Position in NVS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$255,923
+$11,523 QoQ
Shares Held
1,633
+2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,209
of 1,603 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Mattern Wealth Management LLC holds $8,952,384 across 8 Drug Manufacturers - General names. NVS ranks #6 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
2,534 | $3,039,355 | |
| 2 | JNJ |
Johnson & Johnson
|
9,980 | $2,534,620 | |
| 3 | ABBV |
AbbVie Inc.
|
4,847 | $1,219,699 | |
| 4 | MRK |
Merck & Co., Inc.
|
6,274 | $806,209 | |
| 5 | AMGN |
Amgen Inc
|
1,809 | $655,075 | |
| 6 | NVS |
Novartis AG
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|
1,633 | $255,923 | |
| 7 | PFE |
Pfizer Inc
|
9,242 | $222,547 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
3,800 | $218,956 |
All Filings in NVS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,923 | 1,633 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $244,400 | 1,600 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $222,797 | 1,616 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $219,162 | 1,709 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $206,806 | 1,709 | Shares | Sole | 2025-07-17 | |
| 2024-09-30 | $382,441 | 3,325 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $361,857 | 3,399 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $370,669 | 3,832 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $386,917 | 3,832 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $395,726 | 3,885 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $393,246 | 3,897 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $363,400 | 3,950 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $365,510 | 4,029 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $306,244 | 4,029 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $340,571 | 4,029 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $353,544 | 4,029 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $359,851 | 4,114 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $372,916 | 4,560 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $464,867 | 5,095 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $500,399 | 5,854 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,085,189 | 11,492 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,075,173 | 12,364 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,135,420 | 13,000 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $939,930 | 11,400 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||