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Philip James Wealth Mangement, LLC: JNJ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Philip James Wealth Mangement, LLC on JNJ, newest first. How the timeline and the estimate are built.

Philip James Wealth Mangement, LLC held 81,906 JNJ shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,906 shares
    Change vs previous 13F -2,239 shares

    2.34% of the 13F portfolio, value $20,801,541.

    13F-HR 0002002630-26-000004 filed by Philip James Wealth Mangement, LLC
    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 84,145 shares
    Change vs previous 13F -870 shares

    2.37% of the 13F portfolio, value $20,568,424.

    13F-HR 0002002630-26-000002 filed by Philip James Wealth Mangement, LLC
    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 85,015 shares
    Change vs previous 13F -689 shares

    2.04% of the 13F portfolio, value $17,593,837.

    13F-HR 0002002630-26-000001 filed by Philip James Wealth Mangement, LLC
    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 85,704 shares
    Change vs previous 13F -2,149 shares

    1.85% of the 13F portfolio, value $15,891,303.

    13F-HR 0002002630-25-000006 filed by Philip James Wealth Mangement, LLC
    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 87,853 shares
    Change vs previous 13F +10,438 shares

    1.71% of the 13F portfolio, value $13,419,525.

    13F-HR 0002002630-25-000003 filed by Philip James Wealth Mangement, LLC
    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 77,415 shares
    Change vs previous 13F +1,257 shares

    1.56% of the 13F portfolio, value $12,838,582.

    13F-HR 0002002630-25-000002 filed by Philip James Wealth Mangement, LLC
    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 76,158 shares
    Change vs previous 13F -1,684 shares

    1.42% of the 13F portfolio, value $11,013,899.

    13F-HR 0002002630-25-000001 filed by Philip James Wealth Mangement, LLC
    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 77,842 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $12,614,994.

    13F-HR 0002002630-24-000005 filed by Philip James Wealth Mangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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