Position in NVS
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$12,084,510
+$631,098 QoQ
Shares Held
79,113
-4.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Mar 31, 2026CWM, LLC holds $807,852,719 across 18 Drug Manufacturers - General names. NVS ranks #9 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
692,270 | $169,218,478 | |
| 2 | LLY |
ELI LILLY & Co
|
144,076 | $132,516,782 | |
| 3 | MRK |
Merck & Co., Inc.
|
1,010,525 | $121,556,052 | |
| 4 | ABBV |
AbbVie Inc.
|
464,400 | $101,002,356 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
1,256,734 | $76,220,917 | |
| 6 | PFE |
Pfizer Inc
|
2,111,686 | $59,296,142 | |
| 7 | AMGN |
Amgen Inc
|
157,671 | $55,476,541 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
332,096 | $46,284,219 |
All Filings in NVS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,084,510 | 79,113 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $11,453,412 | 83,074 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $11,474,402 | 89,476 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $10,002,565 | 82,659 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $7,688,998 | 68,972 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $6,939,078 | 71,309 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $8,673,083 | 75,405 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $8,603,777 | 80,817 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $7,991,058 | 82,612 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $8,728,250 | 86,444 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $8,927,825 | 87,648 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $9,307,635 | 92,237 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $8,768,336 | 95,308 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $8,843,839 | 97,485 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $7,712,050 | 101,461 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $8,125,023 | 96,120 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $8,086,074 | 92,149 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $7,774,945 | 88,887 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $8,079,484 | 88,552 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $7,569,424 | 88,552 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $8,361,965 | 88,552 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $7,700,481 | 88,552 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $7,734,131 | 88,552 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $7,301,112 | 88,552 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||