Smart Money Group LLC

Position in NVS — Novartis AG

CIK 1728866 EASTLAND, TX

Position in NVS

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,734,420

+$116,645 QoQ

Shares Held

11,067

+4.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.11%

of 13F equity value

Holder Rank

#468

of 1,603 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Smart Money Group LLC holds $5,219,383 across 4 Drug Manufacturers - General names. NVS ranks #2 (33.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	7,656	$1,944,394
2	NVS	Novartis AG This page	11,067	$1,734,420
3	ABBV	AbbVie Inc.	5,002	$1,258,703
4	LLY	ELI LILLY & Co	235	$281,866

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,734,420	11,067	+4.5%	Shares	Sole	2026-07-29
2026-03-31	$1,617,775	10,591	+8.0%	Shares	Sole	2026-05-05
2025-12-31	$1,352,642	9,811	-1.5%	Shares	Sole	2026-01-30
2025-09-30	$1,277,655	9,963	+4.2%	Shares	Sole	2025-11-12
2025-06-30	$1,156,976	9,561	+13.9%	Shares	Sole	2025-08-06
2025-03-31	$935,763	8,394	-8.2%	Shares	Sole	2025-05-12
2024-12-31	$889,802	9,144	+7.1%	Shares	Sole	2025-01-16
2024-09-30	$982,040	8,538	+6.8%	Shares	Sole	2024-11-05
2024-06-30	$851,360	7,997	+10.1%	Shares	Sole	2024-08-12
2024-03-31	$702,646	7,264	+25.1%	Shares	Sole	2024-05-02
2023-12-31	$586,130	5,805	+4.3%	Shares	Sole	2024-02-06
2023-09-30	$566,952	5,566	+12.8%	Shares	Sole	2023-11-13
2023-06-30	$498,091	4,936	+13.7%	Shares	Sole	2023-07-25
2023-03-31	$399,280	4,340	+4.3%	Shares	Sole	2023-05-08
2022-12-31	$377,667	4,163	+7.5%	Shares	Sole	2023-01-24
2022-09-30	$294,462	3,874	0.0%	Shares	Sole	2022-10-27
2022-06-30	$327,469	3,874	+7.6%	Shares	Sole	2022-07-14
2022-03-31	$315,812	3,599	+2.5%	Shares	Sole	2022-04-22
2021-12-31	$307,107	3,511	+5.9%	Shares	Sole	2022-01-27
2021-09-30	$271,018	3,314	+3.1%	Shares	Sole	2021-10-29
2021-06-30	$293,154	3,213	-2.4%	Shares	Sole	2021-08-05
2021-03-31	$281,314	3,291	+2.4%	Shares	Sole	2021-04-26
2020-12-31	$303,403	3,213	-0.5%	Shares	Sole	2021-01-27
2020-09-30	$280,793	3,229	0.0%	Shares	Sole	2020-10-29
2020-06-30	$282,020	3,229	+0.7%	Shares	Sole	2020-07-29
2020-03-31	$264,334	3,206	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.