Position in NVS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$920,416
-$1,888 QoQ
Shares Held
5,873
-2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#649
of 1,603 holders
Holding Since
Sep 2020
18 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, 2026JEPPSON WEALTH MANAGEMENT, LLC holds $20,365,703 across 11 Drug Manufacturers - General names. NVS ranks #9 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
3,843 | $4,609,409 | |
| 2 | JNJ |
Johnson & Johnson
|
13,376 | $3,397,102 | |
| 3 | MRK |
Merck & Co., Inc.
|
20,022 | $2,572,827 | |
| 4 | ABBV |
AbbVie Inc.
|
9,902 | $2,491,739 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
18,196 | $2,298,882 | |
| 6 | AMGN |
Amgen Inc
|
3,432 | $1,242,795 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
19,211 | $1,106,937 | |
| 8 | PFE |
Pfizer Inc
|
40,696 | $979,959 |
All Filings in NVS
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $920,416 | 5,873 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $922,304 | 6,038 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $832,459 | 6,038 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $774,313 | 6,038 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $731,868 | 6,048 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $677,575 | 6,078 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $591,450 | 6,078 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $730,722 | 6,353 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $676,340 | 6,353 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $610,656 | 6,313 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $643,885 | 6,377 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $649,561 | 6,377 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $653,594 | 6,477 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $633,144 | 6,882 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $612,178 | 6,748 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $432,952 | 5,696 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $404,983 | 4,791 | Shares | Sole | 2022-08-03 | |
| 2020-09-30 | $52,176 | 600 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||