Position in NVS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$386,158
+$62,634 QoQ
Shares Held
2,464
+16.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,002
of 1,602 holders
Holding Since
Mar 2020
15 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, 2026SUMMITRY LLC holds $46,849,010 across 11 Drug Manufacturers - General names. NVS ranks #8 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMGN |
Amgen Inc
|
75,057 | $27,179,640 | |
| 2 | JNJ |
Johnson & Johnson
|
51,089 | $12,975,073 | |
| 3 | LLY |
ELI LILLY & Co
|
1,711 | $2,052,224 | |
| 4 | ABBV |
AbbVie Inc.
|
4,563 | $1,148,233 | |
| 5 | BIIB |
Biogen Inc.
|
4,137 | $893,840 | |
| 6 | MRK |
Merck & Co., Inc.
|
6,279 | $806,851 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
8,531 | $491,556 | |
| 8 | NVS |
Novartis AG
This page
|
2,464 | $386,158 |
All Filings in NVS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $386,158 | 2,464 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $323,524 | 2,118 | Shares | Sole | 2026-05-22 | |
| 2025-12-31 | $276,980 | 2,009 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $221,855 | 1,730 | Shares | Sole | 2025-11-07 | |
| 2022-09-30 | $2,614,211 | 34,393 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,716,287 | 32,134 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $3,055,367 | 34,819 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $3,112,707 | 35,586 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $2,799,901 | 34,237 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,164,203 | 34,680 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,761,858 | 32,310 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $2,878,037 | 30,478 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $2,586,799 | 29,747 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,567,097 | 29,392 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $2,233,735 | 27,092 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||