Position in NVS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$609,954
+$15,451 QoQ
Shares Held
3,892
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#803
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, 2026Smith Salley Wealth Management holds $107,302,312 across 8 Drug Manufacturers - General names. NVS ranks #8 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
159,074 | $40,029,381 | |
| 2 | LLY |
ELI LILLY & Co
|
23,731 | $28,463,675 | |
| 3 | JNJ |
Johnson & Johnson
|
63,130 | $16,033,126 | |
| 4 | AZN |
Astrazeneca PLC
|
61,200 | $11,604,744 | |
| 5 | MRK |
Merck & Co., Inc.
|
45,198 | $5,807,943 | |
| 6 | AMGN |
Amgen Inc
|
11,307 | $4,094,490 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
11,437 | $658,999 | |
| 8 | NVS |
Novartis AG
This page
|
3,892 | $609,954 |
All Filings in NVS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $609,954 | 3,892 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $594,503 | 3,892 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $467,655 | 3,392 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $434,990 | 3,392 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $410,465 | 3,392 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $380,927 | 3,417 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $330,075 | 3,392 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $395,208 | 3,436 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $365,796 | 3,436 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $322,207 | 3,331 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $326,436 | 3,233 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $329,618 | 3,236 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $326,847 | 3,239 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $267,812 | 2,911 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $267,351 | 2,947 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $2,493,735 | 32,808 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $2,758,890 | 32,638 | Shares | Other | 2022-08-01 | |
| 2022-03-31 | $3,489,729 | 39,769 | Shares | Other | 2022-05-10 | |
| 2021-12-31 | $3,396,897 | 38,835 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $3,261,467 | 39,881 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $3,484,272 | 38,188 | Shares | Other | 2021-08-09 | |
| 2021-03-31 | $3,215,415 | 37,616 | Shares | Other | 2021-04-30 | |
| 2020-12-31 | $3,473,607 | 36,785 | Shares | Other | 2021-01-28 | |
| 2020-09-30 | $3,221,520 | 37,046 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $3,215,071 | 36,811 | Shares | Other | 2020-08-04 | |
| 2020-03-31 | $2,875,278 | 34,873 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||