Position in NVS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$103,748
+$2,628 QoQ
Shares Held
662
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,373
of 1,603 holders
Holding Since
Jun 2025
5 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, 2026MTM Investment Management, LLC holds $18,574,544 across 14 Drug Manufacturers - General names. NVS ranks #7 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
9,034 | $10,835,651 | |
| 2 | JNJ |
Johnson & Johnson
|
10,367 | $2,632,906 | |
| 3 | MRK |
Merck & Co., Inc.
|
13,469 | $1,730,766 | |
| 4 | ABBV |
AbbVie Inc.
|
5,539 | $1,393,833 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
22,755 | $1,311,143 | |
| 6 | PFE |
Pfizer Inc
|
12,819 | $308,681 | |
| 7 | NVS |
Novartis AG
This page
|
662 | $103,748 | |
| 8 | AZN |
Astrazeneca PLC
|
424 | $80,398 |
All Filings in NVS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $103,748 | 662 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $101,120 | 662 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $90,580 | 657 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $84,253 | 657 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $79,503 | 657 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||