Position in NVS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$285,857
+$27,863 QoQ
Shares Held
1,824
+8.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,159
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, 2026FSM Wealth Advisors, LLC holds $11,677,047 across 10 Drug Manufacturers - General names. NVS ranks #10 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
11,630 | $2,953,671 | |
| 2 | LLY |
ELI LILLY & Co
|
2,078 | $2,492,415 | |
| 3 | MRK |
Merck & Co., Inc.
|
11,015 | $1,415,427 | |
| 4 | ABBV |
AbbVie Inc.
|
4,589 | $1,154,775 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
14,570 | $839,523 | |
| 6 | AZN |
Astrazeneca PLC
|
4,421 | $838,310 | |
| 7 | AMGN |
Amgen Inc
|
2,158 | $781,454 | |
| 8 | PFE |
Pfizer Inc
|
24,073 | $579,677 |
All Filings in NVS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $285,857 | 1,824 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $257,994 | 1,689 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $240,721 | 1,746 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $224,548 | 1,751 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $199,908 | 1,652 | Shares | Sole | 2025-07-31 | |
| No filing history on record for this holder in this stock. | ||||||