BRISTOL JOHN W & CO INC /NY/

Position in NVS — Novartis AG

CIK 276101 NEW YORK, NY

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Position in NVS

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$87,414,810

+$1,594,209 QoQ

Shares Held

557,777

-0.7% QoQ

Ownership

0.029%

of shares outstanding

% of Portfolio

1.31%

of 13F equity value

Holder Rank

#40

of 1,603 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 97% Shared 1% None 2%

Common Shares in NVS Over Time

Shares Held

Position Value (USD)

Position in Drug Manufacturers - General

Healthcare · as of Jun 30, 2026

BRISTOL JOHN W & CO INC /NY/ holds $175,930,466 across 2 Drug Manufacturers - General names. NVS ranks #2 (49.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	JNJ	Johnson & Johnson	348,528	$88,515,656
2	NVS	Novartis AG This page	557,777	$87,414,810

All Filings in NVS

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$87,414,810	557,777	-0.7%	Shares	Other	2026-08-13
2026-03-31	$85,820,601	561,837	-1.4%	Shares	Other	2026-05-14
2025-12-31	$78,547,020	569,718	-2.1%	Shares	Other	2026-02-13
2025-09-30	$74,600,157	581,723	-1.8%	Shares	Sole	2025-11-13
2025-06-30	$71,671,923	592,281	-0.2%	Shares	Sole	2025-08-13
2025-03-31	$66,188,574	593,726	-2.6%	Shares	Other	2025-05-14
2024-12-31	$59,328,154	609,682	-2.2%	Shares	Other	2025-02-26
2024-09-30	$71,739,008	623,709	-0.2%	Shares	Other	2024-11-14
2024-06-30	$66,529,301	624,923	-2.1%	Shares	Sole	2024-08-14
2024-03-31	$61,767,714	638,558	-0.7%	Shares	Other	2024-05-02
2023-12-31	$64,898,972	642,755	-4.8%	Shares	Other	2024-01-30
2023-09-30	$68,797,160	675,409	-1.0%	Shares	Other	2023-11-08
2023-06-30	$68,874,101	682,530	-0.7%	Shares	Other	2023-07-28
2023-03-31	$63,205,932	687,021	+0.6%	Shares	Sole	2023-04-14
2022-12-31	$61,980,176	683,203	+0.5%	Shares	Sole	2023-01-18
2022-09-30	$51,661,412	679,666	-1.5%	Shares	Sole	2022-11-01
2022-06-30	$58,316,739	689,894	-2.6%	Shares	Sole	2022-08-02
2022-03-31	$62,181,229	708,618	-2.3%	Shares	Other	2022-05-10
2021-12-31	$63,457,735	725,480	-1.2%	Shares	Sole	2022-01-31
2021-09-30	$60,046,473	734,244	-1.5%	Shares	Other	2021-10-29
2021-06-30	$67,998,251	745,268	-0.8%	Shares	Sole	2021-07-23
2021-03-31	$64,199,240	751,044	-0.5%	Shares	Other	2021-04-27
2020-12-31	$71,268,680	754,725	-0.1%	Shares	Other	2021-02-05
2020-09-30	$65,726,280	755,822	+0.6%	Shares	Other	2020-10-26
2020-06-30	$65,643,259	751,583	-2.2%	Shares	Other	2020-08-18
2020-03-31	$63,336,522	768,181	—	Shares	Other	2020-05-01
No filing history on record for this holder in this stock.