Position in NVS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,190,445
-$16,280 QoQ
Shares Held
7,596
-3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#574
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, 2026Lantz Financial LLC holds $16,892,877 across 12 Drug Manufacturers - General names. NVS ranks #6 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
12,860 | $3,266,054 | |
| 2 | LLY |
ELI LILLY & Co
|
2,003 | $2,402,458 | |
| 3 | MRK |
Merck & Co., Inc.
|
17,221 | $2,212,898 | |
| 4 | GILD |
Gilead Sciences, Inc.
|
16,595 | $2,096,612 | |
| 5 | ABBV |
AbbVie Inc.
|
8,202 | $2,063,951 | |
| 6 | NVS |
Novartis AG
This page
|
7,596 | $1,190,445 | |
| 7 | PFE |
Pfizer Inc
|
46,747 | $1,125,667 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
12,833 | $739,437 |
All Filings in NVS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,190,445 | 7,596 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,206,725 | 7,900 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $901,945 | 6,542 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $867,030 | 6,761 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $801,933 | 6,627 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $736,882 | 6,610 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $630,374 | 6,478 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $789,267 | 6,862 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $751,714 | 7,061 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $695,875 | 7,194 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $753,135 | 7,459 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $758,857 | 7,450 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $748,954 | 7,422 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $718,152 | 7,806 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $730,658 | 8,054 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $615,909 | 8,103 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $748,344 | 8,853 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $789,048 | 8,992 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $726,525 | 8,306 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $694,312 | 8,490 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $737,857 | 8,087 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $698,628 | 8,173 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $764,505 | 8,096 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $682,809 | 7,852 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $679,505 | 7,780 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $773,875 | 9,386 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||