Terry Smith - Fundsmith
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    34
Portfolio value:    $12,827,766,987
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
2024   Q1 0 0.00 Sell 100.00% 0.18 $154.76–163.58 · VW $158.84i SEC
2023   Q4 278,393 0.18 Add 1.46% <0.01 $144.95–160.02 · VW $153.90i $43,635,319 SEC
2023   Q3 274,378 0.19 Add 0.19% <0.01 $155.26–175.97 · VW $162.33i $42,734,374 SEC
2023   Q2 273,864 0.19 Reduce 1.30% <0.01 $153.15–167.23 · VW $161.97i $45,329,969 SEC
2023   Q1 277,464 0.19 Add 0.60% <0.01 $150.11–180.93 · VW $162.01i $43,006,920 SEC
2022   Q4 275,797 0.22 Add 0.35% <0.01 $159.17–181.04 · VW $172.29i $48,719,540 SEC
2022   Q3 274,847 0.21 Add 0.51% <0.01 $160.81–179.99 · VW $168.05i $44,899,000 SEC
2022   Q2 273,454 0.21 Add 12.79% 0.02 $167.26–186.69 · VW $177.15i $48,541,000 SEC
2022   Q1 242,435 0.15 Reduce 96.64% 2.91 $155.72–180.21 · VW $171.05i $42,967,000 SEC
2021   Q4 7,219,198 3.01 Add 0.22% <0.01 $155.85–173.51 · VW $166.81i $1,234,988,000 SEC
2021   Q3 7,203,569 3.22 Add 0.67% 0.02 $161.41–179.92 · VW $167.61i $1,163,376,000 SEC
2021   Q2 7,155,706 3.27 Add 7.75% 0.24 $156.53–172.74 · VW $164.67i $1,178,831,000 SEC
2021   Q1 6,640,844 3.47 Add 3.88% 0.13 $151.47–173.65 · VW $163.16i $1,091,423,000 SEC
2020   Q4 6,392,509 3.33 Reduce 0.30% 0.01 $133.65–157.66 · VW $149.56i $1,006,053,000 SEC
2020   Q3 6,411,610 3.73 Add 0.10% <0.01 $140.06–155.47 · VW $148.14i $954,560,000 SEC
2020   Q2 6,405,491 3.93 Add 19.07% 0.63 $125.50–157.00 · VW $141.04i $900,804,000 SEC
2020   Q1 5,379,781 3.97 Reduce 11.27% 0.47 $109.16–154.50 · VW $131.60i $705,451,000 SEC
2019   Q4 6,063,399 4.18 Add 1.79% 0.07 $126.10–147.84 · VW $139.94i $884,468,000 SEC
2019   Q3 5,956,821 3.94 Add 10.31% 0.37 $126.34–142.47 · VW $132.73i $770,694,000 SEC
2019   Q2 5,400,131 3.92 Add 17.40% 0.58 $128.52–144.98 · VW $137.59i $752,130,000 SEC
2019   Q1 4,599,735 3.65 Add 0.40% 0.01 $125.00–140.00 · VW $134.93i $642,997,000 SEC
2018   Q4 4,581,202 4.02 $138.17 $632,985,000 SEC
2018   Q3 4,581,202 4.25 Add 0.56% 0.02 $120.11–143.13 · VW $133.80i $632,985,000 SEC
2018   Q2 4,555,486 4.11 Add 5.27% 0.21 $118.62–132.88 · VW $124.28i $552,762,000 SEC
2018   Q1 4,327,311 4.57 Reduce 0.10% <0.01 $122.15–148.32 · VW $132.87i $554,545,000 SEC
2017   Q4 4,331,856 5.19 Reduce 0.97% 0.05 $130.02–144.35 · VW $138.03i $605,247,000 SEC
2017   Q3 4,374,191 5.48 Add 7.25% 0.37 $129.05–137.08 · VW $132.05i $566,064,000 SEC
2017   Q2 4,078,477 5.66 Reduce 0.62% 0.04 $120.95–137.00 · VW $130.08i $539,542,000 SEC
2017   Q1 4,104,073 5.94 Add 0.02% <0.01 $110.76–129.00 · VW $121.44i $511,162,000 SEC
2016   Q4 4,103,392 6.24 Add 3.01% 0.18 $109.32–122.50 · VW $115.68i $473,901,000 SEC
2016   Q3 3,983,318 7.78 Add 7.52% 0.54 $117.04–126.07 · VW $120.41i $470,549,000 SEC
2016   Q2 3,704,693 7.38 Add 24.10% 1.43 $107.69–121.41 · VW $116.80i $449,379,000 SEC
2016   Q1 2,985,161 6.95 Add 5.11% 0.34 $94.28–109.56 · VW $104.01i $322,994,000 SEC
2015   Q4 2,840,028 7.33 Add 5.34% 0.37 $91.76–105.49 · VW $99.99i $291,728,000 SEC
2015   Q3 2,696,170 7.68 Add 16.57% 1.09 $81.79–101.36 · VW $92.17i $251,687,000 SEC
2015   Q2 2,312,869 7.09 Add 21.60% 1.26 $97.01–104.48 · VW $99.65i $225,412,000 SEC
2015   Q1 1,902,103 7.09 Add 16.69% 1.01 $97.15–106.50 · VW $101.42i $189,965,000 SEC
2014   Q4 1,629,983 6.08 Add 13.64% 0.73 $95.10–109.49 · VW $103.05i $170,447,000 SEC
2014   Q3 1,434,318 6.54 Add 10.05% 0.60 $98.80–108.77 · VW $104.72i $152,884,000 SEC
2014   Q2 1,303,385 7.28 Add 13.06% 0.84 $96.05–106.00 · VW $102.22i $136,360,000 SEC
2014   Q1 1,152,868 7.01 Add 10.77% 0.68 $86.09–98.60 · VW $94.31i $113,246,000 SEC
2013   Q4 1,040,791 6.97 Add 0.21% 0.01 $85.50–95.99 · VW $91.03i $95,326,000 SEC
2013   Q3 1,038,629 7.00 $86.69 $90,039,000 SEC
2013   Q2 1,038,629 6.27 Add 10.20% 0.58 $80.31–89.99 · VW $85.39i $89,177,000 SEC
2013   Q1 942,464 7.26 Add 29.28% 1.64 $70.30–81.59 · VW $77.81i $76,589,000 SEC
2012   Q4 729,003 8.13 $70.10 $51,103,000 SEC
Price snapshot:
Current price$257.77
52-week low$151.03
52-week high$269.43