Position in JNJ
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$14,345,495
+$148,176 QoQ
Shares Held
56,485
-2.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.48%
of 13F equity value
Holder Rank
#916
of 4,676 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JNJ Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Caldwell Trust Co holds $66,282,067 across 15 Drug Manufacturers - General names. JNJ ranks #2 (21.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
21,550 | $25,847,718 | |
| 2 | JNJ |
Johnson & Johnson
This page
|
56,485 | $14,345,495 | |
| 3 | AMGN |
Amgen Inc
|
26,584 | $9,626,598 | |
| 4 | ABBV |
AbbVie Inc.
|
27,070 | $6,811,894 | |
| 5 | MRK |
Merck & Co., Inc.
|
35,474 | $4,558,408 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
30,189 | $1,739,490 | |
| 7 | AZN |
Astrazeneca PLC
|
8,454 | $1,603,047 | |
| 8 | PFE |
Pfizer Inc
|
44,139 | $1,062,867 |
All Filings in JNJ
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,345,495 | 56,485 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $14,197,319 | 58,081 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $12,010,757 | 58,037 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $11,013,206 | 59,396 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $9,051,506 | 59,257 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $9,733,481 | 58,692 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $8,992,616 | 62,181 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $10,386,911 | 64,093 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $9,762,903 | 66,796 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $10,695,542 | 67,612 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $10,806,439 | 68,945 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $10,979,129 | 70,492 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $11,753,575 | 71,010 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $11,063,435 | 71,377 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $12,878,138 | 72,902 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $12,072,630 | 73,902 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $13,330,468 | 75,097 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $13,446,971 | 75,873 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $12,897,309 | 75,392 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $12,323,903 | 76,309 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $12,116,132 | 73,547 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $12,193,455 | 74,192 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $11,816,719 | 75,084 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $11,226,891 | 75,409 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $11,299,198 | 80,347 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $10,699,945 | 81,598 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||