SCHMIDT P J INVESTMENT MANAGEMENT INC

Position in NVS — Novartis AG

CIK 1008895 CEDARBURG, WI

Position in NVS

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$360,456

+$9,131 QoQ

Shares Held

2,300

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,036

of 1,603 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

SCHMIDT P J INVESTMENT MANAGEMENT INC holds $37,992,630 across 7 Drug Manufacturers - General names. NVS ranks #6 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	18,753	$22,492,912
2	ABBV	AbbVie Inc.	33,957	$8,544,939
3	JNJ	Johnson & Johnson	12,493	$3,172,847
4	MRK	Merck & Co., Inc.	17,392	$2,234,872
5	AMGN	Amgen Inc	2,704	$979,172
6	NVS	Novartis AG This page	2,300	$360,456
7	BMY	Bristol Myers Squibb Co	3,600	$207,432

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$360,456	2,300	0.0%	Shares	Sole	2026-07-29
2026-03-31	$351,325	2,300	0.0%	Shares	Sole	2026-04-29
2025-12-31	$317,101	2,300	0.0%	Shares	Sole	2026-01-28
2025-09-30	$294,952	2,300	0.0%	Shares	Sole	2025-10-27
2025-06-30	$278,323	2,300	0.0%	Shares	Sole	2025-08-01
2025-03-31	$256,404	2,300	0.0%	Shares	Sole	2025-05-21
2024-12-31	$223,813	2,300	0.0%	Shares	Sole	2025-01-27
2024-09-30	$264,546	2,300	0.0%	Shares	Sole	2024-10-23
2024-06-30	$244,858	2,300	0.0%	Shares	Sole	2024-07-29
2024-03-31	$222,479	2,300	0.0%	Shares	Sole	2024-04-26
2023-12-31	$232,231	2,300	0.0%	Shares	Sole	2024-01-29
2023-09-30	$234,278	2,300	0.0%	Shares	Sole	2023-10-20
2023-06-30	$232,093	2,300	0.0%	Shares	Sole	2023-07-26
2023-03-31	$211,600	2,300	0.0%	Shares	Sole	2023-04-28
2022-12-31	$208,656	2,300	—	Shares	Sole	2023-02-01
No filing history on record for this holder in this stock.