Position in JNJ
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,043,964
+$1,172,528 QoQ
Shares Held
15,923
+35.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.19%
of 13F equity value
Holder Rank
#1,764
of 4,664 holders
Holding Since
Dec 2024
7 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, 2026Peak Retirement Planning, Inc. holds $17,637,576 across 5 Drug Manufacturers - General names. JNJ ranks #2 (22.9% of the industry book) .
All Filings in JNJ
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,043,964 | 15,923 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,871,436 | 11,747 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,367,921 | 11,442 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,097,471 | 11,312 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,381,623 | 9,045 | Shares | Sole | 2025-11-04 | |
| 2025-03-31 | $1,111,625 | 6,703 | Shares | Sole | 2025-11-04 | |
| 2024-12-31 | $831,275 | 5,748 | Shares | Sole | 2025-02-20 | |
| No filing history on record for this holder in this stock. | ||||||