Meriwether Wealth & Planning, LLC

Position in NVS — Novartis AG

CIK 2055554 MINDEN, LA

Position in NVS

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$961,320

+$33,670 QoQ

Shares Held

6,134

+1.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.51%

of 13F equity value

Holder Rank

#634

of 1,603 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Meriwether Wealth & Planning, LLC holds $2,667,532 across 5 Drug Manufacturers - General names. NVS ranks #1 (36.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVS	Novartis AG This page	6,134	$961,320
2	ABBV	AbbVie Inc.	2,438	$613,498
3	LLY	ELI LILLY & Co	425	$509,757
4	AMGN	Amgen Inc	1,026	$371,535
5	PFE	Pfizer Inc	8,780	$211,422

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$961,320	6,134	+1.0%	Shares	Sole	2026-07-08
2026-03-31	$927,650	6,073	-36.1%	Shares	Sole	2026-04-09
2025-12-31	$1,311,005	9,509	-3.2%	Shares	Sole	2026-01-14
2025-09-30	$1,259,445	9,821	+3.5%	Shares	Sole	2025-10-15
2025-06-30	$1,148,626	9,492	-2.4%	Shares	Sole	2025-07-11
2025-03-31	$1,084,365	9,727	+15.4%	Shares	Sole	2025-04-21
2024-12-31	$820,517	8,432	—	Shares	Sole	2025-02-07
No filing history on record for this holder in this stock.