Position in NVS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$406,531
+$10,298 QoQ
Shares Held
2,594
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#987
of 1,603 holders
Holding Since
Mar 2022
16 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, 2026WIMMER ASSOCIATES 1, LLC holds $14,096,189 across 8 Drug Manufacturers - General names. NVS ranks #6 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
12,574 | $3,164,121 | |
| 2 | AMGN |
Amgen Inc
|
8,431 | $3,053,033 | |
| 3 | LLY |
ELI LILLY & Co
|
2,470 | $2,962,592 | |
| 4 | JNJ |
Johnson & Johnson
|
9,705 | $2,464,778 | |
| 5 | MRK |
Merck & Co., Inc.
|
10,952 | $1,407,332 | |
| 6 | NVS |
Novartis AG
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|
2,594 | $406,531 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
3,110 | $392,917 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
4,250 | $244,885 |
All Filings in NVS
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $406,531 | 2,594 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $396,233 | 2,594 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $347,983 | 2,524 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $323,677 | 2,524 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $305,429 | 2,524 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $281,375 | 2,524 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $245,610 | 2,524 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $352,421 | 3,064 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $326,193 | 3,064 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $292,995 | 3,029 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $305,838 | 3,029 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $326,359 | 3,204 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $319,279 | 3,164 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $281,888 | 3,064 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $201,398 | 2,220 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $206,300 | 2,351 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||