Position in NVS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,646,687
+$69,642 QoQ
Shares Held
16,888
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#374
of 1,603 holders
Holding Since
Sep 2023
12 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, 2026JAMISON PRIVATE WEALTH MANAGEMENT, INC. holds $91,657,805 across 12 Drug Manufacturers - General names. NVS ranks #7 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
20,014 | $24,005,394 | |
| 2 | JNJ |
Johnson & Johnson
|
88,830 | $22,560,155 | |
| 3 | ABBV |
AbbVie Inc.
|
60,804 | $15,300,718 | |
| 4 | AMGN |
Amgen Inc
|
28,719 | $10,399,724 | |
| 5 | MRK |
Merck & Co., Inc.
|
38,278 | $4,918,723 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
32,855 | $4,150,900 | |
| 7 | NVS |
Novartis AG
This page
|
16,888 | $2,646,687 | |
| 8 | PFE |
Pfizer Inc
|
106,195 | $2,557,175 |
All Filings in NVS
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,646,687 | 16,888 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,577,045 | 16,871 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,326,004 | 16,871 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $2,209,190 | 17,227 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $2,125,903 | 17,568 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,970,743 | 17,678 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,790,309 | 18,398 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $2,116,137 | 18,398 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,958,651 | 18,398 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $1,801,499 | 18,624 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $1,886,321 | 18,682 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $1,898,059 | 18,634 | Shares | Sole | 2024-01-05 | |
| No filing history on record for this holder in this stock. | ||||||