Position in JNJ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$33,043,781
+$503,441 QoQ
Shares Held
130,109
-2.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#559
of 4,664 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 2%
None 2%
Common Shares in JNJ Over Time
Shares Held
Position Value (USD)
Derivatives in JNJ
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$1,990,080
PutShares
12,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Evercore Wealth Management, LLC holds $107,333,424 across 10 Drug Manufacturers - General names. JNJ ranks #1 (30.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
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|
130,109 | $33,043,781 | |
| 2 | LLY |
ELI LILLY & Co
|
25,798 | $30,942,896 | |
| 3 | ABBV |
AbbVie Inc.
|
79,804 | $20,081,878 | |
| 4 | MRK |
Merck & Co., Inc.
|
91,089 | $11,704,936 | |
| 5 | AMGN |
Amgen Inc
|
16,770 | $6,072,752 | |
| 6 | PFE |
Pfizer Inc
|
93,409 | $2,249,288 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
10,443 | $1,319,368 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
21,171 | $1,219,873 |
All Filings in JNJ
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27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,043,781 | 130,109 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $32,540,340 | 133,122 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $32,350,216 | 156,319 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $30,339,902 | 163,628 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $25,352,986 | 165,977 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,990,080 | 12,000 | Put | Sole | 2025-05-15 | |
| 2025-03-31 | $28,671,081 | 172,884 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $27,527,548 | 190,344 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $31,617,581 | 195,098 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $29,160,964 | 199,514 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $32,397,469 | 204,801 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $32,781,072 | 209,143 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $33,444,196 | 214,730 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $36,743,121 | 221,986 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $34,689,620 | 223,804 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $40,200,063 | 227,569 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $36,703,070 | 224,676 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $40,000,634 | 225,343 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $52,973,159 | 298,895 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $51,676,482 | 302,078 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $49,275,587 | 305,112 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $50,957,869 | 309,323 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $51,385,670 | 312,660 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $49,702,020 | 315,809 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $46,456,068 | 312,037 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $43,633,831 | 310,274 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $40,918,197 | 312,043 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||