Position in NVS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$7,700,123
+$248,978 QoQ
Shares Held
49,133
+0.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.52%
of 13F equity value
Holder Rank
#202
of 1,602 holders
Holding Since
Mar 2020
24 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, 2026SMITHBRIDGE ASSET MANAGEMENT INC/DE holds $39,618,201 across 7 Drug Manufacturers - General names. NVS ranks #2 (19.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
43,597 | $11,072,330 | |
| 2 | NVS |
Novartis AG
This page
|
49,133 | $7,700,123 | |
| 3 | ABBV |
AbbVie Inc.
|
29,215 | $7,351,662 | |
| 4 | LLY |
ELI LILLY & Co
|
5,883 | $7,056,247 | |
| 5 | NVO |
Novo Nordisk A S
|
102,069 | $4,893,187 | |
| 6 | MRK |
Merck & Co., Inc.
|
10,048 | $1,291,168 | |
| 7 | AMGN |
Amgen Inc
|
700 | $253,484 |
All Filings in NVS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,700,123 | 49,133 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $7,451,145 | 48,780 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $13,485,340 | 97,812 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $6,221,563 | 48,515 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $5,871,889 | 48,524 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $5,349,813 | 47,989 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $5,411,575 | 47,049 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $4,921,645 | 46,230 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $4,437,875 | 45,879 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $4,672,487 | 46,276 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $4,674,253 | 45,889 | Shares | Sole | 2023-10-25 | |
| 2023-03-31 | $3,863,724 | 41,997 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $3,685,681 | 40,627 | Shares | Sole | 2023-03-01 | |
| 2022-09-30 | $3,507,937 | 46,151 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $3,711,965 | 43,913 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $3,809,490 | 43,413 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $3,670,591 | 41,964 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $3,374,897 | 41,268 | Shares | Sole | 2021-10-04 | |
| 2021-06-30 | $3,749,507 | 41,095 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $3,416,635 | 39,970 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $3,390,037 | 35,900 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $3,172,735 | 36,485 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $3,157,341 | 36,150 | Shares | Sole | 2020-07-01 | |
| 2020-03-31 | $2,874,207 | 34,860 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||