Legacy Financial Group (Oklahoma)’s NVIDIA NVDA Stock Holding History

Legacy Financial Group (Oklahoma)’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	$2.78M	Buy	15,958 +10	+0.1%	+$1.83K	0.74%	28
2025 Q4	$2.98M	Buy	15,948 +547	+4%	+$102K	0.78%	28
2025 Q3	$2.87M	Sell	15,401 -21	-0.1%	-$3.66K	0.79%	28
2025 Q2	$2.44M	Sell	15,422 -3,070	-17%	-$386K	0.72%	29
2025 Q1	$2M	Sell	18,492 -309	-2%	-$39.2K	0.64%	32
2024 Q4	$2.52M	Sell	18,801 -135	-0.7%	-$18.6K	0.81%	27
2024 Q3	$2.51M	Buy	18,936 +3,549	+23%	+$419K	0.85%	26
2024 Q2	$1.9M	Buy	15,387 +1,197	+8%	+$121K	0.72%	30
2024 Q1	$1.28M	Buy	14,190 +5,980	+73%	+$433K	0.5%	31
2023 Q4	$407K	Buy	8,210 +790	+11%	+$36.6K	0.18%	45
2023 Q3	$323K	Sell	7,420 -160	-2%	-$7.17K	0.16%	49
2023 Q2	$321K	Sell	7,580 -40	-0.5%	-$1.33K	0.16%	51
2023 Q1	$212K	Buy	+7,620	New	+$165K	0.12%	57

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

Legacy Financial Group (Oklahoma)'s NVDA Position: Q1 2026 in Review

Legacy Financial Group (Oklahoma) increased its NVIDIA (NVDA) stake by 0.06% in Q1 2026, buying an estimated $1.83K and bringing the position to 15,958 shares worth $2.78M. The position accounts for 0.74% of the portfolio, ranked #28.

Legacy Financial Group (Oklahoma) first reported a position in NVDA in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.98M in Q4 2025. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Legacy Financial Group (Oklahoma) held 15,958 shares of NVIDIA worth $2.78M as of Q1 2026.
Legacy Financial Group (Oklahoma) bought 10 NVIDIA shares in Q1 2026, an estimated $1.83K.
NVIDIA made up 0.74% of Legacy Financial Group (Oklahoma)'s portfolio in Q1 2026, its #28 holding.
Legacy Financial Group (Oklahoma) first reported a position in NVIDIA in Q1 2023 and has held it in 13 quarters since.
Legacy Financial Group (Oklahoma)'s NVIDIA position peaked at $2.98M in Q4 2025.
5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q1 2026, filed 27 Apr 2026.