Lafayette Investments’s NVIDIA NVDA Stock Holding History

Lafayette Investments’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	$1.21M	Hold	6,933	–	–	0.24%	66
2025 Q4	$1.29M	Buy	6,933 +310	+5%	+$57.7K	0.24%	67
2025 Q3	$1.24M	Buy	6,623 +148	+2%	+$25.8K	0.24%	63
2025 Q2	$1.02M	Buy	6,475 +150	+2%	+$18.9K	0.21%	69
2025 Q1	$686K	Sell	6,325 -285	-4%	-$36.1K	0.15%	76
2024 Q4	$888K	Hold	6,610	–	–	0.19%	67
2024 Q3	$803K	Buy	6,610 +900	+16%	+$106K	0.17%	69
2024 Q2	$705K	Buy	5,710 +10	+0.2%	+$1.01K	0.16%	71
2024 Q1	$515K	Sell	5,700 -400	-7%	-$29K	0.12%	81
2023 Q4	$302K	Buy	6,100 +500	+9%	+$23.2K	0.08%	108
2023 Q3	$244K	Sell	5,600 -500	-8%	-$22.4K	0.07%	106
2023 Q2	$258K	Sell	6,100 -1,500	-20%	-$49.8K	0.07%	105
2023 Q1	$211K	Buy	+7,600	New	+$164K	0.06%	117
2022 Q2	–	Sell	-14,600	Closed	-$398K	–	129
2022 Q1	$398K	Buy	14,600 +500	+4%	+$12.5K	0.1%	90
2021 Q4	$415K	Buy	14,100 +820	+6%	+$22.6K	0.1%	92
2021 Q3	$275K	Hold	13,280	–	–	0.07%	101
2021 Q2	$266K	Buy	+13,280	New	+$213K	0.07%	103

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

Lafayette Investments's NVDA Position: Q1 2026 in Review

Lafayette Investments held its NVIDIA (NVDA) position steady in Q1 2026 at 6,933 shares worth $1.21M. The position accounts for 0.24% of the portfolio, ranked #66.

Lafayette Investments first reported a position in NVDA in Q2 2021 and has held it in 17 quarters since. The position peaked at $1.29M in Q4 2025. 5,828 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Lafayette Investments held 6,933 shares of NVIDIA worth $1.21M as of Q1 2026.
Lafayette Investments left its NVIDIA share count unchanged in Q1 2026.
NVIDIA made up 0.24% of Lafayette Investments's portfolio in Q1 2026, its #66 holding.
Lafayette Investments first reported a position in NVIDIA in Q2 2021 and has held it in 17 quarters since.
Lafayette Investments's NVIDIA position peaked at $1.29M in Q4 2025.
5,828 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Lafayette Investments's 13F filing for Q1 2026, filed 27 Apr 2026.