Stokes Family Office, LLC

Family Office

Position in NVS — Novartis AG

CIK 1802278 NEW ORLEANS, LA

Position in NVS

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$499,780

+$11,286 QoQ

Shares Held

3,189

-0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#886

of 1,603 holders

Holding Since

Sep 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Stokes Family Office, LLC holds $31,984,932 across 11 Drug Manufacturers - General names. NVS ranks #7 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	48,385	$12,288,338
2	LLY	ELI LILLY & Co	7,061	$8,469,175
3	ABBV	AbbVie Inc.	18,285	$4,601,237
4	BMY	Bristol Myers Squibb Co	34,624	$1,995,034
5	AMGN	Amgen Inc	5,143	$1,862,383
6	MRK	Merck & Co., Inc.	6,187	$795,029
7	NVS	Novartis AG This page	3,189	$499,780
8	PFE	Pfizer Inc	19,636	$472,834

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$499,780	3,189	-0.3%	Shares	Sole	2026-08-11
2026-03-31	$488,494	3,198	-33.4%	Shares	Sole	2026-05-12
2025-12-31	$662,465	4,805	+7.2%	Shares	Sole	2026-02-18
2024-12-31	$436,338	4,484	-30.5%	Shares	Sole	2025-02-11
2023-09-30	$657,200	6,452	+29.4%	Shares	Other	2023-11-13
2023-06-30	$503,339	4,988	+27.4%	Shares	Other	2023-08-14
2023-03-31	$360,272	3,916	-24.1%	Shares	Other	2023-05-08
2022-12-31	$468,115	5,160	+31.9%	Shares	Other	2023-02-14
2022-09-30	$297,427	3,913	-24.2%	Shares	Other	2022-11-14
2022-06-30	$436,259	5,161	+35.0%	Shares	Other	2022-08-05
2022-03-31	$335,556	3,824	+55.9%	Shares	Other	2022-05-16
2021-12-31	$214,563	2,453	-25.3%	Shares	Other	2022-02-15
2021-06-30	$299,723	3,285	+5.0%	Shares	Other	2021-08-12
2021-03-31	$267,466	3,129	+20.9%	Shares	Other	2021-05-13
2020-12-31	$244,384	2,588	+8.8%	Shares	Other	2021-02-10
2020-09-30	$206,790	2,378	—	Shares	Other	2020-11-12
No filing history on record for this holder in this stock.