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Disclosery

Lummis Asset Management, LP: JNJ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lummis Asset Management, LP on JNJ, newest first. How the timeline and the estimate are built.

Lummis Asset Management, LP held 12,849 JNJ shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,849 shares
    Change vs previous 13F -24 shares

    1.96% of the 13F portfolio, value $3,276,994.

    13F-HR 0002011652-26-000003 filed by Lummis Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 12,873 shares
    Change vs previous 13F -500 shares

    1.82% of the 13F portfolio, value $3,038,272.

    13F-HR 0002011652-26-000002 filed by Lummis Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 13,373 shares
    Change vs previous 13F -211 shares

    1.7% of the 13F portfolio, value $2,767,542.

    13F-HR 0002011652-26-000001 filed by Lummis Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 13,584 shares
    Change vs previous 13F -14 shares

    1.65% of the 13F portfolio, value $2,518,744.

    13F-HR 0002011652-25-000006 filed by Lummis Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 13,598 shares
    Change vs previous 13F -145 shares

    1.46% of the 13F portfolio, value $2,231,239.

    13F-HR 0002011652-25-000004 filed by Lummis Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 13,743 shares
    Change vs previous 13F +7,490 shares

    1.53% of the 13F portfolio, value $2,207,760.

    13F-HR 0002011652-25-000002 filed by Lummis Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 6,253 shares
    Change vs previous 13F -2 shares

    1.15% of the 13F portfolio, value $904,309.

    13F-HR 0002011652-25-000001 filed by Lummis Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 6,255 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $1,013,685.

    13F-HR 0002011652-24-000004 filed by Lummis Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).