Position in NVS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$261,252
+$6,313 QoQ
Shares Held
1,667
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,202
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, 2026Benchmark Financial Wealth Advisors, LLC holds $6,259,679 across 8 Drug Manufacturers - General names. NVS ranks #8 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BMY |
Bristol Myers Squibb Co
|
26,443 | $1,523,645 | |
| 2 | LLY |
ELI LILLY & Co
|
976 | $1,170,643 | |
| 3 | MRK |
Merck & Co., Inc.
|
7,860 | $1,010,010 | |
| 4 | ABBV |
AbbVie Inc.
|
3,881 | $976,614 | |
| 5 | AMGN |
Amgen Inc
|
1,801 | $652,178 | |
| 6 | PFE |
Pfizer Inc
|
14,858 | $357,780 | |
| 7 | JNJ |
Johnson & Johnson
|
1,211 | $307,557 | |
| 8 | NVS |
Novartis AG
This page
|
1,667 | $261,252 |
All Filings in NVS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $261,252 | 1,667 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $254,939 | 1,669 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $225,693 | 1,637 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $209,928 | 1,637 | Shares | Sole | 2025-10-22 | |
| No filing history on record for this holder in this stock. | ||||||