First Long Island Investors’s NVIDIA NVDA Stock Holding History

First Long Island Investors’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	$60.4M	Sell	346,104 -993	-0.3%	-$182K	4.9%	1
2025 Q4	$64.7M	Buy	347,097 +4,140	+1%	+$771K	4.75%	3
2025 Q3	$64M	Sell	342,957 -30,535	-8%	-$5.32M	4.76%	2
2025 Q2	$59M	Sell	373,492 -12,463	-3%	-$1.57M	4.63%	4
2025 Q1	$41.8M	Buy	385,955 +11,496	+3%	+$1.46M	3.45%	6
2024 Q4	$50.3M	Buy	374,459 +715	+0.2%	+$98.6K	4%	5
2024 Q3	$45.4M	Sell	373,744 -30,654	-8%	-$3.62M	3.58%	6
2024 Q2	$50M	Sell	404,398 -172,142	-30%	-$17.4M	4.23%	4
2024 Q1	$52.1M	Sell	576,540 -120,310	-17%	-$8.72M	4.34%	3
2023 Q4	$34.5M	Sell	696,850 -3,010	-0.4%	-$139K	3.06%	8
2023 Q3	$30.4M	Sell	699,860 -20,840	-3%	-$934K	2.95%	9
2023 Q2	$30.5M	Sell	720,700 -232,870	-24%	-$7.73M	2.93%	10
2023 Q1	$26.5M	Sell	953,570 -114,770	-11%	-$2.48M	2.69%	12
2022 Q4	$15.6M	Buy	1,068,340 +130	+0%	+$1.91K	1.64%	29
2022 Q3	$13M	Buy	1,068,210 +185,930	+21%	+$2.94M	1.44%	32
2022 Q2	$13.4M	Sell	882,280 -12,530	-1%	-$236K	1.39%	32
2022 Q1	$24.4M	Buy	894,810 +38,890	+5%	+$975K	2.08%	18
2021 Q4	$25.2M	Buy	855,920 +230,720	+37%	+$6.35M	1.98%	20
2021 Q3	$13M	Sell	625,200 -60,000	-9%	-$1.25M	1.11%	38
2021 Q2	$13.7M	Sell	685,200 -84,000	-11%	-$1.35M	1.17%	38
2021 Q1	$10.3M	Sell	769,200 -40,000	-5%	-$538K	0.91%	37
2020 Q4	$10.6M	Hold	809,200	–	–	0.99%	36
2020 Q3	$10.9M	Sell	809,200 -136,000	-14%	-$1.58M	1.13%	36
2020 Q2	$8.98M	Buy	+945,200	New	+$7.65M	1.02%	38

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 Long Island Investors's NVDA Position: Q1 2026 in Review

First Long Island Investors reduced its NVIDIA (NVDA) stake by 0.29% in Q1 2026, selling an estimated $182K and leaving 346,104 shares worth $60.4M. The position accounts for 4.9% of the portfolio, ranked #1.

First Long Island Investors first reported a position in NVDA in Q2 2020 and has held it in 24 quarters since. The position peaked at $64.7M in Q4 2025. 5,829 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

First Long Island Investors held 346,104 shares of NVIDIA worth $60.4M as of Q1 2026.
First Long Island Investors sold 993 NVIDIA shares in Q1 2026, an estimated $182K.
NVIDIA made up 4.9% of First Long Island Investors's portfolio in Q1 2026, its #1 holding.
First Long Island Investors first reported a position in NVIDIA in Q2 2020 and has held it in 24 quarters since.
First Long Island Investors's NVIDIA position peaked at $64.7M in Q4 2025.
5,829 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on First Long Island Investors's 13F filing for Q1 2026, filed 15 May 2026.