Position in JNJ
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$11,528,460
+$784,100 QoQ
Shares Held
45,393
+3.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.76%
of 13F equity value
Holder Rank
#1,021
of 4,664 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JNJ Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Avantax Planning Partners, Inc. holds $68,697,880 across 9 Drug Manufacturers - General names. JNJ ranks #3 (16.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
61,376 | $15,444,656 | |
| 2 | MRK |
Merck & Co., Inc.
|
100,354 | $12,895,489 | |
| 3 | JNJ |
Johnson & Johnson
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|
45,393 | $11,528,460 | |
| 4 | AMGN |
Amgen Inc
|
28,579 | $10,349,027 | |
| 5 | LLY |
ELI LILLY & Co
|
6,678 | $8,009,794 | |
| 6 | PFE |
Pfizer Inc
|
237,765 | $5,725,381 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
67,492 | $3,888,889 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
3,643 | $460,256 |
All Filings in JNJ
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,528,460 | 45,393 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $10,744,360 | 43,955 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $10,027,762 | 48,455 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $9,066,481 | 48,897 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $7,220,339 | 47,269 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $7,455,337 | 44,955 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $6,253,079 | 43,238 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $6,988,513 | 43,123 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,449,190 | 50,966 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $8,621,355 | 54,500 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $5,478,063 | 34,950 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $5,320,887 | 34,163 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $5,581,168 | 33,719 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $5,255,120 | 33,904 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $5,670,465 | 32,100 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $5,339,094 | 32,683 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $5,659,373 | 31,882 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $5,956,877 | 33,611 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $5,901,059 | 34,495 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $4,926,073 | 30,502 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $4,829,517 | 29,316 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $4,252,227 | 25,873 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $4,839,592 | 30,751 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $5,308,465 | 35,656 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $5,229,467 | 37,186 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $4,685,274 | 35,730 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||