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Smith Salley Wealth Management: JNJ position timeline

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

Smith Salley Wealth Management held 63,130 JNJ shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,130 shares
    Change vs previous 13F +5,296 shares

    0.7% of the 13F portfolio, value $16,033,242.

    13F-HR 0001062993-26-003799 filed by Smith Salley Wealth Management
    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 57,834 shares
    Change vs previous 13F +2,252 shares

    0.71% of the 13F portfolio, value $14,136,873.

    13F-HR 0001062993-26-002022 filed by Smith Salley Wealth Management
    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 55,582 shares
    Change vs previous 13F +4,152 shares

    0.57% of the 13F portfolio, value $11,502,777.

    13F-HR 0001062993-26-000437 filed by Smith Salley Wealth Management
    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 51,430 shares
    Change vs previous 13F +5,483 shares

    0.49% of the 13F portfolio, value $9,536,165.

    13F-HR 0001062993-25-016209 filed by Smith Salley Wealth Management
    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 45,947 shares
    Change vs previous 13F +1,469 shares

    0.41% of the 13F portfolio, value $7,018,338.

    13F-HR 0001062993-25-012934 filed by Smith Salley Wealth Management
    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 44,478 shares
    Change vs previous 13F +165 shares

    0.48% of the 13F portfolio, value $7,376,159.

    13F-HR 0001062993-25-007992 filed by Smith Salley Wealth Management
    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 44,313 shares
    Change vs previous 13F -768 shares

    0.41% of the 13F portfolio, value $6,408,582.

    13F-HR 0001062993-25-000804 filed by Smith Salley Wealth Management
    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 45,081 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $7,305,763.

    13F-HR 0001062993-24-017911 filed by Smith Salley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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