Creative Planning

Position in JNJ — Johnson & Johnson

CIK 1540235 OVERLAND PARK, KS

Back to JNJ Full portfolio

Position in JNJ

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$351,739,052

+$23,876,326 QoQ

Shares Held

1,384,963

+3.3% QoQ

Ownership

0.057%

of shares outstanding

% of Portfolio

0.60%

of 13F equity value

Holder Rank

#131

of 4,676 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Common Shares in JNJ Over Time

Shares Held

Position Value (USD)

Derivatives in JNJ

reported options exposure · as of Sep 30, 2025

CallValue

CallShares

PutValue

$1,806

PutShares

4,200

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, 2026

Creative Planning holds $1,825,978,859 across 16 Drug Manufacturers - General names. JNJ ranks #2 (19.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	445,706	$534,593,191
2	JNJ	Johnson & Johnson This page	1,384,963	$351,739,052
3	ABBV	AbbVie Inc.	1,126,243	$283,407,788
4	MRK	Merck & Co., Inc.	1,354,765	$174,087,302
5	AMGN	Amgen Inc	258,171	$93,488,882
6	NVS	Novartis AG	546,659	$85,672,398
7	GILD	Gilead Sciences, Inc.	414,367	$52,351,126
8	BMY	Bristol Myers Squibb Co	887,032	$51,110,783

All Filings in JNJ

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39 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$351,739,052	1,384,963	+3.3%	Shares	Defined	2026-08-13
2026-03-31	$327,862,726	1,341,281	+7.6%	Shares	Defined	2026-05-12
2025-12-31	$257,995,665	1,246,657	+8.9%	Shares	Sole	2026-02-17
2025-09-30	$1,806	4,200	0.0%	Put	Sole	2025-11-14
2025-09-30	$212,311,461	1,145,030	+8.4%	Shares	Sole	2025-11-14
2025-06-30	$161,285,822	1,055,881	-2.5%	Shares	Sole	2025-08-08
2025-06-30	$14,070	4,200	-44.0%	Put	Sole	2025-08-08
2025-03-31	$179,584,320	1,082,877	+9.9%	Shares	Sole	2025-05-15
2024-12-31	$142,440,576	984,930	-0.4%	Shares	Defined	2025-02-14
2024-09-30	$160,180,590	988,403	+4.3%	Shares	Defined	2024-10-11
2024-06-30	$138,460,415	947,321	-1.6%	Shares	Defined	2024-08-15
2024-03-31	$152,280,812	962,645	+0.9%	Shares	Defined	2024-05-13
2023-12-31	$149,473,846	953,642	-8.1%	Shares	Defined	2024-02-14
2023-09-30	$161,602,617	1,037,577	+11.4%	Shares	Defined	2023-11-16
2023-06-30	$154,180,555	931,492	+2.4%	Shares	Defined	2023-07-21
2023-03-31	$140,969,400	909,480	-0.2%	Shares	Sole	2023-05-15
2022-12-31	$161,022,127	911,532	+1.8%	Shares	Sole	2023-02-10
2022-09-30	$146,266,172	895,361	-2.1%	Shares	Sole	2022-11-03
2022-06-30	$162,272,541	914,160	+12.1%	Shares	Sole	2022-08-15
2022-03-31	$16,000	7,500	+63.0%	Put	Sole	2022-05-16
2022-03-31	$144,490,302	815,270	+29.6%	Shares	Sole	2022-05-16
2021-12-31	$107,621,505	629,108	-2.1%	Shares	Sole	2022-02-11
2021-09-30	$103,732,903	642,309	-7.1%	Shares	Sole	2021-11-10
2021-09-30	$15,000	4,600	0.0%	Put	Sole	2021-11-10
2021-06-30	$113,946,044	691,672	+16.0%	Shares	Sole	2021-08-04
2021-06-30	$757,804	4,600	-83.2%	Put	Sole	2021-08-04
2021-03-31	$97,989,250	596,223	+2.1%	Shares	Sole	2021-04-30
2021-03-31	$5,000	27,300	0.0%	Put	Sole	2021-04-30
2020-12-31	$1,000	27,300	0.0%	Put	Sole	2021-01-29
2020-12-31	$91,858,771	583,675	+8.1%	Shares	Sole	2021-01-29
2020-12-31	$1,000	200	+100.0%	Call	Sole	2021-01-29
2020-09-30	$6,000	27,300	0.0%	Put	Sole	2020-11-05
2020-09-30	$80,356,640	539,741	+6.0%	Shares	Sole	2020-11-05
2020-09-30	$14,888	100	-66.7%	Call	Sole	2020-11-05
2020-06-30	$71,633,687	509,377	+3.4%	Shares	Sole	2020-07-23
2020-06-30	$79,000	27,300	+99.3%	Put	Sole	2020-07-23
2020-03-31	$1,000	300	—	Call	Sole	2020-05-05
2020-03-31	$133,000	13,700	—	Put	Sole	2020-05-05
2020-03-31	$64,608,275	492,704	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.