Position in NVS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$993,604
+$25,169 QoQ
Shares Held
6,340
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#620
of 1,603 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026LEE DANNER & BASS INC holds $56,269,792 across 8 Drug Manufacturers - General names. NVS ranks #7 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
102,191 | $25,953,448 | |
| 2 | MRK |
Merck & Co., Inc.
|
89,248 | $11,468,368 | |
| 3 | AMGN |
Amgen Inc
|
21,832 | $7,905,803 | |
| 4 | ABBV |
AbbVie Inc.
|
20,843 | $5,244,932 | |
| 5 | PFE |
Pfizer Inc
|
89,551 | $2,156,388 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
31,718 | $1,827,591 | |
| 7 | NVS |
Novartis AG
This page
|
6,340 | $993,604 | |
| 8 | LLY |
ELI LILLY & Co
|
600 | $719,658 |
All Filings in NVS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $993,604 | 6,340 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $968,435 | 6,340 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $959,437 | 6,959 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $892,422 | 6,959 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $886,156 | 7,323 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $852,487 | 7,647 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $759,504 | 7,805 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $897,731 | 7,805 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $833,581 | 7,830 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $790,595 | 7,830 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $797,563 | 7,830 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $805,261 | 7,980 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $737,196 | 8,013 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $726,939 | 8,013 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $609,068 | 8,013 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $685,791 | 8,113 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $685,590 | 7,813 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $757,840 | 8,664 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $712,630 | 8,714 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $795,065 | 8,714 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $751,283 | 8,789 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $829,945 | 8,789 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $767,422 | 8,825 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $788,243 | 9,025 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $767,279 | 9,306 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||