Drexel Morgan & Co’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.64M | Hold |
10,720
| – | – | 0.24% | 38 |
|
|
2025
Q4 | $1.48M | Hold |
10,720
| – | – | 0.23% | 37 |
|
|
2025
Q3 | $1.37M | Hold |
10,720
| – | – | 0.22% | 35 |
|
|
2025
Q2 | $1.3M | Buy |
10,720
+1,000
| +10% | +$113K | 0.23% | 34 |
|
|
2025
Q1 | $1.08M | Hold |
9,720
| – | – | 0.23% | 36 |
|
|
2024
Q4 | $946K | Hold |
9,720
| – | – | 0.2% | 37 |
|
|
2024
Q3 | $1.12M | Hold |
9,720
| – | – | 0.21% | 38 |
|
|
2024
Q2 | $1.03M | Hold |
9,720
| – | – | 0.22% | 36 |
|
|
2024
Q1 | $940K | Hold |
9,720
| – | – | 0.19% | 36 |
|
|
2023
Q4 | $981K | Hold |
9,720
| – | – | 0.23% | 36 |
|
|
2023
Q3 | $990K | Hold |
9,720
| – | – | 0.27% | 36 |
|
|
2023
Q2 | $981K | Hold |
9,720
| – | – | 0.25% | 36 |
|
|
2023
Q1 | $894K | Hold |
9,720
| – | – | 0.23% | 36 |
|
|
2022
Q4 | $882K | Hold |
9,720
| – | – | 0.18% | 36 |
|
|
2022
Q3 | $739K | Hold |
9,720
| – | – | 0.18% | 35 |
|
|
2022
Q2 | $822K | Hold |
9,720
| – | – | 0.23% | 34 |
|
|
2022
Q1 | $853K | Hold |
9,720
| – | – | 0.25% | 34 |
|
|
2021
Q4 | $850K | Hold |
9,720
| – | – | 0.25% | 36 |
|
|
2021
Q3 | $795K | Hold |
9,720
| – | – | 0.26% | 35 |
|
|
2021
Q2 | $887K | Hold |
9,720
| – | – | 0.26% | 48 |
|
|
2021
Q1 | $831K | Hold |
9,720
| – | – | 0.21% | 53 |
|
|
2020
Q4 | $918K | Hold |
9,720
| – | – | 0.25% | 49 |
|
|
2020
Q3 | $845K | Hold |
9,720
| – | – | 0.3% | 50 |
|
|
2020
Q2 | $849K | Hold |
9,720
| – | – | 0.32% | 48 |
|
|
2020
Q1 | $801K | Buy |
+9,720
| New | +$867K | 0.31% | 46 |
|
|
2016
Q4 | – | Sell |
-9,509
| Closed | -$673K | – | 95 |
|
|
2016
Q3 | $673K | Hold |
9,509
| – | – | 0.75% | 42 |
|
|
2016
Q2 | $703K | Buy |
9,509
+46
| +0.5% | +$3.18K | 0.8% | 45 |
|
|
2016
Q1 | $614K | Sell |
9,463
-968
| -9% | -$65.9K | 0.72% | 47 |
|
|
2015
Q4 | $804K | Buy |
10,431
+1,236
| +13% | +$98.2K | 0.89% | 42 |
|
|
2015
Q3 | $757K | Buy |
9,195
+6
| +0.1% | +$534 | 0.98% | 40 |
|
|
2015
Q2 | $810K | Sell |
9,189
-333
| -3% | -$30.5K | 0.96% | 37 |
|
|
2015
Q1 | $841K | Buy |
9,522
+116
| +1% | +$10.3K | 0.9% | 37 |
|
|
2014
Q4 | $781K | Hold |
9,406
| – | – | 0.88% | 38 |
|
|
2014
Q3 | $793K | Sell |
9,406
-209
| -2% | -$16.9K | 0.96% | 37 |
|
|
2014
Q2 | $365K | Sell |
9,615
-62
| -0.6% | -$4.88K | 0.44% | 65 |
|
|
2014
Q1 | $737K | Hold |
9,677
| – | – | 0.93% | 35 |
|
|
2013
Q4 | $697K | Sell |
9,677
-5,372
| -36% | -$373K | 0.94% | 36 |
|
|
2013
Q3 | $1.03M | Buy |
15,049
+6,079
| +68% | +$402K | 1.42% | 20 |
|
|
2013
Q2 | $568K | Buy |
+8,970
| New | +$584K | 0.94% | 30 |
|
Other funds holding NVS
Drexel Morgan & Co's NVS Position: Q1 2026 in Review
Drexel Morgan & Co held its Novartis (NVS) position steady in Q1 2026 at 10,720 shares worth $1.64M. The position accounts for 0.24% of the portfolio, ranked #38.
Drexel Morgan & Co first reported a position in NVS in Q2 2013 and has held it in 39 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.
- Drexel Morgan & Co held 10,720 shares of Novartis worth $1.64M as of Q1 2026.
- Drexel Morgan & Co left its Novartis share count unchanged in Q1 2026.
- Novartis made up 0.24% of Drexel Morgan & Co's portfolio in Q1 2026, its #38 holding.
- Drexel Morgan & Co first reported a position in Novartis in Q2 2013 and has held it in 39 quarters since.
- 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.
Based on Drexel Morgan & Co's 13F filing for Q1 2026, filed 11 May 2026.