Luther King Capital Management (LKCM)
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Luther King Capital Management (LKCM)’s Novartis NVS Stock Holding History

Luther King Capital Management (LKCM)’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 		$1.01M Buy
6,446
+212
+3% +$31.8K ﹤0.01% 422
2026
Q1 		$952K Sell
6,234
-4,531
-42% -$695K ﹤0.01% 420
2025
Q4 		$1.48M Sell
10,765
-139
-1% -$18.2K 0.01% 375
2025
Q3 		$1.4M Sell
10,904
-3,202
-23% -$391K 0.01% 384
2025
Q2 		$1.71M Buy
14,106
+3,038
+27% +$342K 0.01% 352
2025
Q1 		$1.23M Buy
11,068
+693
+7% +$73.8K 0.01% 381
2024
Q4 		$1.01M Sell
10,375
-67
-0.6% -$7.14K ﹤0.01% 404
2024
Q3 		$1.2M Buy
10,442
+919
+10% +$104K 0.01% 386
2024
Q2 		$1.01M Buy
9,523
+456
+5% +$45.8K ﹤0.01% 402
2024
Q1 		$877K Buy
9,067
+880
+11% +$90.2K ﹤0.01% 415
2023
Q4 		$827K Sell
8,187
-159
-2% -$15.3K ﹤0.01% 416
2023
Q3 		$850K Sell
8,346
-776
-9% -$78.8K ﹤0.01% 401
2023
Q2 		$921K Sell
9,122
-1,457
-14% -$146K ﹤0.01% 417
2023
Q1 		$973K Buy
10,579
+583
+6% +$50.9K 0.01% 397
2022
Q4 		$907K Sell
9,996
-426
-4% -$35.9K 0.01% 389
2022
Q3 		$792K Sell
10,422
-1,324
-11% -$110K ﹤0.01% 396
2022
Q2 		$993K Buy
11,746
+2,412
+26% +$212K 0.01% 390
2022
Q1 		$819K Sell
9,334
-332
-3% -$28.7K ﹤0.01% 416
2021
Q4 		$845K Sell
9,666
-2,255
-19% -$187K ﹤0.01% 434
2021
Q3 		$975K Sell
11,921
-4,988
-29% -$449K ﹤0.01% 416
2021
Q2 		$1.54M Buy
16,909
+6,478
+62% +$577K 0.01% 352
2021
Q1 		$892K Sell
10,431
-4,369
-30% -$392K ﹤0.01% 404
2020
Q4 		$1.4M Sell
14,800
-1,346
-8% -$118K 0.01% 327
2020
Q3 		$1.4M Sell
16,146
-2,070
-11% -$179K 0.01% 292
2020
Q2 		$1.59M Sell
18,216
-680
-4% -$58.7K 0.01% 266
2020
Q1 		$1.56M Sell
18,896
-3,581
-16% -$319K 0.01% 241
2019
Q4 		$2.13M Buy
22,477
+15,139
+206% +$1.36M 0.01% 282
2019
Q3 		$638K Hold
7,338
– – ﹤0.01% 375
2019
Q2 		$670K Buy
7,338
+3,102
+73% +$263K ﹤0.01% 364
2019
Q1 		$365K Hold
4,236
– – ﹤0.01% 439
2018
Q4 		$326K Sell
4,236
-1,165
-22% -$90.7K ﹤0.01% 447
2018
Q3 		$417K Sell
5,401
-374
-6% -$27.6K ﹤0.01% 439
2018
Q2 		$391K Buy
5,775
+724
+14% +$50K ﹤0.01% 441
2018
Q1 		$366K Buy
5,051
+173
+4% +$13.2K ﹤0.01% 441
2017
Q4 		$367K Buy
4,878
+64
+1% +$4.83K ﹤0.01% 442
2017
Q3 		$370K Sell
4,814
-519
-10% -$39.2K ﹤0.01% 430
2017
Q2 		$399K Sell
5,333
-112
-2% -$7.94K ﹤0.01% 409
2017
Q1 		$362K Sell
5,445
-238
-4% -$15.9K ﹤0.01% 431
2016
Q4 		$371K Buy
5,683
+201
+4% +$13K ﹤0.01% 428
2016
Q3 		$388K Sell
5,482
-29
-0.5% -$2.11K ﹤0.01% 409
2016
Q2 		$407K Sell
5,511
-537
-9% -$37.1K ﹤0.01% 419
2016
Q1 		$393K Sell
6,048
-1,599
-21% -$109K ﹤0.01% 419
2015
Q4 		$590K Sell
7,647
-396
-5% -$31.5K 0.01% 398
2015
Q3 		$662K Sell
8,043
-268
-3% -$23.9K 0.01% 393
2015
Q2 		$732K Buy
8,311
+94
+1% +$8.62K 0.01% 396
2015
Q1 		$726K Hold
8,217
– – 0.01% 393
2014
Q4 		$682K Buy
8,217
+659
+9% +$54.6K 0.01% 407
2014
Q3 		$637K Buy
7,558
+3,462
+85% +$280K 0.01% 428
2014
Q2 		$332K Buy
+4,096
New +$322K ﹤0.01% 486
2013
Q4 		– Sell
-8,916
Closed -$613K – 598
2013
Q3 		$613K Hold
8,916
– – 0.01% 503
2013
Q2 		$565K Buy
+8,916
New +$580K 0.01% 514

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

Luther King Capital Management (LKCM)'s NVS Position: Q2 2026 in Review

Luther King Capital Management (LKCM) increased its Novartis (NVS) stake by 3.4% in Q2 2026, buying an estimated $31.8K and bringing the position to 6,446 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #422.

Luther King Capital Management (LKCM) first reported a position in NVS in Q2 2013 and has held it in 51 quarters since. The position peaked at $2.13M in Q4 2019. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Luther King Capital Management (LKCM) held 6,446 shares of Novartis worth $1.01M as of Q2 2026.
  • Luther King Capital Management (LKCM) bought 212 Novartis shares in Q2 2026, an estimated $31.8K.
  • Novartis made up ﹤0.01% of Luther King Capital Management (LKCM)'s portfolio in Q2 2026, its #422 holding.
  • Luther King Capital Management (LKCM) first reported a position in Novartis in Q2 2013 and has held it in 51 quarters since.
  • Luther King Capital Management (LKCM)'s Novartis position peaked at $2.13M in Q4 2019.
  • 1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2026, filed 10 Aug 2026.