Welch Group, LLC

Position in NVS — Novartis AG

CIK 1443095 BIRMINGHAM, AL

Position in NVS

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,138,100

-$307,831 QoQ

Shares Held

7,262

-23.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#582

of 1,603 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Welch Group, LLC holds $262,604,589 across 9 Drug Manufacturers - General names. NVS ranks #6 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABBV	AbbVie Inc.	371,366	$93,450,540
2	JNJ	Johnson & Johnson	356,484	$90,536,241
3	PFE	Pfizer Inc	2,194,625	$52,846,570
4	LLY	ELI LILLY & Co	15,064	$18,068,215
5	MRK	Merck & Co., Inc.	37,231	$4,784,183
6	NVS	Novartis AG This page	7,262	$1,138,100
7	BMY	Bristol Myers Squibb Co	13,167	$758,682
8	GILD	Gilead Sciences, Inc.	4,699	$593,671

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,138,100	7,262	-23.3%	Shares	Sole	2026-07-23
2026-03-31	$1,445,931	9,466	-2.0%	Shares	Sole	2026-04-21
2025-12-31	$1,331,272	9,656	+2.0%	Shares	Sole	2026-01-26
2025-09-30	$1,213,919	9,466	0.0%	Shares	Sole	2025-10-14
2025-06-30	$1,145,480	9,466	+0.2%	Shares	Sole	2025-07-25
2025-03-31	$1,053,040	9,446	-0.1%	Shares	Sole	2025-04-08
2024-12-31	$920,357	9,458	-3.9%	Shares	Sole	2025-01-27
2024-09-30	$1,132,026	9,842	-3.8%	Shares	Sole	2024-10-24
2024-06-30	$1,088,659	10,226	0.0%	Shares	Sole	2024-07-17
2024-03-31	$989,160	10,226	-5.2%	Shares	Sole	2024-04-09
2023-12-31	$1,088,658	10,782	-1.1%	Shares	Sole	2024-01-23
2023-09-30	$1,110,783	10,905	-7.5%	Shares	Sole	2023-10-18
2023-06-30	$1,190,031	11,793	0.0%	Shares	Sole	2023-07-18
2023-03-31	$1,084,956	11,793	-10.0%	Shares	Sole	2023-04-13
2022-12-31	$1,189,248	13,109	-3.3%	Shares	Sole	2023-01-30
2022-09-30	$1,030,467	13,557	0.0%	Shares	Sole	2022-10-13
2022-06-30	$1,145,973	13,557	-9.3%	Shares	Sole	2022-07-21
2022-03-31	$1,311,072	14,941	-10.0%	Shares	Sole	2022-04-29
2021-12-31	$1,452,439	16,605	-34.0%	Shares	Sole	2022-01-26
2021-09-30	$2,058,893	25,176	-93.4%	Shares	Sole	2021-11-05
2021-06-30	$34,653,955	379,811	+4.4%	Shares	Sole	2021-07-21
2021-03-31	$31,094,546	363,764	+1.1%	Shares	Sole	2021-04-23
2020-12-31	$33,960,805	359,640	+1.3%	Shares	Sole	2021-01-25
2020-09-30	$30,863,321	354,914	+2.7%	Shares	Sole	2020-10-28
2020-06-30	$30,169,768	345,429	+0.8%	Shares	Sole	2020-07-22
2020-03-31	$28,240,609	342,518	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.