q3 202447.7K$8M+3.59%
Q2 202448.1K$7M+3.39%
Q1 202448.1K$8M+3.64%
Q4 202348.1K$8M+3.82%
Q3 202348.1K$7M+3.96%
Q2 202347.9K$8M+4.07%
Q1 202348.0K$7M+3.86%
Q4 202248.0K$8M+4.40%
Q3 202247.9K$8M+4.40%
Q2 202247.9K$9M+4.55%
Q1 202247.9K$8M+4.13%
Q4 202147.8K$8M+3.90%
Q3 202147.9K$8M+3.99%
Q2 202147.6K$8M+4.19%
Q1 202147.5K$8M+4.41%
Q4 202047.5K$7M+4.51%
Q3 202047.4K$7M+4.82%
Q2 202047.5K$7M+5.14%
Q1 202047.1K$6M+5.53%
Q4 201942.7K$6M+5.46%
Q3 201943.0K$6M+5.19%

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