Position in NVS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,422,234
+$32,515 QoQ
Shares Held
9,075
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#518
of 1,603 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026KCM INVESTMENT ADVISORS LLC holds $142,663,499 across 11 Drug Manufacturers - General names. NVS ranks #7 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
187,862 | $47,711,312 | |
| 2 | AMGN |
Amgen Inc
|
87,850 | $31,812,242 | |
| 3 | LLY |
ELI LILLY & Co
|
24,625 | $29,535,966 | |
| 4 | ABBV |
AbbVie Inc.
|
76,198 | $19,174,464 | |
| 5 | MRK |
Merck & Co., Inc.
|
53,356 | $6,856,246 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
21,638 | $2,733,744 | |
| 7 | NVS |
Novartis AG
This page
|
9,075 | $1,422,234 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
22,865 | $1,317,481 |
All Filings in NVS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,422,234 | 9,075 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,389,719 | 9,098 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,262,751 | 9,159 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,230,975 | 9,599 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,240,231 | 10,249 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,090,943 | 9,786 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $938,554 | 9,645 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,121,099 | 9,747 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,045,863 | 9,824 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $970,008 | 10,028 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,023,734 | 10,139 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,078,391 | 10,587 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,087,607 | 10,778 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,047,788 | 11,389 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $997,466 | 10,995 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $819,691 | 10,784 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $791,285 | 9,361 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $836,871 | 9,537 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $749,268 | 8,566 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $596,094 | 7,289 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $672,256 | 7,368 | Shares | Sole | 2021-10-21 | |
| 2021-03-31 | $1,143,551 | 13,378 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,323,625 | 14,017 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $1,163,350 | 13,378 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,274,901 | 14,597 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,060,307 | 12,860 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||