Position in JNJ
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,292,961
-$1,104 QoQ
Shares Held
5,091
-3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.88%
of 13F equity value
Holder Rank
#2,743
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, 2026Tanglewood Legacy Advisors, LLC holds $3,267,316 across 7 Drug Manufacturers - General names. JNJ ranks #2 (39.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRK |
Merck & Co., Inc.
|
12,210 | $1,568,985 | |
| 2 | JNJ |
Johnson & Johnson
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|
5,091 | $1,292,961 | |
| 3 | LLY |
ELI LILLY & Co
|
100 | $119,943 | |
| 4 | ABBV |
AbbVie Inc.
|
443 | $111,476 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
1,868 | $107,634 | |
| 6 | PFE |
Pfizer Inc
|
2,072 | $49,893 | |
| 7 | OGN |
Organon & Co.
|
1,213 | $16,424 |
All Filings in JNJ
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,292,961 | 5,091 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,294,065 | 5,294 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,095,593 | 5,294 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $981,613 | 5,294 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $905,960 | 5,931 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $983,597 | 5,931 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $886,665 | 6,131 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $890,357 | 5,494 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $803,003 | 5,494 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $961,320 | 6,077 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $976,803 | 6,232 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $970,634 | 6,232 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $1,031,520 | 6,232 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $965,960 | 6,232 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,100,882 | 6,232 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||