Richard Pzena - Pzena Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    158
Portfolio value:    $30,796,447,662
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
2026   Q1 203,965 0.16 Reduce 17.07% 0.03 $200.91–251.71 · VW $232.35i $49,857,205 SEC
2025   Q4 245,951 0.15 Reduce 0.93% <0.01 $182.94–215.19 · VW $201.69i $50,899,559 SEC
2025   Q3 248,251 0.15 Add 0.79% <0.01 $152.81–185.99 · VW $174.74i $46,030,700 SEC
2025   Q2 246,313 0.12 Add 4.46% <0.01 $141.50–161.81 · VW $152.02i $37,624,311 SEC
2025   Q1 235,786 0.14 Add 2.97% <0.01 $140.68–169.99 · VW $158.84i $39,102,750 SEC
2024   Q4 228,980 0.11 Reduce 0.16% <0.01 $142.75–166.75 · VW $151.37i $33,115,088 SEC
2024   Q3 229,342 0.12 Reduce 0.35% <0.01 $144.50–168.85 · VW $158.47i $37,167,165 SEC
2024   Q2 230,144 0.12 Reduce 0.05% <0.01 $143.13–158.15 · VW $149.15i $33,637,847 SEC
2024   Q1 230,253 0.13 Reduce 63.89% 0.24 $154.76–163.58 · VW $158.84i $36,423,722 SEC
2023   Q4 637,662 0.38 Add 0.57% <0.01 $144.95–160.02 · VW $153.90i $99,947,142 SEC
2023   Q3 634,017 0.42 Reduce 0.05% <0.01 $155.26–175.97 · VW $162.33i $98,748,148 SEC
2023   Q2 634,340 0.45 Add 0.01% $153.15–167.23 · VW $161.97i $104,995,957 SEC
2023   Q1 634,294 0.42 Add 0.05% <0.01 $150.11–180.93 · VW $162.01i $98,315,570 SEC
2022   Q4 634,004 0.50 Reduce 0.21% <0.01 $159.17–181.04 · VW $172.29i $111,996,807 SEC
2022   Q3 635,344 0.52 Reduce 0.31% <0.01 $160.81–179.99 · VW $168.05i $103,790,000 SEC
2022   Q2 637,343 0.51 Reduce 11.07% 0.05 $167.26–186.69 · VW $177.15i $113,135,000 SEC
2022   Q1 716,695 0.48 Reduce 18.69% 0.11 $155.72–180.21 · VW $171.05i $127,020,000 SEC
2021   Q4 881,404 0.57 Reduce 0.51% <0.01 $155.85–173.51 · VW $166.81i $150,782,000 SEC
2021   Q3 885,917 0.57 Buy 0.57 $161.41–179.92 · VW $167.61i $143,076,000 SEC
2017   Q3 0 0.00 Sell 100.00% 0.53 $129.05–137.08 · VW $132.05i SEC
2017   Q2 737,844 0.53 Reduce 19.31% 0.12 $120.95–137.00 · VW $130.08i $97,609,000 SEC
2017   Q1 914,439 0.64 Reduce 8.46% 0.06 $110.76–129.00 · VW $121.44i $113,893,000 SEC
2016   Q4 998,964 0.67 Reduce 0.33% <0.01 $109.32–122.50 · VW $115.68i $115,091,000 SEC
2016   Q3 1,002,314 0.73 Reduce 9.13% 0.08 $117.04–126.07 · VW $120.41i $118,403,000 SEC
2016   Q2 1,103,032 0.84 Reduce 6.94% 0.05 $107.69–121.41 · VW $116.80i $133,798,000 SEC
2016   Q1 1,185,329 0.79 Add 0.92% <0.01 $94.28–109.56 · VW $104.01i $128,253,000 SEC
2015   Q4 1,174,524 0.76 Add 0.03% <0.01 $91.76–105.49 · VW $99.99i $120,647,000 SEC
2015   Q3 1,174,169 0.71 $93.35 $109,609,000 SEC
2015   Q2 1,174,169 0.65 Add 0.01% <0.01 $97.01–104.48 · VW $99.65i $114,435,000 SEC
2015   Q1 1,174,016 0.67 Reduce 0.84% <0.01 $97.15–106.50 · VW $101.42i $118,106,000 SEC
2014   Q4 1,183,966 0.67 Reduce 0.04% <0.01 $95.10–109.49 · VW $103.05i $123,807,000 SEC
2014   Q3 1,184,416 0.70 Add 2.49% 0.02 $98.80–108.77 · VW $104.72i $126,247,000 SEC
2014   Q2 1,155,666 0.68 Add 33.12% 0.17 $96.05–106.00 · VW $102.22i $120,906,000 SEC
2014   Q1 868,139 0.51 Add 0.19% <0.01 $86.09–98.60 · VW $94.31i $85,277,000 SEC
2013   Q4 866,458 0.48 Add 2.21% 0.01 $85.50–95.99 · VW $91.03i $79,359,000 SEC
2013   Q3 847,758 0.49 Add 8050.74% 0.48 $85.50–94.42 · VW $88.87i $73,492,000 SEC
2013   Q2 10,401 0.01 Add 3.24% <0.01 $80.31–89.99 · VW $85.39i $893,000 SEC
2013   Q1 10,075 <0.01 Buy <0.01 $70.30–81.59 · VW $77.81i $821,000 SEC
2012   Q4 0 0.00 Sell 100.00% <0.01 $67.80–72.74 · VW $70.21i SEC
2012   Q3 5,328 <0.01 Reduce 7.93% <0.01 $66.85–69.75 · VW $68.50i $367,000 SEC
2012   Q2 5,787 <0.01 Add 0.17% $61.71–67.70 · VW $65.66i $391,000 SEC
2012   Q1 5,777 <0.01 Reduce 87.64% 0.03 $64.02–66.32 · VW $65.43i $381,000 SEC
2011   Q4 46,736 0.03 Reduce 91.37% 0.38 $60.83–66.32 · VW $64.24i $3,065,000 SEC
2011   Q3 541,348 0.42 Reduce 85.87% 2.04 $59.08–68.05 · VW $63.61i $34,478,000 SEC
2011   Q2 3,830,160 2.37 Reduce 9.10% 0.20 $59.06–67.37 · VW $64.32i $254,782,000 SEC
2011   Q1 4,213,505 2.22 Add 43.34% 0.67 $57.50–63.54 · VW $60.10i $249,650,000 SEC
2010   Q4 2,939,503 1.79 Add 2.82% 0.05 $61.25–64.92 · VW $62.67i $181,808,000 SEC
2010   Q3 2,858,984 1.90 Add 3.69% 0.07 $56.86–62.70 · VW $60.51i $177,143,000 SEC
2010   Q2 2,757,334 1.80 Add 13.15% 0.21 $57.55–66.20 · VW $60.94i $162,848,000 SEC
2010   Q1 2,436,978 1.49 Add 5.61% 0.08 $61.89–65.95 · VW $64.35i $158,891,000 SEC
2009   Q4 2,307,561 1.84 Add 6.48% 0.11 $58.78–65.41 · VW $62.87i $148,630,000 SEC
2009   Q3 2,167,068 1.33 Add 1.34% 0.02 $55.71–62.47 · VW $59.69i $131,953,000 SEC
2009   Q2 2,138,369 1.54 Reduce 2.41% 0.04 $50.12–57.23 · VW $54.72i $121,459,000 SEC
2009   Q1 2,191,109 1.74 Add 1.21% 0.02 $46.25–61.00 · VW $53.28i $115,252,000 SEC
2008   Q4 2,164,908 1.59 Reduce 59.18% 1.72 $52.06–69.07 · VW $60.32i $129,526,000 SEC
2008   Q3 5,303,146 2.91 Reduce 24.21% 0.73 $63.74–72.76 · VW $68.59i $367,402,000 SEC
2008   Q2 6,997,338 3.00 Reduce 23.98% 0.75 $63.10–68.32 · VW $65.25i $450,209,000 SEC
2007   Q4 9,205,125 3.12 Reduce 26.26% 0.88 $63.55–68.75 · VW $66.33i $613,982,000 SEC
2007   Q3 12,483,705 3.37 Add 23.78% 0.65 $59.72–65.75 · VW $63.72i $820,179,000 SEC
2007   Q2 10,085,280 2.36 Add 32.06% 0.57 $60.03–65.45 · VW $62.37i $621,455,000 SEC
2007   Q1 7,636,673 2.93 Add 27.46% 0.63 $59.87–68.22 · VW $62.78i $495,391,000 SEC
2006   Q4 5,991,372 1.69 Add 1.14% 0.02 $64.50–69.41 · VW $66.64i $395,550,000 SEC
2006   Q3 5,923,947 1.80 Reduce 0.71% 0.01 $59.68–65.13 · VW $63.25i $384,701,000 SEC
2006   Q2 5,966,087 1.95 Add 2.28% 0.04 $57.32–62.00 · VW $59.75i $357,488,000 SEC
2006   Q1 5,833,299 1.98 Buy 1.98 $56.70–63.10 · VW $59.67i $345,448,000 SEC
Price snapshot:
Current price$257.77
Avg. buy price$161.41
+/- since buy59.70%
52-week low$151.03
52-week high$269.43