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LCM Capital Management’s Novartis NVS Stock Holding History

LCM Capital 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 		$524K Buy
3,341
+69
+2% +$10.3K 0.23% 55
2026
Q1 		$500K Buy
3,272
+57
+2% +$8.74K 0.25% 51
2025
Q4 		$443K Sell
3,215
-12
-0.4% -$1.57K 0.21% 55
2025
Q3 		$414K Sell
3,227
-74
-2% -$9.03K 0.2% 60
2025
Q2 		$399K Sell
3,301
-17
-0.5% -$1.92K 0.21% 62
2025
Q1 		$370K Buy
3,318
+58
+2% +$6.17K 0.22% 61
2024
Q4 		$317K Buy
3,260
+5
+0.2% +$533 0.18% 70
2024
Q3 		$374K Buy
3,255
+53
+2% +$6.01K 0.22% 60
2024
Q2 		$341K Buy
3,202
+86
+3% +$8.63K 0.21% 59
2024
Q1 		$301K Buy
3,116
+16
+0.5% +$1.64K 0.19% 67
2023
Q4 		$313K Buy
3,100
+18
+0.6% +$1.74K 0.23% 62
2023
Q3 		$314K Buy
3,082
+128
+4% +$13K 0.26% 59
2023
Q2 		$298K Buy
2,954
+68
+2% +$6.8K 0.24% 62
2023
Q1 		$266K Buy
2,886
+173
+6% +$15.1K 0.23% 66
2022
Q4 		$246K Buy
2,713
+11
+0.4% +$926 0.24% 65
2022
Q3 		$205K Sell
2,702
-10
-0.4% -$829 0.22% 74
2022
Q2 		$229K Sell
2,712
-20
-0.7% -$1.75K 0.23% 69
2022
Q1 		$240K Buy
2,732
+49
+2% +$4.24K 0.19% 79
2021
Q4 		$235K Buy
2,683
+118
+5% +$9.8K 0.18% 79
2021
Q3 		$210K Buy
2,565
+5
+0.2% +$450 0.18% 82
2021
Q2 		$234K Buy
2,560
+34
+1% +$3.03K 0.19% 74
2021
Q1 		$216K Sell
2,526
-96
-4% -$8.62K 0.19% 78
2020
Q4 		$245K Buy
+2,622
New +$229K 0.23% 63

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LCM Capital Management's NVS Position: Q2 2026 in Review

LCM Capital Management increased its Novartis (NVS) stake by 2.1% in Q2 2026, buying an estimated $10.3K and bringing the position to 3,341 shares worth $524K. The position accounts for 0.23% of the portfolio, ranked #55.

LCM Capital Management first reported a position in NVS in Q4 2020 and has held it in 23 quarters since. 1,621 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • LCM Capital Management held 3,341 shares of Novartis worth $524K as of Q2 2026.
  • LCM Capital Management bought 69 Novartis shares in Q2 2026, an estimated $10.3K.
  • Novartis made up 0.23% of LCM Capital Management's portfolio in Q2 2026, its #55 holding.
  • LCM Capital Management first reported a position in Novartis in Q4 2020 and has held it in 23 quarters since.
  • 1,621 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on LCM Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.