Position in NVS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$220,191
+$5,578 QoQ
Shares Held
1,405
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,275
of 1,603 holders
Holding Since
Mar 2022
7 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, 2026LYELL WEALTH MANAGEMENT, LP holds $9,885,867 across 8 Drug Manufacturers - General names. NVS ranks #8 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
2,847 | $3,414,777 | |
| 2 | JNJ |
Johnson & Johnson
|
8,500 | $2,158,745 | |
| 3 | MRK |
Merck & Co., Inc.
|
10,816 | $1,389,856 | |
| 4 | GILD |
Gilead Sciences, Inc.
|
7,276 | $919,249 | |
| 5 | ABBV |
AbbVie Inc.
|
3,619 | $910,685 | |
| 6 | AMGN |
Amgen Inc
|
1,688 | $611,258 | |
| 7 | AZN |
Astrazeneca PLC
|
1,377 | $261,106 | |
| 8 | NVS |
Novartis AG
This page
|
1,405 | $220,191 |
All Filings in NVS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,191 | 1,405 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $214,613 | 1,405 | Shares | Sole | 2026-05-07 | |
| 2023-03-31 | $257,600 | 2,800 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $254,016 | 2,800 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $212,828 | 2,800 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $236,684 | 2,800 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $245,700 | 2,800 | Shares | Sole | 2022-05-04 | |
| No filing history on record for this holder in this stock. | ||||||