4
JNJ
JOHNSON & JOHNSON · Health Care
Consensus score 4/100 · #103 this quarter · tier-weighted across tracked managers
↑ConfirmedPrice action since filingas of 2026-07-09
vs 50-day avg
+10.3%
21-day momentum
+11.3%
recent volume
0.95×
13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.
S2· AdvancingStage Analysis · Weinstein
vs 30-wk avg
+12.6%
30-wk MA slope
+3.1%
rel. strength
+1.3
52-wk range
91%
Advancing — above a rising 30-week trend with positive relative strength. Weinstein’s buy zone. Based on the 30-week (150-day) moving average + slope, Mansfield relative strength vs SPY, and volume. Technical read, not advice.
Holders
6
tracked managers
New this Q
0
opened a position
Avg weight
1.8%
of their portfolios
Combined value
$530M
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Tweedy Browne Graham/global value | 4.3% | $54M | TRIM |
| Yacktman Asset Management Quality value | 4.1% | $305M | HOLD |
| Markel Group Concentrated | 1.3% | $149M | HOLD |
| Fairfax Financial Concentrated | 0.9% | $18M | HOLD |
| Horizon Kinetics Franchise/inflation | 0.0% | $4M | TRIM |
| Gardner Russo & Quinn Graham/global value | 0.0% | $319K | ADD |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.