Position in JNJ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$62,172,871
+$1,293,378 QoQ
Shares Held
244,804
-1.7% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
5.21%
of 13F equity value
Holder Rank
#402
of 4,676 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 39%
Shared 0%
None 61%
Common Shares in JNJ Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Heritage Wealth Advisors holds $69,262,222 across 12 Drug Manufacturers - General names. JNJ ranks #1 (89.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
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|
244,804 | $62,172,871 | |
| 2 | MRK |
Merck & Co., Inc.
|
18,619 | $2,392,541 | |
| 3 | ABBV |
AbbVie Inc.
|
7,574 | $1,905,921 | |
| 4 | LLY |
ELI LILLY & Co
|
1,021 | $1,224,618 | |
| 5 | AMGN |
Amgen Inc
|
1,607 | $581,926 | |
| 6 | BIIB |
Biogen Inc.
|
2,009 | $434,064 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
1,808 | $228,422 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
1,250 | $72,025 |
All Filings in JNJ
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,172,871 | 244,804 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $60,879,493 | 249,057 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $69,356,188 | 335,135 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $62,682,528 | 338,057 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $51,417,330 | 336,611 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $56,073,820 | 338,120 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $47,236,941 | 326,628 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $50,376,351 | 310,850 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $44,334,858 | 303,331 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $44,832,944 | 283,412 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $41,021,052 | 261,714 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $39,987,722 | 256,743 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $41,140,161 | 248,551 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $37,141,100 | 239,620 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $40,021,647 | 226,559 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $35,915,022 | 219,852 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $35,893,587 | 202,206 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $28,529,776 | 160,976 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $24,345,827 | 142,315 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $21,052,332 | 130,355 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $20,605,679 | 125,080 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $18,736,886 | 114,006 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $14,491,865 | 92,082 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $11,273,640 | 75,723 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $10,380,603 | 73,815 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $7,759,486 | 59,174 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||