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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
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 $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LCM Capital Management's NVS Position: Q1 2026 in Review

LCM Capital Management increased its Novartis (NVS) stake by 1.8% in Q1 2026, buying an estimated $8.74K and bringing the position to 3,272 shares worth $500K. The position accounts for 0.25% of the portfolio, ranked #51.

LCM Capital Management first reported a position in NVS in Q4 2020 and has held it in 22 quarters since. 1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • LCM Capital Management held 3,272 shares of Novartis worth $500K as of Q1 2026.
  • LCM Capital Management bought 57 Novartis shares in Q1 2026, an estimated $8.74K.
  • Novartis made up 0.25% of LCM Capital Management's portfolio in Q1 2026, its #51 holding.
  • LCM Capital Management first reported a position in Novartis in Q4 2020 and has held it in 22 quarters since.
  • 1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on LCM Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.