Lee Financial’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.35M | Buy |
19,200
+406
| +2% | +$74.5K | 0.47% | 22 |
|
|
2025
Q4 | $3.51M | Sell |
18,794
-16,122
| -46% | -$3M | 0.47% | 22 |
|
|
2025
Q3 | $6.51M | Buy |
34,916
+16,281
| +87% | +$2.84M | 0.82% | 17 |
|
|
2025
Q2 | $2.94M | Sell |
18,635
-534
| -3% | -$67.2K | 0.42% | 26 |
|
|
2025
Q1 | $2.08M | Sell |
19,169
-8,275
| -30% | -$1.05M | 0.32% | 30 |
|
|
2024
Q4 | $3.69M | Buy |
27,444
+2,392
| +10% | +$330K | 0.52% | 22 |
|
|
2024
Q3 | $3.04M | Buy |
25,052
+8,582
| +52% | +$1.01M | 0.43% | 22 |
|
|
2024
Q2 | $2.03M | Buy |
16,470
+2,010
| +14% | +$203K | 0.33% | 28 |
|
|
2024
Q1 | $1.31M | Sell |
14,460
-300
| -2% | -$21.7K | 0.22% | 55 |
|
|
2023
Q4 | $731K | Sell |
14,760
-410
| -3% | -$19K | 0.13% | 78 |
|
|
2023
Q3 | $660K | Buy |
15,170
+770
| +5% | +$34.5K | 0.12% | 76 |
|
|
2023
Q2 | $609K | Sell |
14,400
-510
| -3% | -$16.9K | 0.11% | 80 |
|
|
2023
Q1 | $414K | Sell |
14,910
-1,440
| -9% | -$31.2K | 0.07% | 93 |
|
|
2022
Q4 | $239K | Sell |
16,350
-650
| -4% | -$9.53K | 0.04% | 134 |
|
|
2022
Q3 | $206K | Buy |
17,000
+2,190
| +15% | +$34.6K | 0.04% | 141 |
|
|
2022
Q2 | $224K | Buy |
14,810
+3,730
| +34% | +$70.4K | 0.04% | 136 |
|
|
2022
Q1 | $302K | Sell |
11,080
-1,420
| -11% | -$35.6K | 0.05% | 122 |
|
|
2021
Q4 | $367K | Sell |
12,500
-1,920
| -13% | -$52.8K | 0.07% | 113 |
|
|
2021
Q3 | $299K | Buy |
14,420
+6,940
| +93% | +$144K | 0.06% | 114 |
|
|
2021
Q2 | $150K | Buy |
7,480
+1,800
| +32% | +$28.9K | 0.03% | 156 |
|
|
2021
Q1 | $76K | Sell |
5,680
-1,320
| -19% | -$17.7K | 0.02% | 199 |
|
|
2020
Q4 | $91K | Sell |
7,000
-2,040
| -23% | -$27.3K | 0.02% | 168 |
|
|
2020
Q3 | $122K | Sell |
9,040
-1,600
| -15% | -$18.6K | 0.03% | 142 |
|
|
2020
Q2 | $101K | Hold |
10,640
| – | – | 0.03% | 147 |
|
|
2020
Q1 | $70K | Buy |
10,640
+8,000
| +303% | +$50.5K | 0.02% | 149 |
|
|
2019
Q4 | $16K | Hold |
2,640
| – | – | ﹤0.01% | 280 |
|
|
2019
Q3 | $11K | Hold |
2,640
| – | – | ﹤0.01% | 327 |
|
|
2019
Q2 | $11K | Hold |
2,640
| – | – | ﹤0.01% | 341 |
|
|
2019
Q1 | $12K | Hold |
2,640
| – | – | ﹤0.01% | 313 |
|
|
2018
Q4 | $9K | Hold |
2,640
| – | – | ﹤0.01% | 296 |
|
|
2018
Q3 | $19K | Sell |
2,640
-5,360
| -67% | -$34.9K | ﹤0.01% | 257 |
|
|
2018
Q2 | $48K | Sell |
8,000
-280
| -3% | -$1.7K | 0.01% | 268 |
|
|
2018
Q1 | $48K | Buy |
8,280
+5,640
| +214% | +$33.1K | 0.01% | 263 |
|
|
2017
Q4 | $13K | Buy |
+2,640
| New | +$13.1K | ﹤0.01% | 291 |
|
|
2017
Q1 | – | Sell |
-3,000
| Closed | -$8K | – | 423 |
|
|
2016
Q4 | $8K | Buy |
+3,000
| New | +$6.27K | ﹤0.01% | 325 |
|
Other funds holding NVDA
VCM
VPM
Lee Financial's NVDA Position: Q1 2026 in Review
Lee Financial increased its NVIDIA (NVDA) stake by 2.2% in Q1 2026, buying an estimated $74.5K and bringing the position to 19,200 shares worth $3.35M. The position accounts for 0.47% of the portfolio, ranked #22.
Lee Financial first reported a position in NVDA in Q4 2016 and has held it in 35 quarters since. The position peaked at $6.51M in Q3 2025. 5,827 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.
- Lee Financial held 19,200 shares of NVIDIA worth $3.35M as of Q1 2026.
- Lee Financial bought 406 NVIDIA shares in Q1 2026, an estimated $74.5K.
- NVIDIA made up 0.47% of Lee Financial's portfolio in Q1 2026, its #22 holding.
- Lee Financial first reported a position in NVIDIA in Q4 2016 and has held it in 35 quarters since.
- Lee Financial's NVIDIA position peaked at $6.51M in Q3 2025.
- 5,827 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.
Based on Lee Financial's 13F filing for Q1 2026, filed 13 Apr 2026.