Position in NVS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$8,278,577
-$8,307,170 QoQ
Shares Held
52,824
-51.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#191
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, 2026Edgemoor Investment Advisors, Inc. holds $32,892,585 across 7 Drug Manufacturers - General names. NVS ranks #2 (25.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
11,032 | $13,232,112 | |
| 2 | NVS |
Novartis AG
This page
|
52,824 | $8,278,577 | |
| 3 | PFE |
Pfizer Inc
|
292,257 | $7,037,548 | |
| 4 | JNJ |
Johnson & Johnson
|
10,588 | $2,689,034 | |
| 5 | AMGN |
Amgen Inc
|
1,910 | $691,649 | |
| 6 | ABBV |
AbbVie Inc.
|
2,437 | $613,246 | |
| 7 | MRK |
Merck & Co., Inc.
|
2,727 | $350,419 |
All Filings in NVS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,278,577 | 52,824 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $16,585,747 | 108,581 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $14,935,457 | 108,330 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $13,983,289 | 109,040 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $13,400,526 | 110,739 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $12,522,994 | 112,334 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $11,646,352 | 119,683 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $14,543,588 | 126,444 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $13,836,499 | 129,969 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $12,949,922 | 133,877 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $13,651,749 | 135,206 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $13,958,792 | 137,039 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $14,015,591 | 138,892 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $12,943,020 | 140,685 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $12,804,765 | 141,146 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $10,755,491 | 141,501 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $12,122,531 | 143,411 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $12,918,291 | 147,217 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $13,155,488 | 150,400 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $12,498,682 | 152,833 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $17,302,114 | 189,633 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $16,257,013 | 190,185 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $17,858,129 | 189,115 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $16,438,831 | 189,039 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $16,763,690 | 191,936 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $15,511,648 | 188,134 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||