Montis Financial, LLC

Position in JNJ — Johnson & Johnson

CIK 1844314 WALTHAM, MA

Position in JNJ

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,132,198

+$57,640 QoQ

Shares Held

4,458

+1.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#2,891

of 4,664 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Montis Financial, LLC holds $2,671,923 across 4 Drug Manufacturers - General names. JNJ ranks #1 (42.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson This page	4,458	$1,132,198
2	ABBV	AbbVie Inc.	3,690	$928,551
3	LLY	ELI LILLY & Co	297	$356,230
4	MRK	Merck & Co., Inc.	1,984	$254,944

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,132,198	4,458	+1.4%	Shares	Sole	2026-08-06
2026-03-31	$1,074,558	4,396	-7.2%	Shares	Sole	2026-05-11
2025-12-31	$980,736	4,739	+9.2%	Shares	Sole	2026-02-11
2025-09-30	$804,537	4,339	-3.6%	Shares	Sole	2025-10-28
2025-06-30	$687,680	4,502	+0.0%	Shares	Sole	2025-07-17
2025-03-31	$746,445	4,501	+0.0%	Shares	Sole	2025-05-02
2024-12-31	$650,790	4,500	+7.3%	Shares	Sole	2025-02-10
2024-09-30	$679,355	4,192	-15.8%	Shares	Sole	2024-10-10
2024-06-30	$727,438	4,977	-13.7%	Shares	Sole	2024-08-07
2024-03-31	$912,123	5,766	-13.0%	Shares	Sole	2024-04-16
2023-12-31	$1,039,342	6,631	-5.8%	Shares	Sole	2024-02-06
2023-09-30	$1,096,012	7,037	+82.9%	Shares	Sole	2023-10-31
2023-06-30	$636,920	3,848	-4.3%	Shares	Sole	2023-07-31
2023-03-31	$622,945	4,019	0.0%	Shares	Sole	2023-05-11
2022-12-31	$709,956	4,019	-3.0%	Shares	Sole	2023-02-02
2022-09-30	$676,637	4,142	+5.1%	Shares	Sole	2022-10-25
2022-06-30	$699,744	3,942	+0.8%	Shares	Sole	2022-07-27
2022-03-31	$692,969	3,910	-0.3%	Shares	Sole	2022-05-02
2021-12-31	$670,594	3,920	+0.9%	Shares	Sole	2022-01-24
2021-09-30	$627,266	3,884	-19.7%	Shares	Sole	2021-10-26
2021-06-30	$796,847	4,837	-1.7%	Shares	Sole	2021-07-26
2021-03-31	$808,930	4,922	-12.0%	Shares	Sole	2021-05-04
2020-12-31	$880,068	5,592	—	Shares	Sole	2021-02-10
No filing history on record for this holder in this stock.