Position in NVS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$227,087
+$5,753 QoQ
Shares Held
1,449
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,264
of 1,603 holders
Holding Since
Mar 2020
26 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, 2026HHM Wealth Advisors, LLC holds $8,047,120 across 11 Drug Manufacturers - General names. NVS ranks #6 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
2,201 | $2,639,945 | |
| 2 | ABBV |
AbbVie Inc.
|
9,421 | $2,370,700 | |
| 3 | JNJ |
Johnson & Johnson
|
5,167 | $1,312,262 | |
| 4 | MRK |
Merck & Co., Inc.
|
5,402 | $694,157 | |
| 5 | AMGN |
Amgen Inc
|
1,352 | $489,586 | |
| 6 | NVS |
Novartis AG
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|
1,449 | $227,087 | |
| 7 | PFE |
Pfizer Inc
|
6,101 | $146,912 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
1,183 | $68,164 |
All Filings in NVS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $227,087 | 1,449 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $221,334 | 1,449 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $199,773 | 1,449 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $185,948 | 1,450 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $175,464 | 1,450 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $167,442 | 1,502 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $146,159 | 1,502 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $57,740 | 502 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $58,553 | 550 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $79,221 | 819 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $131,059 | 1,298 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $132,214 | 1,298 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $132,192 | 1,310 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $122,912 | 1,336 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $119,750 | 1,320 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $103,069 | 1,356 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $131,528 | 1,556 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $100,649 | 1,147 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $100,328 | 1,147 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $93,801 | 1,147 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $104,652 | 1,147 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $98,045 | 1,147 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $108,311 | 1,147 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $99,743 | 1,147 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $100,178 | 1,147 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $94,570 | 1,147 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||