Position in NVS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$23,817,364
+$4,659,612 QoQ
Shares Held
151,974
+21.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#106
of 1,603 holders
Holding Since
Mar 2023
14 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, 2026Capital Wealth Planning, LLC holds $1,476,062,154 across 7 Drug Manufacturers - General names. NVS ranks #5 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMGN |
Amgen Inc
|
2,033,759 | $736,464,808 | |
| 2 | MRK |
Merck & Co., Inc.
|
4,708,599 | $605,054,971 | |
| 3 | LLY |
ELI LILLY & Co
|
39,748 | $47,674,946 | |
| 4 | AZN |
Astrazeneca PLC
|
215,993 | $40,956,591 | |
| 5 | NVS |
Novartis AG
This page
|
151,974 | $23,817,364 | |
| 6 | ABBV |
AbbVie Inc.
|
82,790 | $20,833,275 | |
| 7 | JNJ |
Johnson & Johnson
|
4,962 | $1,260,199 |
All Filings in NVS
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,817,364 | 151,974 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $19,157,752 | 125,419 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $22,547,949 | 163,545 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $15,248,377 | 118,905 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $10,937,488 | 90,385 | Shares | Other | 2025-08-07 | |
| 2025-03-31 | $5,736,760 | 51,460 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $3,755,192 | 38,590 | Shares | Other | 2025-02-05 | |
| 2024-09-30 | $4,079,759 | 35,470 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $2,540,454 | 23,863 | Shares | Other | 2024-08-09 | |
| 2024-03-31 | $1,936,921 | 20,024 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $1,609,057 | 15,936 | Shares | Other | 2024-02-08 | |
| 2023-09-30 | $1,099,476 | 10,794 | Shares | Other | 2023-11-06 | |
| 2023-06-30 | $554,298 | 5,493 | Shares | Other | 2023-08-04 | |
| 2023-03-31 | $330,924 | 3,597 | Shares | Other | 2023-05-04 | |
| No filing history on record for this holder in this stock. | ||||||