Aull & Monroe Investment Management’s Novartis NVS Stock Holding History

Aull & Monroe Investment Management’s Portfolio NVS Stock Details NVS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$591K	Hold	3,771	–	–	0.25%	76
2026 Q1	$576K	Hold	3,771	–	–	0.27%	71
2025 Q4	$520K	Hold	3,771	–	–	0.26%	73
2025 Q3	$484K	Buy	3,771 +150	+4%	+$18.3K	0.25%	80
2025 Q2	$438K	Hold	3,621	–	–	0.24%	82
2025 Q1	$404K	Sell	3,621 -20	-0.5%	-$2.13K	0.2%	89
2024 Q4	$354K	Sell	3,641 -200	-5%	-$21.3K	0.18%	99
2024 Q3	$442K	Hold	3,841	–	–	0.2%	91
2024 Q2	$409K	Sell	3,841 -500	-12%	-$50.2K	0.2%	93
2024 Q1	$420K	Hold	4,341	–	–	0.19%	93
2023 Q4	$438K	Hold	4,341	–	–	0.22%	88
2023 Q3	$442K	Sell	4,341 -34	-0.8%	-$3.45K	0.23%	86
2023 Q2	$441K	Hold	4,375	–	–	0.22%	90
2023 Q1	$403K	Hold	4,375	–	–	0.21%	90
2022 Q4	$397K	Hold	4,375	–	–	0.2%	89
2022 Q3	$333K	Hold	4,375	–	–	0.18%	96
2022 Q2	$370K	Sell	4,375 -50	-1%	-$4.39K	0.19%	95
2022 Q1	$388K	Hold	4,425	–	–	0.17%	99
2021 Q4	$387K	Buy	4,425 +100	+2%	+$8.3K	0.17%	100
2021 Q3	$354K	Hold	4,325	–	–	0.17%	102
2021 Q2	$395K	Hold	4,325	–	–	0.19%	98
2021 Q1	$370K	Sell	4,325 -150	-3%	-$13.5K	0.18%	100
2020 Q4	$423K	Hold	4,475	–	–	0.23%	87
2020 Q3	$389K	Sell	4,475 -200	-4%	-$17.3K	0.23%	88
2020 Q2	$408K	Buy	4,675 +50	+1%	+$4.32K	0.25%	88
2020 Q1	$381K	Sell	4,625 -200	-4%	-$17.8K	0.26%	86
2019 Q4	$457K	Hold	4,825	–	–	0.23%	91
2019 Q3	$419K	Buy	+4,825	New	+$433K	0.22%	94
2019 Q2	–	Sell	-5,496	Closed	-$473K	–	130
2019 Q1	$473K	Sell	5,496 -391	-7%	-$31.4K	0.25%	86
2018 Q4	$453K	Sell	5,887 -335	-5%	-$26.1K	0.26%	84
2018 Q3	$480K	Buy	6,222 +112	+2%	+$8.28K	0.23%	88
2018 Q2	$413K	Sell	6,110 -223	-4%	-$15.4K	0.21%	92
2018 Q1	$459K	Buy	6,333 +223	+4%	+$17K	0.24%	91
2017 Q4	$460K	Hold	6,110	–	–	0.23%	91
2017 Q3	$470K	Hold	6,110	–	–	0.24%	89
2017 Q2	$457K	Sell	6,110 -168	-3%	-$11.9K	0.24%	89
2017 Q1	$418K	Hold	6,278	–	–	0.22%	93
2016 Q4	$410K	Hold	6,278	–	–	0.23%	88
2016 Q3	$444K	Hold	6,278	–	–	0.26%	85
2016 Q2	$465K	Sell	6,278 -152	-2%	-$10.5K	0.27%	84
2016 Q1	$417K	Buy	6,430 +22	+0.3%	+$1.5K	0.25%	85
2015 Q4	$494K	Hold	6,408	–	–	0.31%	78
2015 Q3	$527K	Sell	6,408 -38	-0.6%	-$3.38K	0.34%	77
2015 Q2	$599K	Sell	6,446 -359	-5%	-$32.9K	0.35%	77
2015 Q1	$602K	Sell	6,805 -224	-3%	-$19.9K	0.34%	79
2014 Q4	$584K	Sell	7,029 -390	-5%	-$32.3K	0.32%	81
2014 Q3	$626K	Buy	7,419 +109	+1%	+$8.82K	0.33%	80
2014 Q2	$593K	Hold	7,310	–	–	0.32%	81
2014 Q1	$557K	Sell	7,310 -111	-1%	-$8.09K	0.32%	79
2013 Q4	$534K	Hold	7,421	–	–	0.31%	78
2013 Q3	$510K	Buy	7,421 +111	+2%	+$7.34K	0.33%	79
2013 Q2	$464K	Buy	+7,310	New	+$476K	0.31%	78

Other funds holding NVS

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

GGI

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

MIM

Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Aull & Monroe Investment Management's NVS Position: Q2 2026 in Review

Aull & Monroe Investment Management held its Novartis (NVS) position steady in Q2 2026 at 3,771 shares worth $591K. The position accounts for 0.25% of the portfolio, ranked #76.

Aull & Monroe Investment Management first reported a position in NVS in Q2 2013 and has held it in 52 quarters since. The position peaked at $626K in Q3 2014. 509 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Aull & Monroe Investment Management held 3,771 shares of Novartis worth $591K as of Q2 2026.
Aull & Monroe Investment Management left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.25% of Aull & Monroe Investment Management's portfolio in Q2 2026, its #76 holding.
Aull & Monroe Investment Management first reported a position in Novartis in Q2 2013 and has held it in 52 quarters since.
Aull & Monroe Investment Management's Novartis position peaked at $626K in Q3 2014.
509 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Aull & Monroe Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.