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Fulton Breakefield Broenniman’s NVIDIA NVDA Stock Holding History

Fulton Breakefield Broenniman’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 		$45.4M Buy
260,419
+13,823
+6% +$2.54M 2.96% 10
2025
Q4 		$46M Sell
246,596
-943
-0.4% -$176K 2.9% 8
2025
Q3 		$46.2M Sell
247,539
-2,706
-1% -$472K 2.98% 8
2025
Q2 		$39.5M Buy
250,245
+49,074
+24% +$6.18M 2.67% 10
2025
Q1 		$21.8M Buy
201,171
+9,548
+5% +$1.21M 1.57% 21
2024
Q4 		$25.7M Buy
191,623
+71,595
+60% +$9.87M 1.84% 17
2024
Q3 		$14.6M Buy
120,028
+99,151
+475% +$11.7M 1.02% 34
2024
Q2 		$2.58M Buy
20,877
+597
+3% +$60.4K 0.19% 68
2024
Q1 		$1.83M Buy
20,280
+1,340
+7% +$97.1K 0.14% 72
2023
Q4 		$938K Sell
18,940
-400
-2% -$18.5K 0.08% 88
2023
Q3 		$841K Buy
19,340
+3,010
+18% +$135K 0.07% 94
2023
Q2 		$691K Sell
16,330
-400
-2% -$13.3K 0.06% 98
2023
Q1 		$465K Sell
16,730
-1,600
-9% -$34.6K 0.04% 116
2022
Q4 		$268K Sell
18,330
-1,050
-5% -$15.4K 0.02% 153
2022
Q3 		$235K Sell
19,380
-320,990
-94% -$5.07M 0.02% 151
2022
Q2 		$5.16M Buy
340,370
+1,500
+0.4% +$28.3K 0.45% 64
2022
Q1 		$9.25M Buy
338,870
+178,070
+111% +$4.47M 0.81% 46
2021
Q4 		$4.73M Buy
160,800
+128,760
+402% +$3.54M 0.35% 65
2021
Q3 		$664K Buy
32,040
+120
+0.4% +$2.49K 0.06% 97
2021
Q2 		$638K Hold
31,920
– – 0.05% 100
2021
Q1 		$426K Buy
31,920
+4,920
+18% +$66.1K 0.04% 130
2020
Q4 		$352K Sell
27,000
-2,440
-8% -$32.7K 0.04% 108
2020
Q3 		$398K Buy
29,440
+2,040
+7% +$23.7K 0.04% 125
2020
Q2 		$260K Buy
+27,400
New +$222K 0.03% 149

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

Fulton Breakefield Broenniman's NVDA Position: Q1 2026 in Review

Fulton Breakefield Broenniman increased its NVIDIA (NVDA) stake by 5.6% in Q1 2026, buying an estimated $2.54M and bringing the position to 260,419 shares worth $45.4M. The position accounts for 2.96% of the portfolio, ranked #10.

Fulton Breakefield Broenniman first reported a position in NVDA in Q2 2020 and has held it in 24 quarters since. The position peaked at $46.2M in Q3 2025. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Fulton Breakefield Broenniman held 260,419 shares of NVIDIA worth $45.4M as of Q1 2026.
  • Fulton Breakefield Broenniman bought 13,823 NVIDIA shares in Q1 2026, an estimated $2.54M.
  • NVIDIA made up 2.96% of Fulton Breakefield Broenniman's portfolio in Q1 2026, its #10 holding.
  • Fulton Breakefield Broenniman first reported a position in NVIDIA in Q2 2020 and has held it in 24 quarters since.
  • Fulton Breakefield Broenniman's NVIDIA position peaked at $46.2M in Q3 2025.
  • 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Fulton Breakefield Broenniman's 13F filing for Q1 2026, filed 27 Apr 2026.