Position in NVS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,081,868
+$45,100 QoQ
Shares Held
13,284
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#417
of 1,603 holders
Holding Since
Mar 2020
26 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, 2026AIMZ Investment Advisors, LLC holds $37,637,360 across 11 Drug Manufacturers - General names. NVS ranks #9 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GILD |
Gilead Sciences, Inc.
|
61,319 | $7,747,042 | |
| 2 | AZN |
Astrazeneca PLC
|
27,221 | $5,161,646 | |
| 3 | AMGN |
Amgen Inc
|
12,935 | $4,684,022 | |
| 4 | ABBV |
AbbVie Inc.
|
15,376 | $3,869,216 | |
| 5 | JNJ |
Johnson & Johnson
|
13,954 | $3,543,897 | |
| 6 | MRK |
Merck & Co., Inc.
|
25,475 | $3,273,537 | |
| 7 | GSK |
GSK plc
|
59,214 | $3,103,997 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
52,522 | $3,026,317 |
All Filings in NVS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,081,868 | 13,284 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,036,768 | 13,334 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,837,531 | 13,328 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,709,182 | 13,328 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,612,821 | 13,328 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,488,480 | 13,352 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,293,055 | 13,288 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,539,887 | 13,388 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,435,932 | 13,488 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,303,726 | 13,478 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,365,922 | 13,528 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,398,334 | 13,728 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,385,292 | 13,728 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,281,376 | 13,928 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,267,358 | 13,970 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,069,460 | 14,070 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,197,790 | 14,170 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,243,417 | 14,170 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,263,591 | 14,446 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,165,037 | 14,246 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,299,805 | 14,246 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $1,217,748 | 14,246 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $1,344,588 | 14,239 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,238,223 | 14,239 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,248,001 | 14,289 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,178,128 | 14,289 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||