Pinnacle Wealth Management Advisory Group, LLC
Position in NVS — Novartis AG
CIK 1631864
RED BANK, NJ
Position in NVS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$549,146
+$2,149 QoQ
Shares Held
3,504
-2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#845
of 1,603 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Pinnacle Wealth Management Advisory Group, LLC holds $53,801,179 across 10 Drug Manufacturers - General names. NVS ranks #9 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
81,540 | $20,708,713 | |
| 2 | MRK |
Merck & Co., Inc.
|
76,268 | $9,800,438 | |
| 3 | LLY |
ELI LILLY & Co
|
4,634 | $5,558,159 | |
| 4 | AMGN |
Amgen Inc
|
14,622 | $5,294,918 | |
| 5 | ABBV |
AbbVie Inc.
|
17,031 | $4,285,680 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
33,876 | $4,279,893 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
30,622 | $1,764,439 | |
| 8 | PFE |
Pfizer Inc
|
43,459 | $1,046,492 |
All Filings in NVS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $549,146 | 3,504 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $546,997 | 3,581 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $511,773 | 3,712 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $488,850 | 3,812 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $467,340 | 3,862 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $458,405 | 4,112 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $395,370 | 4,063 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $467,326 | 4,063 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $443,192 | 4,163 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $402,686 | 4,163 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $476,881 | 4,723 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $510,318 | 5,010 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $518,879 | 5,142 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $479,320 | 5,210 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $444,709 | 4,902 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $391,983 | 5,157 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $418,169 | 4,947 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $434,099 | 4,947 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $432,714 | 4,947 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $270,610 | 3,309 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $301,913 | 3,309 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $282,853 | 3,309 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $312,468 | 3,309 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $318,186 | 3,659 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $257,216 | 2,945 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $250,153 | 3,034 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||