Abbot Financial Management, Inc.

Position in NVS — Novartis AG

CIK 1714341 ANDOVER, MA

Position in NVS

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$2,774,100

+$38,959 QoQ

Shares Held

17,701

-1.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.32%

of 13F equity value

Holder Rank

#359

of 1,603 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Abbot Financial Management, Inc. holds $15,810,007 across 6 Drug Manufacturers - General names. NVS ranks #4 (17.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRK	Merck & Co., Inc.	37,313	$4,794,720
2	JNJ	Johnson & Johnson	15,045	$3,820,978
3	ABBV	AbbVie Inc.	14,504	$3,649,786
4	NVS	Novartis AG This page	17,701	$2,774,100
5	BMY	Bristol Myers Squibb Co	9,041	$520,942
6	LLY	ELI LILLY & Co	208	$249,481

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,774,100	17,701	-1.1%	Shares	Sole	2026-08-06
2026-03-31	$2,735,141	17,906	-1.4%	Shares	Sole	2026-05-13
2025-12-31	$2,503,305	18,157	-0.3%	Shares	Sole	2026-02-13
2025-09-30	$2,334,865	18,207	-0.7%	Shares	Sole	2025-11-10
2025-06-30	$2,219,565	18,342	-0.5%	Shares	Sole	2025-08-14
2025-03-31	$2,054,464	18,429	-2.4%	Shares	Sole	2025-05-07
2024-12-31	$1,838,088	18,889	-0.2%	Shares	Sole	2025-02-06
2024-09-30	$2,176,063	18,919	-0.1%	Shares	Sole	2024-11-08
2024-06-30	$2,016,245	18,939	-0.2%	Shares	Sole	2024-08-09
2024-03-31	$1,835,838	18,979	-2.3%	Shares	Sole	2024-05-13
2023-12-31	$1,961,746	19,429	-0.3%	Shares	Sole	2024-02-09
2023-09-30	$1,984,130	19,479	-4.5%	Shares	Sole	2023-11-13
2023-06-30	$2,058,664	20,401	-0.5%	Shares	Sole	2023-08-14
2023-03-31	$1,885,724	20,497	-1.8%	Shares	Sole	2023-05-15
2022-12-31	$1,893,235	20,869	-1.6%	Shares	Sole	2023-02-09
2022-09-30	$1,612,856	21,219	-16.6%	Shares	Sole	2022-11-14
2022-06-30	$2,150,781	25,444	0.0%	Shares	Sole	2022-08-09
2022-03-31	$2,232,711	25,444	-1.5%	Shares	Sole	2022-05-12
2021-12-31	$2,260,487	25,843	-3.3%	Shares	Sole	2022-02-15
2021-09-30	$2,186,224	26,733	-1.3%	Shares	Sole	2021-11-04
2021-06-30	$2,471,052	27,083	-0.5%	Shares	Sole	2021-08-05
2021-03-31	$2,327,107	27,224	-0.0%	Shares	Sole	2021-05-13
2020-12-31	$2,571,801	27,235	+0.4%	Shares	Sole	2021-02-11
2020-09-30	$2,359,659	27,135	-0.8%	Shares	Sole	2020-10-26
2020-06-30	$2,390,233	27,367	+1.5%	Shares	Sole	2020-07-22
2020-03-31	$2,223,429	26,967	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.