John Rogers's JNJ Position Overview
John Rogers (via Ariel Investments, LLC) currently holds 43,260 shares of Johnson & Johnson (JNJ) worth $8.95 M, representing 0.10% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 51 quarters.
Based on 13F filings since 2013, John Rogers has maintained a long-term strategic position in JNJ, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2013, adding 221,581 shares. Largest reduction occurred in Q4 2023, reducing 442,584 shares.
Analysis based on 13F filings available since 2013 Q2
John Rogers's Johnson & Johnson (JNJ) Holding Value Over Time
Track share changes against reported price movement
Quarterly Johnson & Johnson (JNJ) Trades by John Rogers
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -8,594 | Reduce 16.57% | 43,260 | $206.95 |
| Q3 2025 | +20,691 | Add 66.40% | 51,854 | $185.42 |
| Q4 2024 | +6,093 | Add 24.30% | 31,163 | $144.62 |
| Q3 2024 | +1,507 | Add 6.40% | 25,070 | $162.06 |
| Q2 2024 | -696 | Reduce 2.87% | 23,563 | $146.16 |
| Q4 2023 | -442,584 | Reduce 94.80% | 24,259 | $156.74 |
| Q3 2023 | -115,905 | Reduce 19.89% | 466,843 | $155.75 |
| Q2 2023 | -17,120 | Reduce 2.85% | 582,748 | $165.52 |
| Q1 2023 | +545 | Add 0.09% | 599,868 | $155.00 |
| Q4 2022 | -159,643 | Reduce 21.03% | 599,323 | $176.65 |
| Q3 2022 | -20,185 | Reduce 2.59% | 758,966 | $163.36 |
| Q2 2022 | +7,079 | Add 0.92% | 779,151 | $177.51 |
| Q1 2022 | +5,459 | Add 0.71% | 772,072 | $177.23 |
| Q4 2021 | -54,239 | Reduce 6.61% | 766,613 | $171.07 |
| Q3 2021 | +38,543 | Add 4.93% | 820,852 | $161.50 |
| Q2 2021 | -93,098 | Reduce 10.63% | 782,309 | $164.74 |
| Q1 2021 | -32,036 | Reduce 3.53% | 875,407 | $164.35 |
| Q4 2020 | +37,009 | Add 4.25% | 907,443 | $157.38 |
| Q3 2020 | -38,546 | Reduce 4.24% | 870,434 | $148.88 |
| Q2 2020 | +40,606 | Add 4.68% | 908,980 | $140.63 |
| Q1 2020 | -84,909 | Reduce 8.91% | 868,374 | $131.13 |
| Q4 2019 | +3,873 | Add 0.41% | 953,283 | $145.87 |
| Q3 2019 | -845 | Reduce 0.09% | 949,410 | $129.38 |
| Q2 2019 | +56,864 | Add 6.36% | 950,255 | $139.28 |
| Q1 2019 | -15,941 | Reduce 1.75% | 893,391 | $139.79 |
| Q4 2018 | -115,441 | Reduce 11.27% | 909,332 | $129.05 |
| Q3 2018 | +22,611 | Add 2.26% | 1.02 M | $138.17 |
| Q2 2018 | +14,222 | Add 1.44% | 1 M | $121.34 |
| Q1 2018 | -24,883 | Reduce 2.46% | 987,940 | $128.15 |
| Q4 2017 | +23,534 | Add 2.38% | 1.01 M | $139.72 |
| Q3 2017 | +38,915 | Add 4.09% | 989,289 | $130.01 |
| Q2 2017 | +58,258 | Add 6.53% | 950,374 | $132.29 |
| Q1 2017 | +21,757 | Add 2.50% | 892,116 | $124.55 |
| Q4 2016 | +11,810 | Add 1.38% | 870,359 | $115.21 |
| Q3 2016 | +986 | Add 0.11% | 858,549 | $118.13 |
| Q2 2016 | +6,648 | Add 0.78% | 857,563 | $121.30 |
| Q1 2016 | +19,251 | Add 2.31% | 850,915 | $108.20 |
| Q4 2015 | -52,490 | Reduce 5.94% | 831,664 | $102.72 |
| Q3 2015 | +102,128 | Add 13.06% | 884,154 | $93.35 |
| Q2 2015 | +124,952 | Add 19.02% | 782,026 | $97.46 |
| Q1 2015 | +24,942 | Add 3.95% | 657,074 | $100.60 |
| Q4 2014 | +95,516 | Add 17.80% | 632,132 | $104.57 |
| Q3 2014 | +13,889 | Add 2.66% | 536,616 | $106.59 |
| Q2 2014 | +155,809 | Add 42.46% | 522,727 | $104.62 |
| Q1 2014 | +17,761 | Add 5.09% | 366,918 | $98.23 |
| Q4 2013 | +221,581 | Add 173.69% | 349,157 | $91.59 |
| Q3 2013 | +32,189 | Add 33.75% | 127,576 | $86.69 |
| Q2 2013 | +95,388 | Add 0.00% | 95,387 | $85.86 |
John Rogers's Johnson & Johnson Investment FAQs
John Rogers first purchased Johnson & Johnson (JNJ) in Q2 2013, acquiring 95,387 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Rogers has held Johnson & Johnson (JNJ) for 51 quarters since Q2 2013.
John Rogers's largest addition to Johnson & Johnson (JNJ) was in Q4 2013, adding 349,157 shares worth $31.98 M.
According to the latest 13F filing for Q4 2025, John Rogers's firm, Ariel Investments, LLC, owns 43,260 shares of Johnson & Johnson (JNJ), valued at approximately $8.95 M.
As of the Q4 2025 filing, Johnson & Johnson (JNJ) represents approximately 0.10% of John Rogers's publicly disclosed stock portfolio, making it one of their key holdings.
John Rogers's peak holding in Johnson & Johnson (JNJ) was 1,024,773 shares, as reported at the end of Q3 2018.