SEC 13F Intelligence

Philip James Wealth Mangement, LLC / JNJ

Philip James Wealth Mangement, LLC’s Johnson & Johnson Position

Does Philip James Wealth Mangement, LLC own Johnson & Johnson (JNJ)? Yes — 84.1K shares worth $21M (+2.37% of its 13F portfolio) as of Q1 2026, down from 85.0K shares the prior filed quarter.

Position Value
$21M
Q1 2026
Shares
84.1K
% of Portfolio
+2.37%
Quarters Held
10
currently held

Position History JNJ

Reported value by quarter
Q4 ’23: $503,281Q4 ’23Q1 ’24: $437,078Q2 ’24: $355,105Q2 ’24Q3 ’24: $13MQ4 ’24: $11MQ4 ’24Q1 ’25: $13MQ2 ’25: $13MQ2 ’25Q3 ’25: $16MQ4 ’25: $18MQ4 ’25Q1 ’26: $21Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202684.1K$21M+2.37%
Q4 202585.0K$18M+2.04%
Q3 202585.7K$16M+1.85%
Q2 202587.9K$13M+1.71%
Q1 202577.4K$13M+1.56%
Q4 202476.2K$11M+1.42%
Q3 202477.8K$13M+1.55%
Q2 20242.4K$355,105+0.24%
Q1 20242.8K$437,078+0.31%
Q4 20233.2K$503,281+0.39%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Philip James Wealth Mangement, LLC’s full portfolio or all institutional holders of JNJ.