Position in NVS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$253,572
+$45,680 QoQ
Shares Held
1,618
+18.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,213
of 1,603 holders
Holding Since
Mar 2020
6 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, 2026LVW Advisors, LLC holds $27,389,756 across 12 Drug Manufacturers - General names. NVS ranks #11 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
24,697 | $6,272,297 | |
| 2 | ABBV |
AbbVie Inc.
|
19,932 | $5,015,688 | |
| 3 | LLY |
ELI LILLY & Co
|
3,596 | $4,313,150 | |
| 4 | GILD |
Gilead Sciences, Inc.
|
23,396 | $2,955,850 | |
| 5 | MRK |
Merck & Co., Inc.
|
22,654 | $2,911,039 | |
| 6 | AMGN |
Amgen Inc
|
7,208 | $2,610,160 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
17,426 | $1,004,086 | |
| 8 | AZN |
Astrazeneca PLC
|
5,241 | $993,798 |
All Filings in NVS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $253,572 | 1,618 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $207,892 | 1,361 | Shares | Sole | 2026-04-20 | |
| 2021-06-30 | $203,830 | 2,234 | Shares | Sole | 2021-07-15 | |
| 2020-09-30 | $383,754 | 4,413 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $353,290 | 4,045 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $249,493 | 3,026 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||