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CM Wealth Advisors’s NVIDIA NVDA Stock Holding History

CM Wealth Advisors’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 		$18M Buy
103,350
+12,823
+14% +$2.35M 3.84% 7
2025
Q4 		$16.9M Buy
90,527
+22,487
+33% +$4.19M 3.81% 8
2025
Q3 		$12.7M Hold
68,040
– – 3.35% 9
2025
Q2 		$10.8M Sell
68,040
-11,759
-15% -$1.48M 3.16% 9
2025
Q1 		$8.65M Sell
79,799
-8
-0% -$1.01K 2.77% 9
2024
Q4 		$10.7M Buy
79,807
+69,987
+713% +$9.65M 3.5% 7
2024
Q3 		$1.19M Sell
9,820
-4,010
-29% -$474K 0.39% 23
2024
Q2 		$1.71M Sell
13,830
-11,580
-46% -$1.17M 0.81% 16
2024
Q1 		$2.3M Buy
+25,410
New +$1.84M 0.66% 21
2023
Q3 		– Sell
-19,500
Closed -$912K – 142
2023
Q2 		$912K Sell
19,500
-132,170
-87% -$4.39M 0.3% 34
2023
Q1 		$4.09M Buy
+151,670
New +$3.28M 0.79% 13

Other funds holding NVDA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CM Wealth Advisors's NVDA Position: Q1 2026 in Review

CM Wealth Advisors increased its NVIDIA (NVDA) stake by 14% in Q1 2026, buying an estimated $2.35M and bringing the position to 103,350 shares worth $18M. The position accounts for 3.84% of the portfolio, ranked #7.

CM Wealth Advisors first reported a position in NVDA in Q1 2023 and has held it in 11 quarters since. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • CM Wealth Advisors held 103,350 shares of NVIDIA worth $18M as of Q1 2026.
  • CM Wealth Advisors bought 12,823 NVIDIA shares in Q1 2026, an estimated $2.35M.
  • NVIDIA made up 3.84% of CM Wealth Advisors's portfolio in Q1 2026, its #7 holding.
  • CM Wealth Advisors first reported a position in NVIDIA in Q1 2023 and has held it in 11 quarters since.
  • 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on CM Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.