First American Trust’s NVIDIA NVDA Stock Holding History

First American Trust’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	$51.7M	Buy	296,418 +12,827	+5%	+$2.35M	3.48%	3
2025 Q4	$52.9M	Sell	283,591 -5,894	-2%	-$1.1M	3.63%	3
2025 Q3	$54M	Buy	289,485 +7,422	+3%	+$1.29M	3.92%	3
2025 Q2	$44.6M	Buy	282,063 +53,205	+23%	+$6.7M	3.56%	4
2025 Q1	$24.8M	Buy	228,858 +43,004	+23%	+$5.45M	2.28%	7
2024 Q4	$25M	Sell	185,854 -4,386	-2%	-$605K	2.49%	5
2024 Q3	$23.1M	Sell	190,240 -73,665	-28%	-$8.7M	2.29%	6
2024 Q2	$32.6M	Buy	263,905 +123,265	+88%	+$12.5M	3.27%	4
2024 Q1	$12.7M	Buy	140,640 +117,820	+516%	+$8.54M	1.33%	16
2023 Q4	$1.13M	Buy	22,820 +14,330	+169%	+$664K	0.14%	96
2023 Q3	$369K	Buy	8,490 +1,610	+23%	+$72.1K	0.05%	117
2023 Q2	$291K	Buy	+6,880	New	+$228K	0.04%	130
2022 Q4	–	Sell	-19,490	Closed	-$237K	–	158
2022 Q3	$237K	Sell	19,490 -4,740	-20%	-$74.9K	0.04%	137
2022 Q2	$367K	Sell	24,230 -5,220	-18%	-$98.5K	0.06%	121
2022 Q1	$804K	Buy	29,450 +8,610	+41%	+$216K	0.11%	96
2021 Q4	$613K	Buy	20,840 +240	+1%	+$6.6K	0.08%	102
2021 Q3	$427K	Sell	20,600 -880	-4%	-$18.3K	0.06%	111
2021 Q2	$430K	Buy	+21,480	New	+$344K	0.07%	107
2021 Q1	–	Sell	-17,560	Closed	-$229K	–	160
2020 Q4	$229K	Sell	17,560 -1,120	-6%	-$15K	0.04%	139
2020 Q3	$253K	Buy	+18,680	New	+$217K	0.05%	123

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

First American Trust's NVDA Position: Q1 2026 in Review

First American Trust increased its NVIDIA (NVDA) stake by 4.5% in Q1 2026, buying an estimated $2.35M and bringing the position to 296,418 shares worth $51.7M. The position accounts for 3.48% of the portfolio, ranked #3.

First American Trust first reported a position in NVDA in Q3 2020 and has held it in 20 quarters since. The position peaked at $54M in Q3 2025. 5,828 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

First American Trust held 296,418 shares of NVIDIA worth $51.7M as of Q1 2026.
First American Trust bought 12,827 NVIDIA shares in Q1 2026, an estimated $2.35M.
NVIDIA made up 3.48% of First American Trust's portfolio in Q1 2026, its #3 holding.
First American Trust first reported a position in NVIDIA in Q3 2020 and has held it in 20 quarters since.
First American Trust's NVIDIA position peaked at $54M in Q3 2025.
5,828 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on First American Trust's 13F filing for Q1 2026, filed 12 May 2026.