Curbstone Financial Management Corp

Position in NVS — Novartis AG

CIK 1608057 MANCHESTER, NH

Position in NVS

as of Mar 31, 2026 · filed Apr 15, 2026 Compact

Position Value

$640,633

+$41,726 QoQ

Shares Held

4,194

-3.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

11 quarters on record

Voting authority Sole 50% Shared 0% None 50%

Healthcare · as of Jun 30, 2026

Curbstone Financial Management Corp holds $15,668,421 across 6 Drug Manufacturers - General names.

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	30,788	$7,819,228
2	LLY	ELI LILLY & Co	3,202	$3,840,575
3	BMY	Bristol Myers Squibb Co	20,944	$1,206,793
4	PFE	Pfizer Inc	47,027	$1,132,410
5	AMGN	Amgen Inc	2,604	$942,960
6	GILD	Gilead Sciences, Inc.	5,750	$726,455

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$640,633	4,194	-3.5%	Shares	Sole	2026-04-15
2025-12-31	$598,907	4,344	0.0%	Shares	Sole	2026-01-23
2025-09-30	$557,074	4,344	-2.3%	Shares	Sole	2025-10-15
2025-06-30	$537,768	4,444	+4.4%	Shares	Sole	2025-07-29
2025-03-31	$474,458	4,256	0.0%	Shares	Sole	2025-04-15
2024-12-31	$414,151	4,256	+5.2%	Shares	Sole	2025-01-22
2024-09-30	$465,140	4,044	0.0%	Shares	Sole	2024-10-03
2024-06-30	$430,524	4,044	-1.2%	Shares	Sole	2024-07-03
2023-12-31	$413,371	4,094	0.0%	Shares	Sole	2024-01-08
2023-09-30	$417,014	4,094	0.0%	Shares	Sole	2023-10-10
2023-06-30	$413,125	4,094	—	Shares	Sole	2023-07-05
No filing history on record for this holder in this stock.