The buy side
- Joel Greenblatt146%
0.3% current reported weight · 0.1% before → 0.3% after · filed 2026-05-15
+10.4% vs SPY · 63 sessions
SEC source ↗
Disagreement Dossier · Q1 2026
Why great investors disagree on JNJ.
Johnson & Johnson
1 tracked managers bought or added while 1 trimmed or exited in Q1 2026. These are disclosed position changes; the filings do not reveal why the managers disagreed.
- Buying
- 1
- Selling
- 1
- Disagreement
- 57
- Later evidence
- Buyers lead so far
Latticework Follow
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The sell side
1.6% prior reported weight · 1.6% before → 1.4% after · filed 2026-05-14
+10.2% vs SPY · 63 sessions
SEC source ↗
Buy-side stakes use current reported weights; sell-side stakes use prior weights to show what was reduced. Both before and after are shown. Each stock return begins after that manager's filing, so observation windows can differ.
Eight-quarter decision map
How the disagreement evolved
Each row preserves the managers and their material reported action. A split means both sides acted in the same quarter; a one-sided row supplies the surrounding context.
Quarter
Bought or added
Trimmed or exited
Q2 2026
One-sided
Bought or added
No material buysTrimmed or exited
- Joel GreenblattTRIM 22%
- Mairs & Power FundsTRIM 27%
- Robert OlsteinEXIT
Q1 2026
Split
Bought or added
- Joel GreenblattADD 146%
Trimmed or exited
- Mairs & Power FundsTRIM 28%
Q4 2025
One-sided
Bought or added
No material buysTrimmed or exited
- Joel GreenblattTRIM 41%
- Robert OlsteinTRIM 40%
Q3 2025
Split
Bought or added
- Joel GreenblattADD 139%
Trimmed or exited
- Jensen Investment ManagementTRIM 93%
- Robert OlsteinTRIM 20%
Q2 2025
One-sided
Bought or added
No material buysTrimmed or exited
- Jensen Investment ManagementTRIM 32%
- Torray FundsTRIM 96%
- Tweedy BrowneTRIM 44%
Q1 2025
One-sided
Bought or added
No material buysTrimmed or exited
- Tweedy BrowneTRIM 59%
- Joel GreenblattTRIM 64%
- Jensen Investment ManagementTRIM 60%
Q4 2024
One-sided
Bought or added
- Joel GreenblattADD 184%
Trimmed or exited
No material sellsQ3 2024
Split
Bought or added
- Torray FundsADD 27%
Trimmed or exited
- Joel GreenblattTRIM 55%
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The disagreement score ranks the balance of opposing managers, decision breadth, portfolio stakes, and change magnitude. Later evidence compares each stock with SPY after disclosure; it does not estimate a manager's trade return.