Position in JNJ
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,755,185
+$181,726 QoQ
Shares Held
6,911
+7.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.63%
of 13F equity value
Holder Rank
#2,462
of 4,664 holders
Holding Since
Sep 2024
8 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, 2026BWM Planning, LLC holds $3,176,509 across 2 Drug Manufacturers - General names. JNJ ranks #1 (55.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
This page
|
6,911 | $1,755,185 | |
| 2 | LLY |
ELI LILLY & Co
|
1,185 | $1,421,324 |
All Filings in JNJ
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,755,185 | 6,911 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,573,459 | 6,437 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,342,691 | 6,488 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,164,993 | 6,283 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $939,259 | 6,149 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,092,884 | 6,590 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $959,698 | 6,636 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,075,430 | 6,636 | Shares | Sole | 2024-10-09 | |
| No filing history on record for this holder in this stock. | ||||||