Lockheed Martin Investment Management’s Novartis NVS Stock Holding History

Lockheed Martin 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	$7.59M	Sell	48,400 -600	-1%	-$89.9K	0.3%	67
2026 Q1	$7.48M	Sell	49,000 -8,300	-14%	-$1.27M	0.27%	68
2025 Q4	$7.9M	Sell	57,300 -27,900	-33%	-$3.65M	0.26%	62
2025 Q3	$10.9M	Buy	85,200 +11,500	+16%	+$1.4M	0.4%	49
2025 Q2	$8.92M	Buy	+73,700	New	+$8.31M	0.33%	59
2017 Q3	–	Sell	-174,208	Closed	-$13M	–	142
2017 Q2	$13M	Hold	174,208	–	–	0.71%	26
2017 Q1	$11.6M	Buy	+174,208	New	+$11.6M	0.66%	27

Other funds holding NVS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Lockheed Martin Investment Management's NVS Position: Q2 2026 in Review

Lockheed Martin Investment Management reduced its Novartis (NVS) stake by 1.2% in Q2 2026, selling an estimated $89.9K and leaving 48,400 shares worth $7.59M. The position accounts for 0.3% of the portfolio, ranked #67.

Lockheed Martin Investment Management first reported a position in NVS in Q1 2017 and has held it in 7 quarters since. The position peaked at $13M in Q2 2017. 1,618 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Lockheed Martin Investment Management held 48,400 shares of Novartis worth $7.59M as of Q2 2026.
Lockheed Martin Investment Management sold 600 Novartis shares in Q2 2026, an estimated $89.9K.
Novartis made up 0.3% of Lockheed Martin Investment Management's portfolio in Q2 2026, its #67 holding.
Lockheed Martin Investment Management first reported a position in Novartis in Q1 2017 and has held it in 7 quarters since.
Lockheed Martin Investment Management's Novartis position peaked at $13M in Q2 2017.
1,618 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Lockheed Martin Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.