Tweedy Browne's JNJ Position Overview
Tweedy Browne (via Tweedy, Browne Co LLC) currently holds 242.0K shares of Johnson & Johnson (JNJ) worth $44.87 M, representing 3.90% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Tweedy Browne has maintained a long-term strategic position in JNJ, representing a significant commitment to this investment thesis. Largest reduction occurred in Q1 2025, reducing 642.2K shares.
Analysis based on 13F filings available since 2013 Q2
Tweedy Browne's Johnson & Johnson (JNJ) Holding Value Over Time
Track share changes against reported price movement
Quarterly Johnson & Johnson (JNJ) Trades by Tweedy Browne
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +4.34 M | Add 0.00% | 4.34 M | $85.86 |
| Q3 2013 | -15,013 | Reduce 0.35% | 4.32 M | $86.69 |
| Q4 2013 | -18,200 | Reduce 0.42% | 4.31 M | $91.59 |
| Q1 2014 | -36,725 | Reduce 0.85% | 4.27 M | $98.23 |
| Q2 2014 | -72,982 | Reduce 1.71% | 4.2 M | $104.62 |
| Q3 2014 | -32,290 | Reduce 0.77% | 4.16 M | $106.59 |
| Q4 2014 | -21,489 | Reduce 0.52% | 4.14 M | $104.57 |
| Q1 2015 | -86,483 | Reduce 2.09% | 4.06 M | $100.60 |
| Q2 2015 | -137,161 | Reduce 3.38% | 3.92 M | $97.46 |
| Q3 2015 | -62,865 | Reduce 1.60% | 3.86 M | $93.35 |
| Q4 2015 | -162,587 | Reduce 4.22% | 3.69 M | $102.72 |
| Q1 2016 | -309,904 | Reduce 8.39% | 3.38 M | $108.20 |
| Q2 2016 | -166,932 | Reduce 4.93% | 3.22 M | $121.30 |
| Q3 2016 | -237,730 | Reduce 7.39% | 2.98 M | $118.13 |
| Q4 2016 | -592,221 | Reduce 19.88% | 2.39 M | $115.21 |
| Q1 2017 | -18,295 | Reduce 0.77% | 2.37 M | $124.55 |
| Q2 2017 | -69,248 | Reduce 2.92% | 2.3 M | $132.29 |
| Q3 2017 | -6,465 | Reduce 0.28% | 2.29 M | $130.01 |
| Q4 2017 | -44,303 | Reduce 1.93% | 2.25 M | $139.72 |
| Q1 2018 | -26,736 | Reduce 1.19% | 2.22 M | $128.15 |
| Q2 2018 | -44,366 | Reduce 2.00% | 2.18 M | $121.34 |
| Q3 2018 | -37,557 | Reduce 1.73% | 2.14 M | $138.17 |
| Q4 2018 | -7,868 | Reduce 0.37% | 2.13 M | $129.05 |
| Q1 2019 | -75,353 | Reduce 3.53% | 2.06 M | $139.79 |
| Q2 2019 | -9,392 | Reduce 0.46% | 2.05 M | $139.28 |
| Q3 2019 | -3,255 | Reduce 0.16% | 2.04 M | $129.38 |
| Q4 2019 | -75,820 | Reduce 3.71% | 1.97 M | $145.87 |
| Q1 2020 | -101,134 | Reduce 5.14% | 1.87 M | $131.13 |
| Q2 2020 | -25,173 | Reduce 1.35% | 1.84 M | $140.63 |
| Q3 2020 | -38,871 | Reduce 2.11% | 1.8 M | $148.88 |
| Q4 2020 | -12,639 | Reduce 0.70% | 1.79 M | $157.38 |
| Q1 2021 | -27,135 | Reduce 1.52% | 1.76 M | $164.35 |
| Q2 2021 | -32,752 | Reduce 1.86% | 1.73 M | $164.74 |
| Q3 2021 | -55,474 | Reduce 3.21% | 1.67 M | $161.50 |
| Q4 2021 | -7,777 | Reduce 0.46% | 1.67 M | $171.07 |
| Q1 2022 | -103,113 | Reduce 6.19% | 1.56 M | $177.23 |
| Q2 2022 | -71,690 | Reduce 4.58% | 1.49 M | $177.51 |
| Q3 2022 | -3,326 | Reduce 0.22% | 1.49 M | $163.36 |
| Q4 2022 | -255,224 | Reduce 17.14% | 1.23 M | $176.65 |
| Q1 2023 | -1,813 | Reduce 0.15% | 1.23 M | $155.00 |
| Q2 2023 | -22,387 | Reduce 1.82% | 1.21 M | $165.52 |
| Q3 2023 | -69,034 | Reduce 5.71% | 1.14 M | $155.75 |
| Q4 2023 | -5,244 | Reduce 0.46% | 1.14 M | $156.74 |
| Q1 2024 | -1,393 | Reduce 0.12% | 1.13 M | $158.19 |
| Q2 2024 | -3,263 | Reduce 0.29% | 1.13 M | $146.16 |
| Q3 2024 | -4,280 | Reduce 0.38% | 1.13 M | $162.06 |
| Q4 2024 | -45,711 | Reduce 4.06% | 1.08 M | $144.62 |
| Q1 2025 | -642,200 | Reduce 59.44% | 438,271 | $165.84 |
| Q2 2025 | -193,558 | Reduce 44.16% | 244,713 | $152.75 |
| Q3 2025 | -2,710 | Reduce 1.11% | 242,003 | $185.42 |
Tweedy Browne's Johnson & Johnson Investment FAQs
Tweedy Browne first purchased Johnson & Johnson (JNJ) in Q2 2013, acquiring 4,339,144 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Tweedy Browne has held Johnson & Johnson (JNJ) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Tweedy Browne's largest addition to Johnson & Johnson (JNJ) was in Q2 2013, adding 4,339,144 shares worth $372.56 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Tweedy Browne's firm, Tweedy, Browne Co LLC, owns 242,003 shares of Johnson & Johnson (JNJ), valued at approximately $44.87 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Johnson & Johnson (JNJ) represents approximately 3.90% of Tweedy Browne's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Tweedy Browne's peak holding in Johnson & Johnson (JNJ) was 4,339,144 shares, as reported at the end of Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.