Christopher Browne - Tweedy, Browne Co
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    93
Portfolio value:    $1,258,817,374
Holdings Activity Buys Sells    History
Holding/activity history for  Novartis AG (NVS)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 71,305 0.87 Reduce 4.81% 0.04 $152.75 $10,891,839 SEC
2025   Q4 74,905 0.83 Reduce 1.51% 0.01 $137.87 $10,327,152 SEC
2025   Q3 76,054 0.85 Reduce 1.57% 0.01 $128.24 $9,753,165 SEC
2025   Q2 77,269 0.87 Reduce 4.64% 0.04 $121.01 $9,350,322 SEC
2025   Q1 81,025 0.80 Reduce 2.55% 0.01 $111.48 $9,032,667 SEC
2024   Q4 83,141 0.55 Reduce 2.58% 0.01 $97.31 $8,090,451 SEC
2024   Q3 85,347 0.47 Reduce 2.58% 0.01 $115.02 $9,816,612 SEC
2024   Q2 87,606 0.43 Reduce 2.06% <0.01 $106.46 $9,326,535 SEC
2024   Q1 89,446 0.41 Reduce 1.29% <0.01 $96.73 $8,652,112 SEC
2023   Q4 90,619 0.45 Reduce 4.53% 0.02 $100.97 $9,149,800 SEC
2023   Q3 94,916 0.52 Reduce 1.19% <0.01 $101.86 $9,668,144 SEC
2023   Q2 96,056 0.51 Reduce 1.81% <0.01 $100.91 $9,693,000 SEC
2023   Q1 97,828 0.49 Reduce 1.09% <0.01 $92.00 $9,000,000 SEC
2022   Q4 98,906 0.48 Reduce 1.79% <0.01 $90.72 $8,973,000 SEC
2022   Q3 100,709 0.34 Add 2.32% <0.01 $76.01 $7,655,000 SEC
2022   Q2 98,430 0.34 Reduce 3.44% 0.01 $84.53 $8,320,000 SEC
2022   Q1 101,938 0.29 Reduce 3.91% 0.01 $87.75 $8,945,000 SEC
2021   Q4 106,089 0.29 Reduce 4.58% 0.01 $87.47 $9,280,000 SEC
2021   Q3 111,180 0.30 Reduce 3.66% 0.01 $81.78 $9,092,000 SEC
2021   Q2 115,403 0.30 Reduce 9.63% 0.03 $91.24 $10,529,000 SEC
2021   Q1 127,704 0.32 Reduce 1.64% <0.01 $85.48 $10,916,000 SEC
2020   Q4 129,832 0.42 Reduce 7.28% 0.03 $94.43 $12,260,000 SEC
2020   Q3 140,023 0.47 Reduce 2.84% 0.01 $86.96 $12,176,000 SEC
2020   Q2 144,121 0.50 Reduce 4.94% 0.03 $87.34 $12,588,000 SEC
2020   Q1 151,610 0.58 Reduce 1.42% <0.01 $82.45 $12,500,000 SEC
2019   Q4 153,795 0.53 Reduce 0.87% <0.01 $94.69 $14,563,000 SEC
2019   Q3 155,140 0.48 Reduce 2.59% 0.01 $86.90 $13,482,000 SEC
2019   Q2 159,259 0.51 Reduce 2.54% 0.01 $91.31 $14,542,000 SEC
2019   Q1 163,404 0.52 Reduce 5.02% 0.03 $96.14 $15,710,000 SEC
2018   Q4 172,040 0.52 Reduce 4.74% 0.02 $85.81 $14,763,000 SEC
2018   Q3 180,607 0.47 Reduce 2.33% 0.01 $86.16 $15,561,000 SEC
2018   Q2 184,913 0.43 Reduce 1.45% <0.01 $75.54 $13,968,000 SEC
2018   Q1 187,636 0.46 Reduce 0.59% <0.01 $80.85 $15,170,000 SEC
2017   Q4 188,746 0.44 Reduce 4.17% 0.02 $83.96 $15,847,000 SEC
2017   Q3 196,952 0.46 Add 0.27% <0.01 $85.85 $16,908,000 SEC
2017   Q2 196,422 0.49 Reduce 4.07% 0.02 $83.47 $16,395,000 SEC
2017   Q1 204,747 0.44 Reduce 5.47% 0.03 $74.27 $15,207,000 SEC
2016   Q4 216,590 0.49 Reduce 1.60% <0.01 $72.84 $15,776,000 SEC
2016   Q3 220,115 0.52 Reduce 5.85% 0.03 $78.96 $17,380,000 SEC
2016   Q2 233,783 0.54 Reduce 1.63% <0.01 $82.51 $19,289,000 SEC
2016   Q1 237,664 0.47 Reduce 1.87% 0.01 $72.44 $17,216,000 SEC
2015   Q4 242,201 0.61 Reduce 2.74% 0.02 $86.04 $20,839,000 SEC
2015   Q3 249,022 0.68 Reduce 2.04% 0.01 $91.92 $22,890,000 SEC
2015   Q2 254,217 0.69 Reduce 2.31% 0.02 $98.34 $25,000,000 SEC
2015   Q1 260,217 0.70 Reduce 2.19% 0.01 $98.61 $25,660,000 SEC
2014   Q4 266,037 0.63 Reduce 6.32% 0.04 $92.66 $24,651,000 SEC
2014   Q3 283,983 0.62 Reduce 1.68% <0.01 $94.13 $26,731,000 SEC
2014   Q2 288,825 0.56 Reduce 0.92% <0.01 $90.53 $26,147,000 SEC
2014   Q1 291,500 0.57 Reduce 0.29% <0.01 $85.02 $24,783,000 SEC
2013   Q4 292,340 0.55 Reduce 1.00% <0.01 $80.38 $23,498,000 SEC
2013   Q3 295,290 0.55 Reduce 0.27% <0.01 $76.71 $22,652,000 SEC
2013   Q2 296,095 0.53 Reduce 1.93% 0.01 $70.71 $20,937,000 SEC
2013   Q1 301,934 0.56 Add 0.18% <0.01 $71.24 $21,510,000 SEC
2012   Q4 301,399 0.58 Reduce 0.09% <0.01 $63.30 $19,079,000 SEC
2012   Q3 301,666 0.66 Reduce 5.59% 0.04 $61.26 $18,480,000 SEC
2012   Q2 319,537 0.63 Add 0.25% <0.01 $55.90 $17,862,000 SEC
2012   Q1 318,742 0.61 Reduce 6.64% 0.05 $55.41 $17,661,000 SEC
2011   Q4 341,407 0.71 Reduce 1.53% 0.01 $57.17 $19,518,000 SEC
2011   Q3 346,697 0.79 Reduce 0.97% <0.01 $55.77 $19,335,000 SEC
2011   Q2 350,100 0.75 Reduce 2.04% 0.01 $61.11 $21,395,000 SEC
2011   Q1 357,391 0.65 Reduce 1.79% 0.01 $54.35 $19,424,000 SEC
2010   Q4 363,904 0.76 Reduce 1.75% 0.01 $58.95 $21,452,000 SEC
2010   Q3 370,402 0.78 Reduce 1.62% 0.01 $57.67 $21,361,000 SEC
2010   Q2 376,499 0.76 Reduce 5.66% 0.05 $48.32 $18,192,000 SEC
2010   Q1 399,102 0.84 Reduce 5.92% 0.05 $54.10 $21,591,000 SEC
2009   Q4 424,209 0.86 Add 6.87% 0.06 $54.43 $23,090,000 SEC
2009   Q3 396,951 1.11 Add 175.47% 0.71 $50.38 $19,998,000 SEC
2009   Q2 144,099 0.36 Add 2.78% <0.01 $40.79 $5,878,000 SEC
2009   Q1 140,202 0.38 Reduce 7.35% 0.04 $37.83 $5,304,000 SEC
2008   Q4 151,325 0.48 Reduce 2.98% 0.01 $49.76 $7,530,000 SEC
2008   Q3 155,965 0.47 Reduce 5.82% 0.03 $52.84 $8,241,000 SEC
2008   Q2 165,595 0.45 Reduce 1.48% <0.01 $55.04 $9,114,000 SEC
2008   Q1 168,077 0.36 Reduce 2.88% 0.01 $51.23 $8,611,000 SEC
2007   Q4 173,056 0.40 Reduce 1.39% <0.01 $54.31 $9,399,000 SEC
2007   Q3 175,496 0.38 Reduce 1.27% <0.01 $54.96 $9,645,000 SEC
2007   Q2 177,745 0.30 Reduce 5.81% 0.02 $56.07 $9,966,000 SEC
2007   Q1 188,712 0.32 Reduce 3.67% 0.01 $54.63 $10,309,000 SEC
2006   Q4 195,897 0.33 Reduce 21.99% 0.10 $57.44 $11,252,000 SEC
2006   Q3 251,117 0.47 Add 1.38% <0.01 $58.44 $14,675,000 SEC
2006   Q2 247,690 0.51 Reduce 1.75% 0.01 $53.92 $13,355,000 SEC
2006   Q1 252,106 0.62 Reduce 15.45% 0.11 $55.44 $13,977,000 SEC
2005   Q4 298,166 0.70 Reduce 11.52% 0.08 $52.48 $15,648,000 SEC
2005   Q3 336,971 0.73 Reduce 2.61% 0.02 $51.00 $17,186,000 SEC
2005   Q2 345,985 0.71 Reduce 3.47% 0.03 $47.44 $16,414,000 SEC
2005   Q1 358,405 0.72 Reduce 3.07% 0.02 $46.78 $16,766,000 SEC
2004   Q4 369,754 0.66 Reduce 1.91% 0.03 $50.54 $18,687,000 SEC
2004   Q3 376,937 1.36 Reduce 3.53% 0.02 $46.67 $17,592,000 SEC
2004   Q2 390,711 0.69 Reduce 1.55% 0.01 $44.50 $17,387,000 SEC
2004   Q1 396,881 0.66 Add 1.06% <0.01 $42.60 $16,907,000 SEC
2003   Q4 392,709 0.71 Reduce 6.89% 0.04 $45.89 $18,021,000 SEC
2003   Q3 421,788 0.65 Add 1.40% <0.01 $37.83 $15,956,000 SEC
2003   Q2 415,966 0.69 Add 9.21% 0.06 $39.81 $16,560,000 SEC
2003   Q1 380,891 0.59 Reduce 2.25% 0.01 $37.06 $14,116,000 SEC
2002   Q4 389,670 0.54 Add 1.86% <0.01 $36.73 $14,313,000 SEC
2002   Q3 382,564 0.62 Reduce 2.07% 0.01 $39.73 $15,199,000 SEC
2002   Q2 390,644 0.56 Reduce 0.49% <0.01 $43.83 $17,122,000 SEC
2002   Q1 392,549 0.47 Add 4.18% 0.02 $39.60 $15,545,000 SEC
2001   Q3 376,808 0.51 Add 2.84% 0.01 $38.92 $14,665,000 SEC
2001   Q2 366,403 0.39 Add 4.18% 0.02 $36.15 $13,245,000 SEC
2001   Q1 351,696 0.52 Add 4.17% 0.02 $39.33 $13,832,000 SEC
2000   Q4 337,631 0.82 Reduce 0.02% <0.01 $44.75 $15,109,000 SEC
2000   Q3 337,682 0.42 Add 26,700.16% 0.42 $38.69 $13,064,000 SEC
2000   Q1 1,260 0.33 Reduce 99.10% 0.50 $68.25 $86,000 SEC
1999   Q4 139,453 0.50 Reduce 4.56% 0.02 $77.25 $10,773,000 SEC
1999   Q3 146,110 0.34 Add 17.96% 0.05 $74.17 $10,837,000 SEC
1999   Q1 123,865 0.28 $81.23 $10,062,000 SEC