Walsky Investment Management, Inc.

Position in NVS — Novartis AG

CIK 2110046 WYOMISSING, PA

Position in NVS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,646,657

+$31,784 QoQ

Shares Held

10,507

-0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.53%

of 13F equity value

Holder Rank

#481

of 1,603 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Walsky Investment Management, Inc. holds $15,842,469 across 5 Drug Manufacturers - General names. NVS ranks #4 (10.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	5,400	$6,476,922
2	JNJ	Johnson & Johnson	16,077	$4,083,075
3	MRK	Merck & Co., Inc.	16,605	$2,133,742
4	NVS	Novartis AG This page	10,507	$1,646,657
5	AMGN	Amgen Inc	4,148	$1,502,073

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,646,657	10,507	-0.6%	Shares	Sole	2026-08-14
2026-03-31	$1,614,873	10,572	+4.7%	Shares	Sole	2026-05-15
2025-12-31	$1,392,762	10,102	—	Shares	Sole	2026-02-10
No filing history on record for this holder in this stock.