HM Payson & Co’s NVIDIA NVDA Stock Holding History

HM Payson & Co’s Portfolio NVDA Stock Details NVDA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Hold	–	-$436K	–	1168
2026 Q1	–	Hold	–	–	–	313
2025 Q4	–	Hold	–	–	–	248

Other funds holding NVDA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

HM Payson & Co's NVDA Position: Q2 2026 in Review

HM Payson & Co increased its NVIDIA (NVDA) stake by 1.9% in Q2 2026, buying an estimated $6.54M and bringing the position to 1,740,693 shares worth $348M. The position accounts for 4.62% of the portfolio, ranked #6.

HM Payson & Co first reported a position in NVDA in Q4 2016 and has held it in 37 quarters since. 5,961 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

HM Payson & Co held 1,740,693 shares of NVIDIA worth $348M as of Q2 2026.
HM Payson & Co bought 31,812 NVIDIA shares in Q2 2026, an estimated $6.54M.
NVIDIA made up 4.62% of HM Payson & Co's portfolio in Q2 2026, its #6 holding.
HM Payson & Co first reported a position in NVIDIA in Q4 2016 and has held it in 37 quarters since.
5,961 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.