Position in JNJ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$79,969,311
+$13,403,166 QoQ
Shares Held
314,877
+15.6% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
#345
of 4,676 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in JNJ Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Waverly Advisors, LLC holds $406,112,967 across 14 Drug Manufacturers - General names. JNJ ranks #3 (19.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
97,676 | $117,155,534 | |
| 2 | ABBV |
AbbVie Inc.
|
322,558 | $81,168,495 | |
| 3 | JNJ |
Johnson & Johnson
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|
314,877 | $79,969,311 | |
| 4 | MRK |
Merck & Co., Inc.
|
260,499 | $33,474,121 | |
| 5 | AZN |
Astrazeneca PLC
|
119,233 | $22,608,961 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
349,560 | $20,141,647 | |
| 7 | GSK |
GSK plc
|
290,593 | $15,232,885 | |
| 8 | AMGN |
Amgen Inc
|
41,925 | $15,181,881 |
All Filings in JNJ
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $79,969,311 | 314,877 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $66,566,145 | 272,321 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $55,412,932 | 267,760 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $31,944,157 | 172,280 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $24,282,973 | 158,972 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $26,147,495 | 157,667 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $19,731,663 | 136,438 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $18,064,666 | 111,469 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $18,160,671 | 124,252 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $15,918,817 | 100,631 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $12,121,330 | 77,334 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $8,257,242 | 53,016 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $3,464,663 | 20,932 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $2,554,245 | 16,479 | Shares | Other | 2023-05-16 | |
| 2022-12-31 | $6,141,943 | 34,769 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $5,335,500 | 32,661 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,511,674 | 8,516 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $1,518,506 | 8,568 | Shares | Other | 2022-05-17 | |
| 2021-12-31 | $1,465,727 | 8,568 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $1,444,456 | 8,944 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,454,818 | 8,831 | Shares | Other | 2021-08-17 | |
| 2021-03-31 | $1,334,686 | 8,121 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $1,003,769 | 6,378 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,029,207 | 6,913 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,048,677 | 7,457 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $989,900 | 7,549 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||