Position in NVS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,120,982
+$119,795 QoQ
Shares Held
32,676
-0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.25%
of 13F equity value
Holder Rank
#258
of 1,603 holders
Holding Since
Mar 2020
26 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, 2026WealthTrust Axiom LLC holds $55,432,985 across 12 Drug Manufacturers - General names. NVS ranks #7 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
8,745 | $10,489,016 | |
| 2 | BMY |
Bristol Myers Squibb Co
|
119,517 | $6,886,569 | |
| 3 | PFE |
Pfizer Inc
|
281,791 | $6,785,527 | |
| 4 | GILD |
Gilead Sciences, Inc.
|
42,122 | $5,321,693 | |
| 5 | JNJ |
Johnson & Johnson
|
20,387 | $5,177,686 | |
| 6 | MRK |
Merck & Co., Inc.
|
40,221 | $5,168,398 | |
| 7 | NVS |
Novartis AG
This page
|
32,676 | $5,120,982 | |
| 8 | NVO |
Novo Nordisk A S
|
81,667 | $3,915,115 |
All Filings in NVS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,120,982 | 32,676 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $5,001,187 | 32,741 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,533,854 | 32,885 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,252,310 | 33,159 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,950,976 | 32,650 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,888,979 | 34,885 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,292,483 | 33,835 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,003,846 | 34,810 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,730,890 | 35,045 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,301,781 | 34,134 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,427,830 | 33,949 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $3,380,733 | 33,190 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $3,349,202 | 33,190 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $3,054,400 | 33,200 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $3,013,264 | 33,215 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,682,392 | 35,290 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,991,516 | 35,390 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $3,134,430 | 35,720 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $3,128,801 | 35,770 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $2,936,310 | 35,905 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $3,287,377 | 36,030 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $3,169,171 | 37,075 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $3,521,766 | 37,295 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $3,308,306 | 38,044 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $3,455,083 | 39,559 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $3,352,334 | 40,659 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||