Drexel Morgan & Co’s NVIDIA NVDA Stock Holding History

Drexel Morgan & Co’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	$3.8M	Buy	21,800 +10,000	+85%	+$1.83M	0.56%	26
2025 Q4	$2.2M	Buy	11,800 +10,000	+556%	+$1.86M	0.34%	34
2025 Q3	$336K	Hold	1,800	–	–	0.05%	50
2025 Q2	$284K	Buy	+1,800	New	+$227K	0.05%	49
2025 Q1	–	Sell	-1,800	Closed	-$242K	–	56
2024 Q4	$242K	Hold	1,800	–	–	0.05%	52
2024 Q3	$219K	Hold	1,800	–	–	0.04%	55
2024 Q2	$222K	Buy	+1,800	New	+$182K	0.05%	52

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

Drexel Morgan & Co's NVDA Position: Q1 2026 in Review

Drexel Morgan & Co increased its NVIDIA (NVDA) stake by 85% in Q1 2026, buying an estimated $1.83M and bringing the position to 21,800 shares worth $3.8M. The position accounts for 0.56% of the portfolio, ranked #26.

Drexel Morgan & Co first reported a position in NVDA in Q2 2024 and has held it in 7 quarters since. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Drexel Morgan & Co held 21,800 shares of NVIDIA worth $3.8M as of Q1 2026.
Drexel Morgan & Co bought 10,000 NVIDIA shares in Q1 2026, an estimated $1.83M.
NVIDIA made up 0.56% of Drexel Morgan & Co's portfolio in Q1 2026, its #26 holding.
Drexel Morgan & Co first reported a position in NVIDIA in Q2 2024 and has held it in 7 quarters since.
5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Drexel Morgan & Co's 13F filing for Q1 2026, filed 11 May 2026.