Position in NVS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$593,655
+$15,038 QoQ
Shares Held
3,788
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#818
of 1,603 holders
Holding Since
Dec 2020
20 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, 2026Hollow Brook Wealth Management LLC holds $18,211,815 across 8 Drug Manufacturers - General names. NVS ranks #4 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
41,158 | $10,452,897 | |
| 2 | PFE |
Pfizer Inc
|
196,805 | $4,739,064 | |
| 3 | ABBV |
AbbVie Inc.
|
2,525 | $635,391 | |
| 4 | NVS |
Novartis AG
This page
|
3,788 | $593,655 | |
| 5 | MRK |
Merck & Co., Inc.
|
4,113 | $528,520 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
3,546 | $448,001 | |
| 7 | AMGN |
Amgen Inc
|
1,202 | $435,268 | |
| 8 | LLY |
ELI LILLY & Co
|
316 | $379,019 |
All Filings in NVS
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $593,655 | 3,788 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $578,617 | 3,788 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $522,251 | 3,788 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $485,773 | 3,788 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $458,385 | 3,788 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $422,286 | 3,788 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $368,610 | 3,788 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $435,695 | 3,788 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $403,270 | 3,788 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $366,413 | 3,788 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $382,474 | 3,788 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $385,845 | 3,788 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $382,247 | 3,788 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $348,496 | 3,788 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $343,647 | 3,788 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $287,925 | 3,788 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $489,259 | 5,788 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $507,897 | 5,788 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $506,276 | 5,788 | Shares | Sole | 2022-02-14 | |
| 2020-12-31 | $566,580 | 6,000 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||