Position in NVS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$425,651
+$45,304 QoQ
Shares Held
2,716
+9.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#961
of 1,603 holders
Holding Since
Jun 2020
9 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, 2026BEESE FULMER INVESTMENT MANAGEMENT, INC. holds $63,634,330 across 9 Drug Manufacturers - General names. NVS ranks #9 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
136,876 | $34,762,397 | |
| 2 | ABBV |
AbbVie Inc.
|
35,935 | $9,042,683 | |
| 3 | LLY |
ELI LILLY & Co
|
7,338 | $8,801,418 | |
| 4 | MRK |
Merck & Co., Inc.
|
28,659 | $3,682,681 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
41,013 | $2,363,169 | |
| 6 | PFE |
Pfizer Inc
|
83,085 | $2,000,686 | |
| 7 | BIIB |
Biogen Inc.
|
5,959 | $1,287,501 | |
| 8 | AMGN |
Amgen Inc
|
3,502 | $1,268,144 |
All Filings in NVS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $425,651 | 2,716 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $380,347 | 2,490 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $357,083 | 2,590 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $332,141 | 2,590 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $313,415 | 2,590 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $218,500 | 1,960 | Shares | Sole | 2025-04-08 | |
| 2024-09-30 | $225,439 | 1,960 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $208,661 | 1,960 | Shares | Sole | 2024-07-03 | |
| 2020-06-30 | $78,780 | 902 | Shares | Sole | 2020-07-17 | |
| No filing history on record for this holder in this stock. | ||||||