Position in NVS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$590,991
+$14,971 QoQ
Shares Held
3,771
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#820
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, 2026Aull & Monroe Investment Management Corp holds $30,785,948 across 9 Drug Manufacturers - General names. NVS ranks #7 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
9,329 | $11,189,483 | |
| 2 | JNJ |
Johnson & Johnson
|
30,562 | $7,761,831 | |
| 3 | ABBV |
AbbVie Inc.
|
14,519 | $3,653,561 | |
| 4 | AMGN |
Amgen Inc
|
9,494 | $3,437,967 | |
| 5 | MRK |
Merck & Co., Inc.
|
18,386 | $2,362,601 | |
| 6 | PFE |
Pfizer Inc
|
38,318 | $922,697 | |
| 7 | NVS |
Novartis AG
This page
|
3,771 | $590,991 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
9,214 | $530,910 |
All Filings in NVS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $590,991 | 3,771 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $576,020 | 3,771 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $519,907 | 3,771 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $483,593 | 3,771 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $438,177 | 3,621 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $403,669 | 3,621 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $354,305 | 3,641 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $441,791 | 3,841 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $408,912 | 3,841 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $419,904 | 4,341 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $438,310 | 4,341 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $442,174 | 4,341 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $441,481 | 4,375 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $402,500 | 4,375 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $396,900 | 4,375 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $332,543 | 4,375 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $369,818 | 4,375 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $388,293 | 4,425 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $387,054 | 4,425 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $353,698 | 4,325 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $394,613 | 4,325 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $369,701 | 4,325 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $422,574 | 4,475 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $389,146 | 4,475 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $408,314 | 4,675 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $381,331 | 4,625 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||