Position in NVS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,748,525
+$33,907 QoQ
Shares Held
11,157
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#464
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, 2026Williams Jones Wealth Management, LLC. holds $303,933,088 across 10 Drug Manufacturers - General names. NVS ranks #7 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
117,525 | $140,963,022 | |
| 2 | JNJ |
Johnson & Johnson
|
373,829 | $94,941,351 | |
| 3 | AMGN |
Amgen Inc
|
110,298 | $39,941,111 | |
| 4 | ABBV |
AbbVie Inc.
|
50,099 | $12,606,912 | |
| 5 | MRK |
Merck & Co., Inc.
|
57,783 | $7,425,115 | |
| 6 | PFE |
Pfizer Inc
|
162,713 | $3,918,129 | |
| 7 | NVS |
Novartis AG
This page
|
11,157 | $1,748,525 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
11,845 | $1,496,497 |
All Filings in NVS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,748,525 | 11,157 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,714,618 | 11,225 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,531,459 | 11,108 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,420,642 | 11,078 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,340,548 | 11,078 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,218,810 | 10,933 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,063,890 | 10,933 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,280,517 | 11,133 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,201,614 | 11,287 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,115,974 | 11,537 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,218,404 | 12,067 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,253,794 | 12,309 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,236,954 | 12,258 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,117,064 | 12,142 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,122,115 | 12,369 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $976,120 | 12,842 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,079,363 | 12,769 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $790,276 | 9,006 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $614,651 | 7,027 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $551,769 | 6,747 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $619,519 | 6,790 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $539,549 | 6,312 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $643,257 | 6,812 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $593,936 | 6,830 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $607,449 | 6,955 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $554,228 | 6,722 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||