Position in NVS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$100,457
+$2,545 QoQ
Shares Held
641
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,377
of 1,603 holders
Holding Since
Dec 2025
3 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, 2026Lodestone Wealth Management LLC holds $11,491,912 across 12 Drug Manufacturers - General names. NVS ranks #6 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMGN |
Amgen Inc
|
13,415 | $4,857,839 | |
| 2 | MRK |
Merck & Co., Inc.
|
32,793 | $4,213,900 | |
| 3 | JNJ |
Johnson & Johnson
|
5,732 | $1,455,756 | |
| 4 | LLY |
ELI LILLY & Co
|
354 | $424,597 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
886 | $111,937 | |
| 6 | NVS |
Novartis AG
This page
|
641 | $100,457 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
1,635 | $94,208 | |
| 8 | PFE |
Pfizer Inc
|
3,503 | $84,352 |
All Filings in NVS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $100,457 | 641 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $97,912 | 641 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $88,374 | 641 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||