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LYELL WEALTH MANAGEMENT, LP: JNJ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LYELL WEALTH MANAGEMENT, LP on JNJ, newest first. How the timeline and the estimate are built.

LYELL WEALTH MANAGEMENT, LP held 8,500 JNJ shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,500 shares
    Change vs previous 13F +157 shares

    0.13% of the 13F portfolio, value $2,158,745.

    13F-HR 0001104659-26-090824 filed by LYELL WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 8,343 shares
    Change vs previous 13F +400 shares

    0.15% of the 13F portfolio, value $2,039,363.

    13F-HR 0001104659-26-056835 filed by LYELL WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 7,943 shares
    Change vs previous 13F +577 shares

    0.12% of the 13F portfolio, value $1,643,804.

    13F-HR 0001104659-26-013572 filed by LYELL WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 7,366 shares
    Change vs previous 13F -296 shares

    0.1% of the 13F portfolio, value $1,365,804.

    13F-HR 0001104659-25-107812 filed by LYELL WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 7,662 shares
    Change vs previous 13F +1,257 shares

    0.09% of the 13F portfolio, value $1,170,371.

    13F-HR 0001104659-25-071730 filed by LYELL WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 6,405 shares
    Change vs previous 13F -1,034 shares

    0.1% of the 13F portfolio, value $1,062,217.

    13F-HR 0001104659-25-046030 filed by LYELL WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 7,439 shares
    Change vs previous 13F +104 shares

    0.1% of the 13F portfolio, value $1,075,835.

    13F-HR 0001104659-25-008208 filed by LYELL WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 7,335 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,188,714.

    13F-HR 0001104659-24-110780 filed by LYELL WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).