IAM Advisory, LLC

Position in NVS — Novartis AG

CIK 1825292 EASTON, PA

Position in NVS

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$2,607,037

+$76,428 QoQ

Shares Held

16,635

+0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.44%

of 13F equity value

Holder Rank

#380

of 1,603 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

IAM Advisory, LLC holds $17,989,599 across 8 Drug Manufacturers - General names. NVS ranks #4 (14.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	4,638	$5,562,956
2	MRK	Merck & Co., Inc.	23,515	$3,021,677
3	AMGN	Amgen Inc	7,484	$2,710,106
4	NVS	Novartis AG This page	16,635	$2,607,037
5	BMY	Bristol Myers Squibb Co	33,075	$1,905,781
6	GILD	Gilead Sciences, Inc.	11,409	$1,441,413
7	JNJ	Johnson & Johnson	1,535	$389,843
8	ABBV	AbbVie Inc.	1,394	$350,786

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,607,037	16,635	+0.4%	Shares	Sole	2026-07-14
2026-03-31	$2,530,609	16,567	+2.3%	Shares	Sole	2026-04-10
2025-12-31	$2,233,631	16,201	+0.4%	Shares	Sole	2026-01-07
2025-09-30	$2,069,152	16,135	+1.5%	Shares	Sole	2025-10-20
2025-06-30	$1,924,180	15,901	+4.6%	Shares	Sole	2025-07-08
2025-03-31	$1,694,050	15,196	+0.2%	Shares	Sole	2025-04-11
2024-12-31	$1,475,219	15,160	+1.7%	Shares	Sole	2025-01-15
2024-09-30	$1,715,293	14,913	+2.5%	Shares	Sole	2024-10-07
2024-06-30	$1,548,993	14,550	+6.1%	Shares	Sole	2024-07-12
2024-03-31	$1,326,168	13,710	+3.4%	Shares	Sole	2024-04-15
2023-12-31	$1,338,660	13,258	+5.5%	Shares	Sole	2024-01-12
2023-09-30	$1,279,870	12,565	—	Shares	Sole	2023-10-10
No filing history on record for this holder in this stock.