Summit Wealth Partners, LLC

Position in JNJ — Johnson & Johnson

CIK 2033312 Orlando, FL

Position in JNJ

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$3,402,182

+$99,065 QoQ

Shares Held

13,396

-0.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.69%

of 13F equity value

Holder Rank

#1,904

of 4,676 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Summit Wealth Partners, LLC holds $8,124,213 across 7 Drug Manufacturers - General names. JNJ ranks #1 (41.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson This page	13,396	$3,402,182
2	MRK	Merck & Co., Inc.	15,653	$2,011,410
3	ABBV	AbbVie Inc.	3,699	$930,816
4	PFE	Pfizer Inc	21,656	$521,476
5	AMGN	Amgen Inc	1,372	$496,828
6	LLY	ELI LILLY & Co	331	$397,011
7	GILD	Gilead Sciences, Inc.	2,885	$364,490

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,402,182	13,396	-0.9%	Shares	Sole	2026-08-03
2026-03-31	$3,303,117	13,513	+25.8%	Shares	Sole	2026-04-17
2025-12-31	$2,223,056	10,742	-0.1%	Shares	Sole	2026-01-27
2025-09-30	$1,994,748	10,758	+7.1%	Shares	Sole	2025-10-21
2025-06-30	$1,533,915	10,042	-0.6%	Shares	Sole	2025-08-11
2025-03-31	$1,675,149	10,101	-3.1%	Shares	Sole	2025-05-06
2024-12-31	$1,506,940	10,420	+4.0%	Shares	Sole	2025-01-27
2024-09-30	$1,623,517	10,018	+0.1%	Shares	Sole	2024-10-28
2024-06-30	$1,462,623	10,007	+0.6%	Shares	Sole	2024-09-11
2024-03-31	$1,573,357	9,946	+0.1%	Shares	Sole	2024-09-11
2023-12-31	$1,558,152	9,941	-0.2%	Shares	Sole	2024-09-11
2023-09-30	$1,551,425	9,961	+9.1%	Shares	Sole	2024-09-11
2023-06-30	$1,511,032	9,129	-4.8%	Shares	Sole	2024-09-11
2023-03-31	$1,486,915	9,593	-1.0%	Shares	Sole	2024-09-11
2022-12-31	$1,712,091	9,692	-1.8%	Shares	Sole	2024-09-11
2022-09-30	$1,611,709	9,866	-2.8%	Shares	Sole	2024-09-11
2022-06-30	$1,802,081	10,152	-3.3%	Shares	Sole	2024-09-11
2022-03-31	$1,861,269	10,502	+1.8%	Shares	Sole	2024-09-11
2021-12-31	$1,765,100	10,318	-1.2%	Shares	Sole	2024-09-10
2021-09-30	$1,686,544	10,443	-0.1%	Shares	Sole	2024-09-10
2021-06-30	$1,722,191	10,454	+2.3%	Shares	Sole	2024-09-10
2021-03-31	$1,679,821	10,221	-1.4%	Shares	Sole	2024-09-10
2020-12-31	$1,632,030	10,370	0.0%	Shares	Sole	2024-09-10
2020-09-30	$1,543,885	10,370	-0.4%	Shares	Sole	2024-09-10
2020-06-30	$1,464,802	10,416	+0.4%	Shares	Sole	2024-09-10
2020-03-31	$1,359,818	10,370	—	Shares	Sole	2024-09-10
No filing history on record for this holder in this stock.