Position in JNJ
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$2,686,748
-$268,531 QoQ
Shares Held
10,579
-12.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
#2,086
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)
Derivatives in JNJ
reported options exposure · as of Sep 30, 2020CallValue
$0
CallShares
0
PutValue
$1,857,129
PutShares
12,474
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, 2026Cypress Wealth Services, LLC holds $11,046,783 across 9 Drug Manufacturers - General names. JNJ ranks #2 (24.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
2,396 | $2,873,834 | |
| 2 | JNJ |
Johnson & Johnson
This page
|
10,579 | $2,686,748 | |
| 3 | MRK |
Merck & Co., Inc.
|
13,738 | $1,765,333 | |
| 4 | ABBV |
AbbVie Inc.
|
4,720 | $1,187,740 | |
| 5 | AMGN |
Amgen Inc
|
2,114 | $765,521 | |
| 6 | GSK |
GSK plc
|
11,650 | $610,693 | |
| 7 | PFE |
Pfizer Inc
|
19,074 | $459,301 | |
| 8 | AZN |
Astrazeneca PLC
|
2,069 | $392,323 |
All Filings in JNJ
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,686,748 | 10,579 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $2,955,279 | 12,090 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2,539,690 | 12,272 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,329,275 | 7,169 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,013,343 | 6,634 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,089,900 | 6,572 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $934,100 | 6,459 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,079,643 | 6,662 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $957,494 | 6,551 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,094,358 | 6,918 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,188,245 | 7,581 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $1,167,346 | 7,495 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,609,682 | 9,725 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,430,340 | 9,228 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $1,687,184 | 9,551 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,516,307 | 9,282 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,633,269 | 9,201 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,546,508 | 8,726 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $1,435,790 | 8,393 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,359,668 | 8,419 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $2,142,773 | 13,007 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $1,989,785 | 12,107 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $1,892,494 | 12,025 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $1,857,129 | 12,474 | Put | Sole | 2020-10-23 | |
| 2020-06-30 | $6,091,669 | 43,317 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $6,825,972 | 52,055 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||