Kapstone Financial Advisors LLC

Position in JNJ — Johnson & Johnson

CIK 1966087 LEBANON, OH

Position in JNJ

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$2,123,951

+$296,274 QoQ

Shares Held

8,363

+11.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.63%

of 13F equity value

Holder Rank

#2,296

of 4,664 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Kapstone Financial Advisors LLC holds $8,529,634 across 7 Drug Manufacturers - General names. JNJ ranks #2 (24.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABBV	AbbVie Inc.	15,264	$3,841,032
2	JNJ	Johnson & Johnson This page	8,363	$2,123,951
3	MRK	Merck & Co., Inc.	8,968	$1,152,388
4	NVS	Novartis AG	2,695	$422,360
5	LLY	ELI LILLY & Co	351	$420,999
6	BMY	Bristol Myers Squibb Co	5,977	$344,394
7	AZN	Astrazeneca PLC	1,184	$224,510

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,123,951	8,363	+11.8%	Shares	Sole	2026-08-07
2026-03-31	$1,827,677	7,477	+3.2%	Shares	Sole	2026-04-22
2025-12-31	$1,499,766	7,247	0.0%	Shares	Sole	2026-02-05
2025-09-30	$1,343,738	7,247	-7.1%	Shares	Sole	2025-11-07
2025-06-30	$1,192,061	7,804	+4.5%	Shares	Sole	2025-07-11
2025-03-31	$1,238,493	7,468	-1.3%	Shares	Sole	2025-04-11
2024-12-31	$1,094,484	7,568	-3.3%	Shares	Sole	2025-02-06
2024-09-30	$1,268,767	7,829	-0.2%	Shares	Sole	2024-11-06
2024-06-30	$1,146,625	7,845	-0.8%	Shares	Sole	2024-08-02
2024-03-31	$1,251,441	7,911	-0.5%	Shares	Sole	2024-05-13
2023-12-31	$1,246,239	7,951	-3.6%	Shares	Sole	2024-02-05
2023-09-30	$1,284,314	8,246	-3.4%	Shares	Sole	2023-11-03
2023-06-30	$1,412,878	8,536	-1.6%	Shares	Sole	2023-08-08
2023-03-31	$1,345,090	8,678	-0.6%	Shares	Sole	2023-04-20
2022-12-31	$1,542,684	8,733	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.