PHILLIPS FINANCIAL MANAGEMENT, LLC

Position in JNJ — Johnson & Johnson

CIK 1350660 FORT WAYNE, IN

Position in JNJ

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$565,845

-$10,300 QoQ

Shares Held

2,228

-5.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#3,587

of 4,676 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

PHILLIPS FINANCIAL MANAGEMENT, LLC holds $4,779,706 across 6 Drug Manufacturers - General names. JNJ ranks #3 (11.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	2,337	$2,803,068
2	ABBV	AbbVie Inc.	2,721	$684,712
3	JNJ	Johnson & Johnson This page	2,228	$565,845
4	MRK	Merck & Co., Inc.	1,943	$249,675
5	AMGN	Amgen Inc	689	$249,500
6	GILD	Gilead Sciences, Inc.	1,796	$226,906

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$565,845	2,228	-5.5%	Shares	Sole	2026-08-03
2026-03-31	$576,145	2,357	-17.6%	Shares	Sole	2026-04-16
2025-12-31	$591,877	2,860	+28.1%	Shares	Sole	2026-01-26
2025-09-30	$413,857	2,232	+9.2%	Shares	Sole	2025-10-24
2025-06-30	$312,221	2,044	-3.2%	Shares	Sole	2025-07-30
2025-03-31	$350,254	2,112	+21.3%	Shares	Sole	2025-04-30
2024-12-31	$251,783	1,741	-5.2%	Shares	Sole	2025-02-10
2024-09-30	$297,542	1,836	+6.7%	Shares	Sole	2024-11-07
2024-06-30	$251,395	1,720	+17.8%	Shares	Sole	2024-08-08
2024-03-31	$230,957	1,460	—	Shares	Sole	2024-04-23
No filing history on record for this holder in this stock.