WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Position in NVS — Novartis AG
CIK 1812177
HIGHLAND PARK, IL
Position in NVS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$7,857,784
+$219,979 QoQ
Shares Held
50,139
+0.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
5.55%
of 13F equity value
Holder Rank
#197
of 1,603 holders
Holding Since
Mar 2022
18 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, 2026WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC holds $32,090,304 across 8 Drug Manufacturers - General names. NVS ranks #1 (24.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVS |
Novartis AG
This page
|
50,139 | $7,857,784 | |
| 2 | GILD |
Gilead Sciences, Inc.
|
54,276 | $6,857,229 | |
| 3 | GSK |
GSK plc
|
119,866 | $6,283,375 | |
| 4 | MRK |
Merck & Co., Inc.
|
48,113 | $6,182,520 | |
| 5 | PFE |
Pfizer Inc
|
119,517 | $2,877,969 | |
| 6 | ABBV |
AbbVie Inc.
|
3,250 | $817,830 | |
| 7 | LLY |
ELI LILLY & Co
|
568 | $681,276 | |
| 8 | JNJ |
Johnson & Johnson
|
2,096 | $532,321 |
All Filings in NVS
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,857,784 | 50,139 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $7,637,805 | 50,002 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $6,842,763 | 49,632 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $6,385,839 | 49,796 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,377,348 | 52,701 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $5,790,159 | 51,939 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $5,098,946 | 52,399 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $5,957,460 | 51,795 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,524,209 | 51,890 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,105,989 | 52,786 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,383,013 | 53,313 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $5,474,873 | 53,749 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,378,402 | 53,299 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $4,883,452 | 53,081 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,466,689 | 49,236 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,759,150 | 49,456 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $4,093,280 | 48,424 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $4,122,231 | 46,977 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||