GWM Advisors LLC

SEC CIK: 0001633516
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

NVS holding history

Novartis AG in every 13F filed by GWM Advisors 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): 76,213
Value: $11.9M
% of portfolio: <0.1%
Quarters held: 22; Since Q1 2021

Holdings of NVS by GWM Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	76,213	$11.9M	<0.1%	+259+0.3%	Added	Holders
Q1 2026	75,954	$11.6M	<0.1%	+414+0.5%	Added	Holders
Q4 2025	75,540	$10.4M	<0.1%	+2,901+4.0%	Added	Holders
Q3 2025	72,639	$9.32M	<0.1%	+4,356+6.4%	Added	Holders
Q2 2025	68,283	$8.26M	<0.1%	−8,805−11.4%	Reduced	Holders
Q1 2025	77,088	$8.59M	0.1%	−9,219−10.7%	Reduced	Holders
Q4 2024	86,307	$8.40M	0.1%	+921+1.1%	Added	Holders
Q3 2024	85,386	$9.82M	0.1%	−19,771−18.8%	Reduced	Holders
Q2 2024	105,157	$11.2M	0.1%	−284,568−73.0%	Reduced	Holders
Q1 2024	389,725	$37.7M	0.3%	−1,733−0.4%	Reduced	Holders
Q4 2023	391,458	$39.9M	0.4%	+19,029+5.1%	Added	Holders
Q3 2023	372,429	$37.9M	0.4%	+8,708+2.4%	Added	Holders
Q2 2023	363,721	$36.7M	0.4%	−4,427−1.2%	Reduced	Holders
Q1 2023	368,148	$33.9M	0.4%	+330,084+867.2%	Added	Holders
Q4 2022	38,064	$1.52M	<0.1%	−1,043−2.7%	Reduced	Holders
Q3 2022	39,107	$2.97M	<0.1%	−868−2.2%	Reduced	Holders
Q2 2022	39,975	$3.38M	0.1%	+1,694+4.4%	Added	Holders
Q1 2022	38,281	$3.36M	0.1%	+953+2.6%	Added	Holders
Q4 2021	37,328	$3.27M	<0.1%	+14,749+65.3%	Added	Holders
Q3 2021	22,579	$1.85M	<0.1%	−646−2.8%	Reduced	Holders
Q2 2021	23,225	$2.12M	0.1%	−498−2.1%	Reduced	Holders
Q1 2021	23,723	$2.03M	0.1%	–	–	Holders

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