Position in NVS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$138,540
+$42,919 QoQ
Shares Held
884
+41.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,347
of 1,603 holders
Holding Since
Jun 2021
21 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, 2026EVERMAY WEALTH MANAGEMENT LLC holds $11,410,999 across 12 Drug Manufacturers - General names. NVS ranks #8 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
3,773 | $4,525,449 | |
| 2 | MRK |
Merck & Co., Inc.
|
18,218 | $2,341,013 | |
| 3 | ABBV |
AbbVie Inc.
|
5,542 | $1,394,588 | |
| 4 | JNJ |
Johnson & Johnson
|
5,479 | $1,391,501 | |
| 5 | AMGN |
Amgen Inc
|
2,873 | $1,040,370 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
4,988 | $287,408 | |
| 7 | PFE |
Pfizer Inc
|
9,436 | $227,218 | |
| 8 | NVS |
Novartis AG
This page
|
884 | $138,540 |
All Filings in NVS
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $138,540 | 884 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $95,621 | 626 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $153,862 | 1,116 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $149,271 | 1,164 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $140,855 | 1,164 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $129,762 | 1,164 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $113,268 | 1,164 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $135,263 | 1,176 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $125,196 | 1,176 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $113,754 | 1,176 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $108,643 | 1,076 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $109,601 | 1,076 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $108,579 | 1,076 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $56,028 | 609 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $55,248 | 609 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $25,311 | 333 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $28,148 | 333 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $29,220 | 333 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $29,127 | 333 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $27,232 | 333 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $30,382 | 333 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||