Live Oak Private Wealth LLC

Position in JNJ — Johnson & Johnson

CIK 1799877 WILMINGTON, NC

Position in JNJ

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,813,091

-$11,653 QoQ

Shares Held

7,139

-4.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#2,440

of 4,676 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Live Oak Private Wealth LLC holds $31,528,081 across 7 Drug Manufacturers - General names. JNJ ranks #5 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVS	Novartis AG	72,426	$11,350,602
2	MRK	Merck & Co., Inc.	77,794	$9,996,529
3	ABBV	AbbVie Inc.	17,541	$4,414,017
4	LLY	ELI LILLY & Co	1,875	$2,248,931
5	JNJ	Johnson & Johnson This page	7,139	$1,813,091
6	AMGN	Amgen Inc	3,612	$1,307,977
7	PFE	Pfizer Inc	16,484	$396,934

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,813,091	7,139	-4.4%	Shares	Sole	2026-07-20
2026-03-31	$1,824,744	7,465	+1.7%	Shares	Sole	2026-04-20
2025-12-31	$1,519,219	7,341	0.0%	Shares	Sole	2026-01-23
2025-09-30	$1,361,168	7,341	+13.3%	Shares	Sole	2025-10-17
2025-06-30	$990,125	6,482	-1.0%	Shares	Sole	2025-08-04
2025-03-31	$1,086,252	6,550	-2.9%	Shares	Sole	2025-04-22
2024-12-31	$975,172	6,743	+1.8%	Shares	Sole	2025-01-28
2024-09-30	$1,073,971	6,627	-1.8%	Shares	Sole	2024-10-22
2024-06-30	$986,287	6,748	-1.1%	Shares	Sole	2024-07-17
2024-03-31	$1,079,646	6,825	-7.8%	Shares	Sole	2024-04-23
2023-12-31	$1,160,816	7,406	-4.4%	Shares	Sole	2024-01-29
2023-09-30	$1,206,128	7,744	+0.8%	Shares	Sole	2023-10-23
2023-06-30	$1,271,690	7,683	-4.8%	Shares	Sole	2023-08-07
2023-03-31	$1,251,005	8,071	+3.9%	Shares	Sole	2023-05-08
2022-12-31	$1,372,747	7,771	-1.2%	Shares	Sole	2023-02-10
2022-09-30	$1,284,663	7,864	+0.4%	Shares	Sole	2022-10-25
2022-06-30	$1,389,725	7,829	+4.9%	Shares	Sole	2022-07-27
2022-03-31	$1,322,313	7,461	+20.9%	Shares	Sole	2022-04-21
2021-12-31	$1,055,501	6,170	-1.6%	Shares	Sole	2022-02-08
2021-09-30	$1,012,605	6,270	+9.6%	Shares	Sole	2021-10-29
2021-06-30	$942,312	5,720	+5.4%	Shares	Sole	2021-08-02
2021-03-31	$892,091	5,428	-1.2%	Shares	Sole	2021-05-11
2020-12-31	$864,645	5,494	+1.3%	Shares	Sole	2021-01-26
2020-09-30	$807,227	5,422	+21.7%	Shares	Sole	2020-11-09
2020-06-30	$626,647	4,456	+40.6%	Shares	Sole	2020-08-03
2020-03-31	$415,682	3,170	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.