Position in NVS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$795,510
+$20,151 QoQ
Shares Held
5,076
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#701
of 1,603 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Monument Capital Management holds $17,122,223 across 11 Drug Manufacturers - General names. NVS ranks #7 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
18,097 | $4,596,095 | |
| 2 | LLY |
ELI LILLY & Co
|
2,528 | $3,032,159 | |
| 3 | MRK |
Merck & Co., Inc.
|
22,665 | $2,912,452 | |
| 4 | ABBV |
AbbVie Inc.
|
6,503 | $1,636,414 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
12,267 | $1,549,812 | |
| 6 | AMGN |
Amgen Inc
|
2,614 | $946,581 | |
| 7 | NVS |
Novartis AG
This page
|
5,076 | $795,510 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
12,867 | $741,396 |
All Filings in NVS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $795,510 | 5,076 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $775,359 | 5,076 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $604,697 | 4,386 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $484,490 | 3,778 | Shares | Sole | 2025-10-14 | |
| No filing history on record for this holder in this stock. | ||||||