Position in JNJ
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$14,052,921
-$606,145 QoQ
Shares Held
55,333
-7.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.71%
of 13F equity value
Holder Rank
#925
of 4,676 holders
Holding Since
Mar 2022
17 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, 2026WealthPlan Investment Management, LLC holds $62,244,544 across 10 Drug Manufacturers - General names. JNJ ranks #1 (22.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
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|
55,333 | $14,052,921 | |
| 2 | LLY |
ELI LILLY & Co
|
10,779 | $12,928,656 | |
| 3 | ABBV |
AbbVie Inc.
|
47,636 | $11,987,122 | |
| 4 | AZN |
Astrazeneca PLC
|
42,598 | $8,077,432 | |
| 5 | AMGN |
Amgen Inc
|
13,358 | $4,837,198 | |
| 6 | MRK |
Merck & Co., Inc.
|
33,167 | $4,261,959 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
18,742 | $2,367,864 | |
| 8 | PFE |
Pfizer Inc
|
66,572 | $1,603,053 |
All Filings in JNJ
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,052,921 | 55,333 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $14,659,066 | 59,970 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $11,219,794 | 54,215 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $12,824,759 | 69,166 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $10,703,192 | 70,070 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $9,670,296 | 58,311 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $8,236,109 | 56,950 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $9,997,643 | 61,691 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $8,406,684 | 57,517 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $9,272,781 | 58,618 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $9,067,565 | 57,851 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $9,064,494 | 58,199 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $4,609,732 | 27,850 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $9,078,350 | 58,570 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $22,045,919 | 124,800 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $19,952,136 | 122,136 | Shares | Other | 2022-12-12 | |
| 2022-03-31 | $19,459,144 | 109,796 | Shares | Other | 2022-09-07 | |
| No filing history on record for this holder in this stock. | ||||||