Position in JNJ
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,665,415
+$96,840 QoQ
Shares Held
10,495
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#2,093
of 4,676 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, 2026Institute for Wealth Management, LLC. holds $23,344,163 across 14 Drug Manufacturers - General names. JNJ ranks #4 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
5,669 | $6,799,569 | |
| 2 | ABBV |
AbbVie Inc.
|
18,395 | $4,628,917 | |
| 3 | AMGN |
Amgen Inc
|
11,683 | $4,230,647 | |
| 4 | JNJ |
Johnson & Johnson
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|
10,495 | $2,665,415 | |
| 5 | MRK |
Merck & Co., Inc.
|
9,515 | $1,222,677 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
20,230 | $1,165,652 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
7,422 | $937,695 | |
| 8 | NVS |
Novartis AG
|
3,614 | $566,386 |
All Filings in JNJ
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,665,415 | 10,495 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,568,575 | 10,508 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,146,485 | 10,372 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,926,328 | 10,389 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,662,989 | 10,887 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,839,663 | 11,093 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,613,959 | 11,160 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,809,075 | 11,163 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,649,854 | 11,288 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,659,571 | 10,491 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,530,409 | 9,764 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,528,374 | 9,813 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,652,055 | 9,981 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,546,590 | 9,978 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,786,461 | 10,113 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,668,722 | 10,215 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $2,186,923 | 12,320 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $2,188,436 | 12,348 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,762,363 | 10,302 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,659,412 | 10,275 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,690,891 | 10,264 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,729,619 | 10,524 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,668,542 | 10,602 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,553,711 | 10,436 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,918,615 | 13,643 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $1,836,737 | 14,007 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||