Position in NVS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$481,757
+$25,188 QoQ
Shares Held
3,074
+2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#900
of 1,603 holders
Holding Since
Jun 2021
10 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, 2026Western Wealth Management, LLC holds $46,869,969 across 12 Drug Manufacturers - General names. NVS ranks #10 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
12,981 | $15,569,801 | |
| 2 | ABBV |
AbbVie Inc.
|
37,440 | $9,421,401 | |
| 3 | JNJ |
Johnson & Johnson
|
32,063 | $8,143,039 | |
| 4 | MRK |
Merck & Co., Inc.
|
31,663 | $4,068,695 | |
| 5 | AMGN |
Amgen Inc
|
10,288 | $3,725,490 | |
| 6 | PFE |
Pfizer Inc
|
82,496 | $1,986,502 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
21,798 | $1,256,000 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
7,933 | $1,002,254 |
All Filings in NVS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $481,757 | 3,074 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $456,569 | 2,989 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $397,617 | 2,884 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $258,660 | 2,017 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $237,784 | 1,965 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $215,713 | 1,935 | Shares | Sole | 2025-04-23 | |
| 2022-09-30 | $245,436 | 3,229 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $272,947 | 3,229 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $324,499 | 3,698 | Shares | Sole | 2022-05-10 | |
| 2021-06-30 | $227,461 | 2,493 | Shares | Sole | 2021-08-09 | |
| No filing history on record for this holder in this stock. | ||||||