Position in NVS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$369,075
-$33,726 QoQ
Shares Held
2,355
-10.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,026
of 1,602 holders
Holding Since
Dec 2024
6 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, 2026CHAPMAN FINANCIAL GROUP, LLC holds $4,545,397 across 8 Drug Manufacturers - General names. NVS ranks #4 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
6,705 | $1,702,868 | |
| 2 | ABBV |
AbbVie Inc.
|
3,882 | $976,866 | |
| 3 | LLY |
ELI LILLY & Co
|
700 | $839,601 | |
| 4 | NVS |
Novartis AG
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|
2,355 | $369,075 | |
| 5 | MRK |
Merck & Co., Inc.
|
2,343 | $301,075 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
3,045 | $175,452 | |
| 7 | PFE |
Pfizer Inc
|
6,998 | $168,511 | |
| 8 | AMGN |
Amgen Inc
|
33 | $11,949 |
All Filings in NVS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $369,075 | 2,355 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $402,801 | 2,637 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $447,939 | 3,249 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $419,601 | 3,272 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $395,944 | 3,272 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $363,258 | 3,733 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||