Position in JNJ
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,431,374
+$198,664 QoQ
Shares Held
5,636
+11.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.31%
of 13F equity value
Holder Rank
#2,639
of 4,664 holders
Holding Since
Dec 2022
15 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, 2026Phillips Wealth Planners LLC holds $7,995,152 across 9 Drug Manufacturers - General names. JNJ ranks #2 (17.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
7,574 | $1,905,921 | |
| 2 | JNJ |
Johnson & Johnson
This page
|
5,636 | $1,431,374 | |
| 3 | AZN |
Astrazeneca PLC
|
5,605 | $1,062,820 | |
| 4 | AMGN |
Amgen Inc
|
2,870 | $1,039,284 | |
| 5 | MRK |
Merck & Co., Inc.
|
6,685 | $859,022 | |
| 6 | LLY |
ELI LILLY & Co
|
554 | $664,484 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
3,450 | $435,873 | |
| 8 | SNY |
Sanofi
|
7,555 | $322,296 |
All Filings in JNJ
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,431,374 | 5,636 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,232,710 | 5,043 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,172,992 | 5,668 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $1,017,399 | 5,487 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $748,322 | 4,899 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $805,484 | 4,857 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $504,868 | 3,491 | Shares | Defined | 2025-01-17 | |
| 2024-09-30 | $811,272 | 5,006 | Shares | Defined | 2024-10-29 | |
| 2024-06-30 | $609,925 | 4,173 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $657,912 | 4,159 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $632,289 | 4,034 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $655,084 | 4,206 | Shares | Defined | 2023-10-30 | |
| 2023-06-30 | $701,804 | 4,240 | Shares | Defined | 2023-07-26 | |
| 2023-03-31 | $741,985 | 4,787 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $820,009 | 4,642 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||