Lummis Asset Management’s Novartis NVS Stock Holding History

Lummis Asset 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	$2.51K	Hold	16	–	–	﹤0.01%	166
2026 Q1	$2.44K	Hold	16	–	–	﹤0.01%	170
2025 Q4	$2.21K	Buy	+16	New	+$2.1K	﹤0.01%	168

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

Lummis Asset Management's NVS Position: Q2 2026 in Review

Lummis Asset Management held its Novartis (NVS) position steady in Q2 2026 at 16 shares worth $2.51K. The position accounts for ﹤0.01% of the portfolio, ranked #166.

Lummis Asset Management first reported a position in NVS in Q4 2025 and has held it in 3 quarters since. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Lummis Asset Management held 16 shares of Novartis worth $2.51K as of Q2 2026.
Lummis Asset Management left its Novartis share count unchanged in Q2 2026.
Novartis made up ﹤0.01% of Lummis Asset Management's portfolio in Q2 2026, its #166 holding.
Lummis Asset Management first reported a position in Novartis in Q4 2025 and has held it in 3 quarters since.
1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Lummis Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.