David Rolfe - Wedgewood Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    22
Portfolio value:    $484,285,577
Holdings Activity Buys Sells    History
Holding/activity history for  Johnson & Johnson (JNJ)
← All JNJ superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2023   Q3 0 0.00 Sell 100.00% 0.13 $155.26–175.97 · VW $162.33i SEC
2023   Q2 4,905 0.13 Add 0.62% <0.01 $153.15–167.23 · VW $161.97i $811,000 SEC
2023   Q1 4,875 0.13 Reduce 13.33% 0.02 $150.11–180.93 · VW $162.01i $755,000 SEC
2022   Q4 5,625 0.18 Reduce 12.11% 0.02 $159.17–181.04 · VW $172.29i $993,000 SEC
2022   Q3 6,400 0.20 Reduce 0.78% <0.01 $160.81–179.99 · VW $168.05i $1,045,000 SEC
2022   Q2 6,450 0.20 $177.36 $1,144,000 SEC
2022   Q1 6,450 0.16 Add 12.66% 0.02 $155.72–180.21 · VW $171.05i $1,143,000 SEC
2021   Q4 5,725 0.13 Reduce 6.53% <0.01 $155.85–173.51 · VW $166.81i $979,000 SEC
2021   Q3 6,125 0.14 Reduce 0.02% $161.41–179.92 · VW $167.61i $989,000 SEC
2021   Q2 6,126 0.15 Reduce 2.76% <0.01 $156.53–172.74 · VW $164.67i $1,009,000 SEC
2021   Q1 6,300 0.16 $164.29 $1,035,000 SEC
2020   Q4 6,300 0.15 $157.30 $991,000 SEC
2020   Q3 6,300 0.15 $148.73 $937,000 SEC
2020   Q2 6,300 0.15 $140.48 $885,000 SEC
2020   Q1 6,300 0.16 $131.11 $826,000 SEC
2019   Q4 6,300 0.09 $145.71 $918,000 SEC
2019   Q3 6,300 0.07 $129.37 $815,000 SEC
2019   Q2 6,300 0.07 $139.21 $877,000 SEC
2019   Q1 6,300 0.06 $139.68 $880,000 SEC
2018   Q4 6,300 0.05 $129.05 $813,000 SEC
2018   Q3 6,300 0.04 Add 4.13% <0.01 $120.11–143.13 · VW $133.80i $870,000 SEC
2018   Q2 6,050 0.04 Add 9.01% <0.01 $118.62–132.88 · VW $124.28i $734,000 SEC
2018   Q1 5,550 0.03 $128.11 $711,000 SEC
2017   Q4 5,550 0.03 Reduce 3.48% <0.01 $130.02–144.35 · VW $138.03i $775,000 SEC
2017   Q3 5,750 0.03 $129.91 $747,000 SEC
2017   Q2 5,750 0.02 Add 9.52% <0.01 $120.95–137.00 · VW $130.08i $760,000 SEC
2017   Q1 5,250 0.02 $124.38 $653,000 SEC
2016   Q4 5,250 0.01 $115.05 $604,000 SEC
2016   Q3 5,250 0.01 $118.10 $620,000 SEC
2016   Q2 5,250 0.01 $121.14 $636,000 SEC
2016   Q1 5,250 0.01 Buy 0.01 $94.28–109.56 · VW $104.01i $568,000 SEC
Price snapshot:
Current price$257.77
52-week low$151.03
52-week high$269.43