Position in NVS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$544,288
+$6,761 QoQ
Shares Held
3,473
-1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#852
of 1,603 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026NWAM LLC holds $48,579,826 across 13 Drug Manufacturers - General names. NVS ranks #13 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
15,632 | $18,749,491 | |
| 2 | ABBV |
AbbVie Inc.
|
27,356 | $6,883,863 | |
| 3 | JNJ |
Johnson & Johnson
|
25,030 | $6,356,869 | |
| 4 | AMGN |
Amgen Inc
|
16,081 | $5,823,251 | |
| 5 | MRK |
Merck & Co., Inc.
|
20,971 | $2,694,773 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
13,024 | $1,645,452 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
24,139 | $1,390,889 | |
| 8 | PFE |
Pfizer Inc
|
51,769 | $1,246,597 |
All Filings in NVS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $544,288 | 3,473 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $537,527 | 3,519 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $444,630 | 3,225 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $436,272 | 3,402 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 | $427,407 | 3,532 | Shares | Sole | 2026-02-04 | |
| 2024-12-31 | $414,054 | 4,255 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $468,016 | 4,069 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $348,711 | 3,605 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $429,122 | 4,250 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $427,404 | 4,196 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $461,259 | 4,571 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $357,972 | 3,891 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $404,792 | 4,462 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $274,776 | 3,615 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $402,954 | 4,767 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $299,754 | 3,416 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $293,024 | 3,350 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $208,211 | 2,546 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $252,461 | 2,767 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $237,805 | 2,782 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $260,154 | 2,755 | Shares | Sole | 2021-01-22 | |
| 2020-06-30 | $241,320 | 2,763 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $212,885 | 2,582 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||