Position in NVS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$4,539,394
+$219,166 QoQ
Shares Held
28,965
+2.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#277
of 1,603 holders
Holding Since
Mar 2020
26 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, 2026MOODY LYNN LIEBERSON & WALKER, LLC holds $207,879,465 across 8 Drug Manufacturers - General names. NVS ranks #6 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
81,167 | $97,354,142 | |
| 2 | ABBV |
AbbVie Inc.
|
168,964 | $42,518,100 | |
| 3 | JNJ |
Johnson & Johnson
|
134,657 | $34,198,838 | |
| 4 | MRK |
Merck & Co., Inc.
|
110,547 | $14,205,289 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
105,534 | $13,333,165 | |
| 6 | NVS |
Novartis AG
This page
|
28,965 | $4,539,394 | |
| 7 | AMGN |
Amgen Inc
|
2,753 | $996,916 | |
| 8 | PFE |
Pfizer Inc
|
30,466 | $733,621 |
All Filings in NVS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,539,394 | 28,965 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $4,320,228 | 28,283 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $4,042,348 | 29,320 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $2,441,817 | 19,041 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $276,991 | 2,289 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $255,177 | 2,289 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $222,742 | 2,289 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $263,280 | 2,289 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $264,978 | 2,489 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $240,760 | 2,489 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $251,314 | 2,489 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $253,529 | 2,489 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $251,164 | 2,489 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $236,072 | 2,566 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $414,227 | 4,566 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $339,840 | 4,471 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $401,855 | 4,754 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $487,012 | 5,550 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $485,458 | 5,550 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $453,879 | 5,550 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $479,101 | 5,251 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $445,179 | 5,208 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $428,051 | 4,533 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $405,494 | 4,663 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $382,374 | 4,378 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $371,602 | 4,507 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||