Alan B. Lancz & Associates’s NVIDIA NVDA Stock Holding History

Alan B. Lancz & Associates’s Portfolio NVDA Stock Details NVDA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.22M	Sell	12,726 -900	-7%	-$165K	2.15%	8
2025 Q4	$2.54M	Buy	13,626 +300	+2%	+$55.8K	2.23%	8
2025 Q3	$2.49M	Sell	13,326 -6,450	-33%	-$1.12M	2.25%	9
2025 Q2	$3.12M	Sell	19,776 -240	-1%	-$30.2K	3.13%	6
2025 Q1	$2.17M	Sell	20,016 -635	-3%	-$80.5K	2.31%	10
2024 Q4	$2.77M	Buy	20,651 +4,400	+27%	+$606K	2.82%	6
2024 Q3	$1.97M	Buy	16,251 +2,001	+14%	+$236K	1.81%	11
2024 Q2	$1.76M	Buy	+14,250	New	+$1.44M	1.74%	11
2023 Q4	$990K	Sell	20,000 -1,500	-7%	-$69.5K	1.04%	20
2023 Q3	$935K	Sell	21,500 -2,040	-9%	-$91.4K	1.06%	20
2023 Q2	$996K	Sell	23,540 -5,500	-19%	-$183K	1.07%	20
2023 Q1	$807K	Buy	29,040 +40	+0.1%	+$866	0.84%	26
2022 Q4	$490K	Hold	29,000	–	–	0.49%	58
2022 Q3	$352K	Hold	29,000	–	–	0.42%	71
2022 Q2	$527K	Hold	29,000	–	–	0.52%	46
2022 Q1	$791K	Buy	29,000 +2,000	+7%	+$50.2K	0.7%	32
2021 Q4	$794K	Buy	+27,000	New	+$743K	0.69%	35

Other funds holding NVDA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Alan B. Lancz & Associates's NVDA Position: Q1 2026 in Review

Alan B. Lancz & Associates reduced its NVIDIA (NVDA) stake by 6.6% in Q1 2026, selling an estimated $165K and leaving 12,726 shares worth $2.22M. The position accounts for 2.15% of the portfolio, ranked #8.

Alan B. Lancz & Associates first reported a position in NVDA in Q4 2021 and has held it in 17 quarters since. The position peaked at $3.12M in Q2 2025. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Alan B. Lancz & Associates held 12,726 shares of NVIDIA worth $2.22M as of Q1 2026.
Alan B. Lancz & Associates sold 900 NVIDIA shares in Q1 2026, an estimated $165K.
NVIDIA made up 2.15% of Alan B. Lancz & Associates's portfolio in Q1 2026, its #8 holding.
Alan B. Lancz & Associates first reported a position in NVIDIA in Q4 2021 and has held it in 17 quarters since.
Alan B. Lancz & Associates's NVIDIA position peaked at $3.12M in Q2 2025.
5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Alan B. Lancz & Associates's 13F filing for Q1 2026, filed 5 May 2026.