Position in JNJ
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$30,239,192
+$1,198,498 QoQ
Shares Held
119,066
+0.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#585
of 4,664 holders
Holding Since
Jun 2021
21 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, LLC holds $139,079,585 across 13 Drug Manufacturers - General names. JNJ ranks #2 (21.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
31,495 | $37,776,050 | |
| 2 | JNJ |
Johnson & Johnson
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|
119,066 | $30,239,192 | |
| 3 | ABBV |
AbbVie Inc.
|
93,109 | $23,429,948 | |
| 4 | MRK |
Merck & Co., Inc.
|
153,789 | $19,761,886 | |
| 5 | AMGN |
Amgen Inc
|
19,430 | $7,035,991 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
91,557 | $5,275,514 | |
| 7 | PFE |
Pfizer Inc
|
192,213 | $4,628,489 | |
| 8 | AZN |
Astrazeneca PLC
|
23,684 | $4,490,960 |
All Filings in JNJ
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,239,192 | 119,066 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $29,040,694 | 118,805 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $20,907,330 | 101,026 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $18,264,982 | 98,506 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $14,719,448 | 96,363 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $9,819,552 | 59,211 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $7,875,571 | 54,457 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $7,066,302 | 43,603 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,650,691 | 38,661 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $3,659,409 | 23,133 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $3,182,448 | 20,304 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,354,387 | 21,537 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $3,462,512 | 20,919 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,397,540 | 15,468 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,785,240 | 15,767 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,599,147 | 22,032 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $3,382,098 | 19,053 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,695,136 | 15,207 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,116,306 | 12,371 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $1,406,180 | 8,707 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $727,327 | 4,415 | Shares | Sole | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||