Lowe Brockenbrough & 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 | $2.1M | Sell |
13,766
-352
| -2% | -$54K | 0.1% | 126 |
|
|
2025
Q4 | $1.95M | Sell |
14,118
-231
| -2% | -$30.3K | 0.1% | 128 |
|
|
2025
Q3 | $1.84M | Sell |
14,349
-185
| -1% | -$22.6K | 0.09% | 128 |
|
|
2025
Q2 | $1.76M | Buy |
14,534
+12
| +0.1% | +$1.35K | 0.1% | 128 |
|
|
2025
Q1 | $1.68M | Sell |
14,522
-221
| -1% | -$23.5K | 0.11% | 128 |
|
|
2024
Q4 | $1.43M | Sell |
14,743
-618
| -4% | -$65.9K | 0.09% | 142 |
|
|
2024
Q3 | $1.77M | Buy |
15,361
+742
| +5% | +$84.2K | 0.11% | 133 |
|
|
2024
Q2 | $1.56M | Sell |
14,619
-550
| -4% | -$55.2K | 0.1% | 138 |
|
|
2024
Q1 | $1.52M | Sell |
15,169
-1,121
| -7% | -$115K | 0.1% | 145 |
|
|
2023
Q4 | $1.64M | Buy |
16,290
+345
| +2% | +$33.3K | 0.13% | 132 |
|
|
2023
Q3 | $1.62M | Sell |
15,945
-464
| -3% | -$47.1K | 0.13% | 135 |
|
|
2023
Q2 | $1.66M | Sell |
16,409
-414
| -2% | -$41.4K | 0.12% | 135 |
|
|
2023
Q1 | $1.55M | Sell |
16,823
-168
| -1% | -$14.7K | 0.13% | 137 |
|
|
2022
Q4 | $1.54M | Sell |
16,991
-20
| -0.1% | -$1.69K | 0.13% | 140 |
|
|
2022
Q3 | $1.29M | Buy |
17,011
+194
| +1% | +$16.1K | 0.12% | 150 |
|
|
2022
Q2 | $1.42M | Sell |
16,817
-1,742
| -9% | -$153K | 0.12% | 148 |
|
|
2022
Q1 | $1.63M | Sell |
18,559
-1,296
| -7% | -$112K | 0.12% | 149 |
|
|
2021
Q4 | $1.74M | Sell |
19,855
-224
| -1% | -$18.6K | 0.13% | 138 |
|
|
2021
Q3 | $1.64M | Buy |
20,079
+692
| +4% | +$62.3K | 0.13% | 142 |
|
|
2021
Q2 | $1.77M | Buy |
19,387
+152
| +0.8% | +$13.5K | 0.16% | 119 |
|
|
2021
Q1 | $1.64M | Buy |
19,235
+157
| +0.8% | +$14.1K | 0.16% | 124 |
|
|
2020
Q4 | $1.8M | Sell |
19,078
-259
| -1% | -$22.6K | 0.2% | 113 |
|
|
2020
Q3 | $1.68M | Sell |
19,337
-871
| -4% | -$75.5K | 0.21% | 103 |
|
|
2020
Q2 | $1.76M | Sell |
20,208
-760
| -4% | -$65.6K | 0.24% | 99 |
|
|
2020
Q1 | $1.73M | Sell |
20,968
-180
| -0.9% | -$16.1K | 0.28% | 89 |
|
|
2019
Q4 | $2M | Sell |
21,148
-12
| -0.1% | -$1.08K | 0.25% | 101 |
|
|
2019
Q3 | $1.84M | Buy |
21,160
+62
| +0.3% | +$5.57K | 0.25% | 102 |
|
|
2019
Q2 | $1.93M | Sell |
21,098
-2,453
| -10% | -$208K | 0.26% | 102 |
|
|
2019
Q1 | $2.03M | Buy |
23,551
+456
| +2% | +$36.6K | 0.28% | 95 |
|
|
2018
Q4 | $1.78M | Buy |
23,095
+720
| +3% | +$56K | 0.29% | 97 |
|
|
2018
Q3 | $1.73M | Sell |
22,375
-187
| -0.8% | -$13.8K | 0.24% | 101 |
|
|
2018
Q2 | $1.53M | Sell |
22,562
-435
| -2% | -$30K | 0.22% | 106 |
|
|
2018
Q1 | $1.67M | Buy |
22,997
+310
| +1% | +$23.6K | 0.25% | 103 |
|
|
2017
Q4 | $1.71M | Buy |
22,687
+22
| +0.1% | +$1.66K | 0.24% | 103 |
|
|
2017
Q3 | $1.74M | Sell |
22,665
-240
| -1% | -$18.1K | 0.27% | 98 |
|
|
2017
Q2 | $1.71M | Sell |
22,905
-256
| -1% | -$18.1K | 0.27% | 93 |
|
|
2017
Q1 | $1.54M | Buy |
23,161
+424
| +2% | +$28.3K | 0.25% | 98 |
|
|
2016
Q4 | $1.48M | Buy |
22,737
+1,478
| +7% | +$95.9K | 0.25% | 98 |
|
|
2016
Q3 | $1.5M | Buy |
21,259
+363
| +2% | +$26.5K | 0.26% | 94 |
|
|
2016
Q2 | $1.54M | Buy |
20,896
+413
| +2% | +$28.5K | 0.27% | 89 |
|
|
2016
Q1 | $1.33M | Buy |
20,483
+1,119
| +6% | +$76.1K | 0.23% | 100 |
|
|
2015
Q4 | $1.49M | Buy |
19,364
+134
| +0.7% | +$10.6K | 0.25% | 98 |
|
|
2015
Q3 | $1.58M | Hold |
19,230
| – | – | 0.28% | 96 |
|
|
2015
Q2 | $1.69M | Buy |
19,230
+38
| +0.2% | +$3.49K | 0.27% | 94 |
|
|
2015
Q1 | $1.7M | Buy |
19,192
+47
| +0.2% | +$4.17K | 0.27% | 95 |
|
|
2014
Q4 | $1.59M | Hold |
19,145
| – | – | 0.25% | 98 |
|
|
2014
Q3 | $1.61M | Sell |
19,145
-262
| -1% | -$21.2K | 0.26% | 91 |
|
|
2014
Q2 | $1.57M | Sell |
19,407
-621
| -3% | -$48.8K | 0.25% | 94 |
|
|
2014
Q1 | $1.53M | Sell |
20,028
-125
| -0.6% | -$9.11K | 0.25% | 89 |
|
|
2013
Q4 | $1.45M | Hold |
20,153
| – | – | 0.24% | 94 |
|
|
2013
Q3 | $1.39M | Buy |
20,153
+140
| +0.7% | +$9.26K | 0.25% | 88 |
|
|
2013
Q2 | $1.27M | Buy |
+20,013
| New | +$1.3M | 0.24% | 93 |
|
Other funds holding NVS
Lowe Brockenbrough & Co's NVS Position: Q1 2026 in Review
Lowe Brockenbrough & Co reduced its Novartis (NVS) stake by 2.5% in Q1 2026, selling an estimated $54K and leaving 13,766 shares worth $2.1M. The position accounts for 0.1% of the portfolio, ranked #126.
Lowe Brockenbrough & Co first reported a position in NVS in Q2 2013 and has held it in 52 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.
- Lowe Brockenbrough & Co held 13,766 shares of Novartis worth $2.1M as of Q1 2026.
- Lowe Brockenbrough & Co sold 352 Novartis shares in Q1 2026, an estimated $54K.
- Novartis made up 0.1% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #126 holding.
- Lowe Brockenbrough & Co first reported a position in Novartis in Q2 2013 and has held it in 52 quarters since.
- 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.
Based on Lowe Brockenbrough & Co's 13F filing for Q1 2026, filed 7 May 2026.