Position in NVS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$4,296,791
+$46,829 QoQ
Shares Held
27,417
-1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#294
of 1,602 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026NBT BANK N A /NY holds $77,731,381 across 13 Drug Manufacturers - General names. NVS ranks #5 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
104,249 | $26,476,117 | |
| 2 | ABBV |
AbbVie Inc.
|
49,973 | $12,575,205 | |
| 3 | LLY |
ELI LILLY & Co
|
10,125 | $12,144,229 | |
| 4 | MRK |
Merck & Co., Inc.
|
87,583 | $11,254,415 | |
| 5 | NVS |
Novartis AG
This page
|
27,417 | $4,296,791 | |
| 6 | PFE |
Pfizer Inc
|
152,177 | $3,664,421 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
52,754 | $3,039,684 | |
| 8 | AMGN |
Amgen Inc
|
3,761 | $1,361,932 |
All Filings in NVS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,296,791 | 27,417 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $4,249,962 | 27,823 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $3,885,589 | 28,183 | Shares | Defined | 2026-01-23 | |
| 2025-09-30 | $3,679,076 | 28,689 | Shares | Defined | 2025-10-28 | |
| 2025-06-30 | $3,475,285 | 28,719 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $3,259,451 | 29,238 | Shares | Defined | 2025-04-17 | |
| 2024-12-31 | $2,980,604 | 30,630 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $3,715,720 | 32,305 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,529,147 | 33,150 | Shares | Defined | 2024-07-30 | |
| 2024-03-31 | $2,515,269 | 26,003 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $2,658,236 | 26,327 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $2,713,040 | 26,635 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $2,030,005 | 20,117 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $1,868,704 | 20,312 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,864,477 | 20,552 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,669,407 | 21,963 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,867,943 | 22,098 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $1,939,099 | 22,098 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,973,759 | 22,565 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $1,870,880 | 22,877 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $2,091,859 | 22,927 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $1,991,341 | 23,296 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $2,270,662 | 24,046 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $2,109,474 | 24,258 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $2,145,855 | 24,569 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $2,231,673 | 27,067 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||