Position in NVS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$758,524
+$19,214 QoQ
Shares Held
4,840
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#718
of 1,603 holders
Holding Since
Dec 2024
7 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, 2026BXM Wealth LLC holds $4,720,687 across 6 Drug Manufacturers - General names. NVS ranks #3 (16.1% of the industry book) .
All Filings in NVS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $758,524 | 4,840 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $739,310 | 4,840 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $676,254 | 42,817 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $664,026 | 5,178 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $595,974 | 4,925 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $554,613 | 4,975 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $487,036 | 5,005 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||