Smallwood Wealth Investment Management, LLC
Position in JNJ — Johnson & Johnson
CIK 1921304
RED BANK, NJ
Position in JNJ
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$610,289
+$22,900 QoQ
Shares Held
2,403
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#3,505
of 4,676 holders
Holding Since
Dec 2021
19 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, 2026Smallwood Wealth Investment Management, LLC holds $3,520,397 across 13 Drug Manufacturers - General names. JNJ ranks #3 (17.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
697 | $836,002 | |
| 2 | ABBV |
AbbVie Inc.
|
2,493 | $627,338 | |
| 3 | JNJ |
Johnson & Johnson
This page
|
2,403 | $610,289 | |
| 4 | MRK |
Merck & Co., Inc.
|
3,432 | $441,012 | |
| 5 | AMGN |
Amgen Inc
|
1,184 | $428,750 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
6,574 | $378,793 | |
| 7 | PFE |
Pfizer Inc
|
4,500 | $108,360 | |
| 8 | NVS |
Novartis AG
|
200 | $31,344 |
All Filings in JNJ
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $610,289 | 2,403 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $587,389 | 2,403 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $497,300 | 2,403 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $474,860 | 2,561 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $405,245 | 2,653 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $437,817 | 2,640 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $392,643 | 2,715 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $439,992 | 2,715 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $440,672 | 3,015 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $476,942 | 3,015 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $445,141 | 2,840 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $430,648 | 2,765 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $441,110 | 2,665 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $384,245 | 2,479 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $571,462 | 3,235 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $835,259 | 5,113 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $629,627 | 3,547 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $641,927 | 3,622 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $955,768 | 5,587 | Shares | Sole | 2022-04-05 | |
| No filing history on record for this holder in this stock. | ||||||