Carson Wealth (CWM LLC)’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $606M | Buy |
3,473,955
+100,068
| +3% | +$18.4M | 1.59% | 6 |
|
|
2025
Q4 | $629M | Buy |
3,373,887
+82,289
| +2% | +$15.3M | 1.7% | 6 |
|
|
2025
Q3 | $614M | Buy |
3,291,598
+327,949
| +11% | +$57.2M | 1.85% | 7 |
|
|
2025
Q2 | $468M | Buy |
2,963,649
+41,855
| +1% | +$5.27M | 1.65% | 8 |
|
|
2025
Q1 | $317M | Buy |
2,921,794
+306,807
| +12% | +$38.9M | 1.26% | 14 |
|
|
2024
Q4 | $351M | Buy |
2,614,987
+76,782
| +3% | +$10.6M | 1.46% | 11 |
|
|
2024
Q3 | $308M | Buy |
2,538,205
+180,982
| +8% | +$21.4M | 1.33% | 14 |
|
|
2024
Q2 | $291M | Buy |
2,357,223
+240,023
| +11% | +$24.3M | 1.37% | 11 |
|
|
2024
Q1 | $191M | Buy |
2,117,200
+179,170
| +9% | +$13M | 0.93% | 21 |
|
|
2023
Q4 | $96M | Buy |
1,938,030
+245,390
| +14% | +$11.4M | 0.52% | 38 |
|
|
2023
Q3 | $73.6M | Buy |
1,692,640
+334,090
| +25% | +$15M | 0.45% | 43 |
|
|
2023
Q2 | $57.5M | Buy |
1,358,550
+196,630
| +17% | +$6.53M | 0.36% | 51 |
|
|
2023
Q1 | $32.3M | Buy |
1,161,920
+107,810
| +10% | +$2.33M | 0.22% | 94 |
|
|
2022
Q4 | $15.4M | Buy |
1,054,110
+68,250
| +7% | +$1M | 0.11% | 160 |
|
|
2022
Q3 | $12M | Sell |
985,860
-7,360
| -0.7% | -$116K | 0.1% | 172 |
|
|
2022
Q2 | $15.1M | Buy |
993,220
+150,690
| +18% | +$2.84M | 0.12% | 159 |
|
|
2022
Q1 | $23M | Buy |
842,530
+91,050
| +12% | +$2.28M | 0.16% | 128 |
|
|
2021
Q4 | $22.1M | Buy |
+751,480
| New | +$20.7M | 0.16% | 135 |
|
|
2021
Q2 | $12.5M | Hold |
623,240
| – | – | 0.1% | 179 |
|
|
2021
Q1 | $12.5M | Hold |
623,240
| – | – | 0.1% | 179 |
|
|
2020
Q4 | $12.5M | Hold |
623,240
| – | – | 0.1% | 179 |
|
|
2020
Q3 | $12.5M | Hold |
623,240
| – | – | 0.1% | 179 |
|
|
2020
Q2 | $12.5M | Hold |
623,240
| – | – | 0.1% | 179 |
|
|
2020
Q1 | $12.5M | Hold |
623,240
| – | – | 0.1% | 179 |
|
|
2019
Q4 | $12.5M | Hold |
623,240
| – | – | 0.1% | 179 |
|
|
2019
Q3 | $12.5M | Hold |
623,240
| – | – | 0.1% | 179 |
|
|
2019
Q2 | $12.5M | Hold |
623,240
| – | – | 0.1% | 179 |
|
|
2019
Q1 | $12.5M | Buy |
623,240
+385,360
| +162% | +$1.5M | 0.1% | 179 |
|
|
2018
Q4 | $794K | Buy |
237,880
+167,000
| +236% | +$799K | 0.02% | 391 |
|
|
2018
Q3 | $498K | Buy |
70,880
+36,600
| +107% | +$238K | 0.01% | 387 |
|
|
2018
Q2 | $203K | Buy |
34,280
+14,400
| +72% | +$87.5K | 0.01% | 419 |
|
|
2018
Q1 | $115K | Buy |
19,880
+640
| +3% | +$3.76K | ﹤0.01% | 431 |
|
|
2017
Q4 | $93K | Buy |
19,240
+15,280
| +386% | +$75.9K | ﹤0.01% | 437 |
|
|
2017
Q3 | $18K | Sell |
3,960
-80
| -2% | -$333 | ﹤0.01% | 729 |
|
|
2017
Q2 | $15K | Buy |
4,040
+1,640
| +68% | +$5.21K | ﹤0.01% | 694 |
|
|
2017
Q1 | $7K | Sell |
2,400
-4,360
| -64% | -$11.6K | ﹤0.01% | 823 |
|
|
2016
Q4 | $18K | Buy |
+6,760
| New | +$14.1K | ﹤0.01% | 605 |
|
Other funds holding NVDA
Carson Wealth (CWM LLC)'s NVDA Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its NVIDIA (NVDA) stake by 3% in Q1 2026, buying an estimated $18.4M and bringing the position to 3,473,955 shares worth $606M. The position accounts for 1.59% of the portfolio, ranked #6.
Carson Wealth (CWM LLC) first reported a position in NVDA in Q4 2016 and has held it in 37 quarters since. The position peaked at $629M in Q4 2025. 5,856 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.
- Carson Wealth (CWM LLC) held 3,473,955 shares of NVIDIA worth $606M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 100,068 NVIDIA shares in Q1 2026, an estimated $18.4M.
- NVIDIA made up 1.59% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #6 holding.
- Carson Wealth (CWM LLC) first reported a position in NVIDIA in Q4 2016 and has held it in 37 quarters since.
- Carson Wealth (CWM LLC)'s NVIDIA position peaked at $629M in Q4 2025.
- 5,856 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.