Position in JNJ
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,955,569
+$35,982 QoQ
Shares Held
7,700
-1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#2,370
of 4,676 holders
Holding Since
Mar 2020
18 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, 2026Summit Financial Wealth Advisors, LLC holds $11,793,001 across 10 Drug Manufacturers - General names. JNJ ranks #2 (16.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFE |
Pfizer Inc
|
86,749 | $2,088,915 | |
| 2 | JNJ |
Johnson & Johnson
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|
7,700 | $1,955,569 | |
| 3 | LLY |
ELI LILLY & Co
|
1,335 | $1,601,239 | |
| 4 | ABBV |
AbbVie Inc.
|
6,343 | $1,596,152 | |
| 5 | MRK |
Merck & Co., Inc.
|
10,611 | $1,363,513 | |
| 6 | AMGN |
Amgen Inc
|
2,344 | $848,809 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
12,990 | $748,483 | |
| 8 | NVO |
Novo Nordisk A S
|
15,600 | $747,864 |
All Filings in JNJ
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,955,569 | 7,700 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,919,587 | 7,853 | Shares | Sole | 2026-05-26 | |
| 2025-12-31 | $1,488,177 | 7,191 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,343,553 | 7,246 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $989,514 | 6,478 | Shares | Sole | 2025-09-29 | |
| 2025-03-31 | $1,029,368 | 6,207 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $904,887 | 6,257 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $964,905 | 5,954 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $868,482 | 5,942 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $852,960 | 5,392 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $669,279 | 4,270 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $551,043 | 3,538 | Shares | Sole | 2023-11-13 | |
| 2022-12-31 | $232,824 | 1,318 | Shares | Sole | 2023-01-17 | |
| 2022-06-30 | $290,406 | 1,636 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $205,941 | 1,162 | Shares | Sole | 2022-05-06 | |
| 2020-09-30 | $273,939 | 1,840 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $258,759 | 1,840 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $223,445 | 1,704 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||