Position in NVS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$770,278
+$19,054 QoQ
Shares Held
4,915
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#710
of 1,603 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026BURNS J W & CO INC/NY holds $40,501,690 across 10 Drug Manufacturers - General names. NVS ranks #7 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
53,495 | $13,586,125 | |
| 2 | ABBV |
AbbVie Inc.
|
36,406 | $9,161,205 | |
| 3 | AMGN |
Amgen Inc
|
22,691 | $8,216,864 | |
| 4 | LLY |
ELI LILLY & Co
|
4,335 | $5,199,529 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
26,774 | $1,542,717 | |
| 6 | MRK |
Merck & Co., Inc.
|
7,012 | $901,042 | |
| 7 | NVS |
Novartis AG
This page
|
4,915 | $770,278 | |
| 8 | PFE |
Pfizer Inc
|
29,042 | $699,331 |
All Filings in NVS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $770,278 | 4,915 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $751,224 | 4,918 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $678,044 | 4,918 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $669,156 | 5,218 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $663,376 | 5,482 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $646,584 | 5,800 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $660,442 | 6,787 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $921,195 | 8,009 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $860,622 | 8,084 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $781,965 | 8,084 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $799,076 | 7,914 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $775,562 | 7,614 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $788,510 | 7,814 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $718,888 | 7,814 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $728,300 | 8,028 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $651,633 | 8,573 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $772,857 | 9,143 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $866,355 | 9,873 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $940,914 | 10,757 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $890,747 | 10,892 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $1,182,379 | 12,959 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $1,086,279 | 12,708 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $1,325,419 | 14,036 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $1,245,788 | 14,326 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $1,276,124 | 14,611 | Shares | Sole | 2020-07-06 | |
| 2020-03-31 | $1,206,738 | 14,636 | Shares | Sole | 2020-04-06 | |
| No filing history on record for this holder in this stock. | ||||||