Welch Group, LLC

SEC CIK: 0001443095
Latest filing: Jul 23, 2026

SEC filings (opens in a new tab)

NVS holding history

Novartis AG in every 13F filed by Welch Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NVS overview All 13F holders of NVS Full Q2 2026 holdings

Shares (Q2 2026): 7,262
Value: $1.14M
% of portfolio: <0.1%
Quarters held: 22; Since Q1 2021

Holdings of NVS by Welch Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	7,262	$1.14M	<0.1%	−2,204−23.3%	Reduced	Holders
Q1 2026	9,466	$1.45M	0.1%	−190−2.0%	Reduced	Holders
Q4 2025	9,656	$1.33M	0.1%	+190+2.0%	Added	Holders
Q3 2025	9,466	$1.21M	<0.1%	00.0%	Unchanged	Holders
Q2 2025	9,466	$1.15M	<0.1%	+20+0.2%	Added	Holders
Q1 2025	9,446	$1.06M	<0.1%	−12−0.1%	Reduced	Holders
Q4 2024	9,458	$920.5K	<0.1%	−384−3.9%	Reduced	Holders
Q3 2024	9,842	$1.13M	<0.1%	−384−3.8%	Reduced	Holders
Q2 2024	10,226	$1.09M	0.1%	00.0%	Unchanged	Holders
Q1 2024	10,226	$989.2K	<0.1%	−556−5.2%	Reduced	Holders
Q4 2023	10,782	$1.09M	0.1%	−123−1.1%	Reduced	Holders
Q3 2023	10,905	$1.11M	0.1%	−888−7.5%	Reduced	Holders
Q2 2023	11,793	$1.19M	0.1%	00.0%	Unchanged	Holders
Q1 2023	11,793	$1.08M	0.1%	−1,316−10.0%	Reduced	Holders
Q4 2022	13,109	$1.19M	0.1%	−448−3.3%	Reduced	Holders
Q3 2022	13,557	$1.03M	0.1%	00.0%	Unchanged	Holders
Q2 2022	13,557	$1.15M	0.1%	−1,384−9.3%	Reduced	Holders
Q1 2022	14,941	$1.31M	0.1%	−1,664−10.0%	Reduced	Holders
Q4 2021	16,605	$1.45M	0.1%	−8,571−34.0%	Reduced	Holders
Q3 2021	25,176	$2.06M	0.1%	−354,635−93.4%	Reduced	Holders
Q2 2021	379,811	$34.7M	2.4%	+16,047+4.4%	Added	Holders
Q1 2021	363,764	$31.1M	2.2%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.