Position in JNJ
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$664,639
+$24,940 QoQ
Shares Held
2,617
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#3,411
of 4,664 holders
Holding Since
Mar 2020
24 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, 2026LIBERTY WEALTH MANAGEMENT LLC holds $6,740,761 across 9 Drug Manufacturers - General names. JNJ ranks #4 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
1,524 | $1,827,931 | |
| 2 | ABBV |
AbbVie Inc.
|
6,939 | $1,746,129 | |
| 3 | AMGN |
Amgen Inc
|
2,906 | $1,052,320 | |
| 4 | JNJ |
Johnson & Johnson
This page
|
2,617 | $664,639 | |
| 5 | MRK |
Merck & Co., Inc.
|
3,388 | $435,358 | |
| 6 | NVS |
Novartis AG
|
2,205 | $345,567 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
4,286 | $246,959 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
1,715 | $216,673 |
All Filings in JNJ
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $664,639 | 2,617 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $639,699 | 2,617 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $625,402 | 3,022 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $559,041 | 3,015 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $455,042 | 2,979 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $512,388 | 3,543 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $520,212 | 3,210 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $402 | 16,396 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $332,199 | 2,100 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $543,887 | 3,470 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $500,580 | 3,214 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $479,676 | 2,898 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $678,590 | 4,378 | Shares | Sole | 2023-05-03 | |
| 2022-09-30 | $453,324 | 2,775 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $492,235 | 2,773 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $471,786 | 2,662 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $361,984 | 2,116 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $376,940 | 2,334 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $373,959 | 2,270 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $374,882 | 2,281 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $358,983 | 2,281 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $344,657 | 2,315 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $328,371 | 2,335 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $285,076 | 2,174 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||