Novartis shares owned by Lyell Wealth Management
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Lyell Wealth Management
from 13F filings
Historical chart of Lyell Wealth Management investment in Novartis
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Quarterly reported holdings in Novartis by Lyell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $215k | 1.4k | 152.75 |
| 2023-03-31 | $258k | 2.8k | 92.00 |
| 2022-12-31 | $254k | 2.8k | 90.72 |
| 2022-09-30 | $213k | 2.8k | 76.07 |
| 2022-06-30 | $237k | 2.8k | 84.64 |
| 2022-03-31 | $246k | 2.8k | 87.86 |