Synergy Investment Management, LLC
Position in JNJ — Johnson & Johnson
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in JNJ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$660,321
+$76,843 QoQ
Shares Held
2,600
+8.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#3,417
of 4,664 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in JNJ Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Synergy Investment Management, LLC holds $2,952,504 across 14 Drug Manufacturers - General names. JNJ ranks #2 (22.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
1,390 | $1,667,207 | |
| 2 | JNJ |
Johnson & Johnson
This page
|
2,600 | $660,321 | |
| 3 | ABBV |
AbbVie Inc.
|
949 | $238,805 | |
| 4 | MRK |
Merck & Co., Inc.
|
738 | $94,832 | |
| 5 | AMGN |
Amgen Inc
|
206 | $74,595 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
583 | $73,655 | |
| 7 | PFE |
Pfizer Inc
|
2,409 | $58,007 | |
| 8 | AZN |
Astrazeneca PLC
|
131 | $24,838 |
All Filings in JNJ
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $660,321 | 2,600 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $583,478 | 2,387 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $475,985 | 2,300 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $420,347 | 2,267 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $406,467 | 2,661 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $438,646 | 2,645 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $379,627 | 2,625 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||