FMII
NVS icon

Farmers & Merchants Investments Inc’s Novartis NVS Stock Holding History

Farmers & Merchants Investments Inc’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 		$5.72M Sell
36,502
-163
-0.4% -$24.4K 0.14% 128
2026
Q1 		$5.6M Sell
36,665
-1,193
-3% -$183K 0.15% 124
2025
Q4 		$5.22M Sell
37,858
-567
-1% -$74.3K 0.14% 127
2025
Q3 		$4.93M Sell
38,425
-466
-1% -$56.9K 0.14% 127
2025
Q2 		$4.71M Sell
38,891
-1,650
-4% -$186K 0.14% 128
2025
Q1 		$4.52M Sell
40,541
-4,756
-10% -$506K 0.14% 129
2024
Q4 		$4.41M Sell
45,297
-466
-1% -$49.7K 0.14% 128
2024
Q3 		$5.26M Sell
45,763
-110
-0.2% -$12.5K 0.16% 124
2024
Q2 		$4.88M Buy
45,873
+255
+0.6% +$25.6K 0.16% 125
2024
Q1 		$4.41M Sell
45,618
-71
-0.2% -$7.28K 0.15% 131
2023
Q4 		$4.61M Sell
45,689
-1,720
-4% -$166K 0.17% 126
2023
Q3 		$4.83M Sell
47,409
-2,076
-4% -$211K 0.19% 123
2023
Q2 		$4.99M Buy
49,485
+2,203
+5% +$220K 0.19% 123
2023
Q1 		$4.35M Buy
47,282
+2,120
+5% +$185K 0.17% 127
2022
Q4 		$4.1M Sell
45,162
-1,288
-3% -$108K 0.17% 130
2022
Q3 		$3.53M Sell
46,450
-688
-1% -$57K 0.16% 130
2022
Q2 		$3.98M Sell
47,138
-317
-0.7% -$27.8K 0.17% 128
2022
Q1 		$4.16M Sell
47,455
-546
-1% -$47.3K 0.16% 133
2021
Q4 		$4.2M Sell
48,001
-2,292
-5% -$190K 0.16% 139
2021
Q3 		$4.11M Sell
50,293
-274
-0.5% -$24.6K 0.17% 133
2021
Q2 		$4.61M Buy
50,567
+408
+0.8% +$36.3K 0.21% 127
2021
Q1 		$4.29M Buy
50,159
+725
+1% +$65.1K 0.21% 126
2020
Q4 		$4.67M Sell
49,434
-483
-1% -$42.2K 0.24% 115
2020
Q3 		$4.34M Buy
49,917
+97
+0.2% +$8.4K 0.26% 111
2020
Q2 		$4.35M Buy
49,820
+308
+0.6% +$26.6K 0.28% 105
2020
Q1 		$4.08M Buy
49,512
+1,972
+4% +$176K 0.31% 102
2019
Q4 		$4.5M Sell
47,540
-112
-0.2% -$10.1K 0.28% 108
2019
Q3 		$4.14M Sell
47,652
-94
-0.2% -$8.44K 0.26% 111
2019
Q2 		$4.36M Sell
47,746
-6,025
-11% -$510K 0.28% 106
2019
Q1 		$4.63M Buy
53,771
+242
+0.5% +$19.4K 0.31% 104
2018
Q4 		$4.12M Sell
53,529
-711
-1% -$55.3K 0.31% 102
2018
Q3 		$4.19M Buy
54,240
+326
+0.6% +$24.1K 0.29% 106
2018
Q2 		$3.65M Buy
53,914
+1,821
+3% +$126K 0.27% 114
2018
Q1 		$3.77M Buy
52,093
+468
+0.9% +$35.6K 0.28% 109
2017
Q4 		$3.88M Sell
51,625
-368
-0.7% -$27.8K 0.28% 106
2017
Q3 		$4M Buy
51,993
+1,476
+3% +$111K 0.32% 101
2017
Q2 		$3.78M Sell
50,517
-283
-0.6% -$20.1K 0.31% 105
2017
Q1 		$3.38M Buy
50,800
+2,014
+4% +$134K 0.3% 103
2016
Q4 		$3.18M Buy
48,786
+1,247
+3% +$80.9K 0.29% 103
2016
Q3 		$3.36M Buy
47,539
+2,517
+6% +$183K 0.35% 93
2016
Q2 		$3.33M Sell
45,022
-279
-0.6% -$19.3K 0.37% 93
2016
Q1 		$2.94M Hold
45,301
– – 0.34% 96
2015
Q4 		$3.49M Buy
45,301
+3,107
+7% +$247K 0.44% 82
2015
Q3 		$3.48M Buy
42,194
+2,486
+6% +$221K 0.47% 75
2015
Q2 		$3.5M Sell
39,708
-685
-2% -$62.8K 0.44% 77
2015
Q1 		$3.57M Buy
40,393
+557
+1% +$49.4K 0.45% 76
2014
Q4 		$3.31M Buy
39,836
+151
+0.4% +$12.5K 0.41% 81
2014
Q3 		$3.35M Buy
39,685
+250
+0.6% +$20.2K 0.44% 77
2014
Q2 		$3.2M Sell
39,435
-699
-2% -$55K 0.43% 84
2014
Q1 		$3.06M Buy
40,134
+2,715
+7% +$198K 0.43% 85
2013
Q4 		$2.69M Buy
37,419
+225
+0.6% +$15.6K 0.39% 95
2013
Q3 		$2.56M Sell
37,194
-8,285
-18% -$548K 0.41% 91
2013
Q2 		$2.88M Buy
+45,479
New +$2.96M 0.44% 79

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TH
TCTC Holdings Dallas, Texas $3.81B AUM 32.17% 1-Year Est. Return

Farmers & Merchants Investments Inc's NVS Position: Q2 2026 in Review

Farmers & Merchants Investments Inc reduced its Novartis (NVS) stake by 0.44% in Q2 2026, selling an estimated $24.4K and leaving 36,502 shares worth $5.72M. The position accounts for 0.14% of the portfolio, ranked #128.

Farmers & Merchants Investments Inc first reported a position in NVS in Q2 2013 and has held it in 53 quarters since. 1,179 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Farmers & Merchants Investments Inc held 36,502 shares of Novartis worth $5.72M as of Q2 2026.
  • Farmers & Merchants Investments Inc sold 163 Novartis shares in Q2 2026, an estimated $24.4K.
  • Novartis made up 0.14% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #128 holding.
  • Farmers & Merchants Investments Inc first reported a position in Novartis in Q2 2013 and has held it in 53 quarters since.
  • 1,179 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.