Position in NVS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$369,859
-$143,533 QoQ
Shares Held
2,360
-29.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,026
of 1,603 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Cornerstone Wealth Management, LLC holds $36,865,204 across 12 Drug Manufacturers - General names. NVS ranks #11 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
62,151 | $15,784,489 | |
| 2 | LLY |
ELI LILLY & Co
|
5,542 | $6,647,241 | |
| 3 | ABBV |
AbbVie Inc.
|
14,618 | $3,678,473 | |
| 4 | MRK |
Merck & Co., Inc.
|
22,273 | $2,862,080 | |
| 5 | PFE |
Pfizer Inc
|
112,180 | $2,701,294 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
34,656 | $1,996,878 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
7,265 | $917,860 | |
| 8 | AMGN |
Amgen Inc
|
1,815 | $657,247 |
All Filings in NVS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $369,859 | 2,360 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $513,392 | 3,361 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $461,864 | 3,350 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $445,121 | 3,471 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $445,921 | 3,685 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $416,600 | 3,737 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $315,187 | 3,239 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $305,838 | 2,659 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $267,640 | 2,514 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $241,631 | 2,498 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $252,223 | 2,498 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $247,214 | 2,427 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $242,284 | 2,401 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $257,140 | 2,795 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $233,730 | 3,075 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $244,967 | 2,898 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $275,271 | 3,137 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $283,490 | 3,241 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $237,407 | 2,903 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $250,636 | 2,747 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $224,470 | 2,626 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $316,246 | 3,349 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $295,403 | 3,397 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $314,161 | 3,597 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $292,202 | 3,544 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||