Position in NVS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$479,563
-$884,341 QoQ
Shares Held
3,060
-65.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#903
of 1,603 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 36%
Shared 0%
None 64%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Meridian Wealth Management, LLC holds $80,207,351 across 13 Drug Manufacturers - General names. NVS ranks #10 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
77,358 | $19,466,367 | |
| 2 | LLY |
ELI LILLY & Co
|
15,030 | $18,027,434 | |
| 3 | JNJ |
Johnson & Johnson
|
53,587 | $13,609,490 | |
| 4 | MRK |
Merck & Co., Inc.
|
79,604 | $10,229,114 | |
| 5 | AMGN |
Amgen Inc
|
14,339 | $5,192,438 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
40,890 | $5,166,042 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
52,891 | $3,047,579 | |
| 8 | PFE |
Pfizer Inc
|
103,774 | $2,498,877 |
All Filings in NVS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $479,563 | 3,060 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,363,904 | 8,929 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,212,842 | 8,797 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,114,149 | 8,688 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,022,050 | 8,446 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $487,167 | 4,370 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $404,906 | 4,161 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $466,406 | 4,055 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $354,405 | 3,329 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $358,342 | 3,549 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $359,565 | 3,530 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $358,432 | 3,552 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $324,760 | 3,530 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $320,241 | 3,530 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $267,707 | 3,522 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $344,628 | 4,077 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $305,633 | 3,483 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $304,658 | 3,483 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $268,483 | 3,283 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $299,632 | 3,284 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $242,250 | 2,834 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $259,682 | 2,750 | Shares | Sole | 2021-01-19 | |
| No filing history on record for this holder in this stock. | ||||||