HWM
NVDA icon

Heirloom Wealth Management’s NVIDIA NVDA Stock Holding History

Heirloom Wealth Management’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 		$29.4M Buy
168,367
+23,256
+16% +$4.27M 5.29% 2
2025
Q4 		$27.1M Sell
145,111
-13,029
-8% -$2.43M 6.26% 5
2025
Q3 		$29.5M Sell
158,140
-34,745
-18% -$6.06M 7.13% 4
2025
Q2 		$30.5M Buy
192,885
+1,121
+0.6% +$141K 8.05% 3
2025
Q1 		$20.8M Buy
191,764
+25,569
+15% +$3.24M 5.96% 4
2024
Q4 		$22.3M Sell
166,195
-5,857
-3% -$807K 6.7% 5
2024
Q3 		$20.9M Buy
172,052
+3,459
+2% +$409K 6.52% 5
2024
Q2 		$20.8M Buy
168,593
+3,113
+2% +$315K 6.75% 5
2024
Q1 		$15M Buy
165,480
+71,900
+77% +$5.21M 5.09% 7
2023
Q4 		$4.63M Buy
93,580
+88,980
+1,934% +$4.12M 1.78% 20
2023
Q3 		$200K Buy
+4,600
New +$206K 0.09% 52
2022
Q2 		$4.96M Buy
290,100
+57,430
+25% +$1.08M 4.06% 12
2022
Q1 		$4.12M Buy
232,670
+12,090
+5% +$303K 2.86% 14
2021
Q4 		$5.16M Buy
+220,580
New +$6.07M 4.42% 11

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

Heirloom Wealth Management's NVDA Position: Q1 2026 in Review

Heirloom Wealth Management increased its NVIDIA (NVDA) stake by 16% in Q1 2026, buying an estimated $4.27M and bringing the position to 168,367 shares worth $29.4M. The position accounts for 5.29% of the portfolio, ranked #2.

Heirloom Wealth Management first reported a position in NVDA in Q4 2021 and has held it in 14 quarters since. The position peaked at $30.5M in Q2 2025. 5,829 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Heirloom Wealth Management held 168,367 shares of NVIDIA worth $29.4M as of Q1 2026.
  • Heirloom Wealth Management bought 23,256 NVIDIA shares in Q1 2026, an estimated $4.27M.
  • NVIDIA made up 5.29% of Heirloom Wealth Management's portfolio in Q1 2026, its #2 holding.
  • Heirloom Wealth Management first reported a position in NVIDIA in Q4 2021 and has held it in 14 quarters since.
  • Heirloom Wealth Management's NVIDIA position peaked at $30.5M in Q2 2025.
  • 5,829 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Heirloom Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.