Letson Investment Management’s NVIDIA NVDA Stock Holding History

Letson Investment 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	$1.33M	Sell	7,637 -350	-4%	-$64.2K	0.51%	47
2025 Q4	$1.49M	Sell	7,987 -770	-9%	-$143K	0.55%	47
2025 Q3	$1.63M	Sell	8,757 -114	-1%	-$19.9K	0.59%	42
2025 Q2	$1.4M	Hold	8,871	–	–	0.55%	43
2025 Q1	$961K	Sell	8,871 -6,250	-41%	-$792K	0.39%	49
2024 Q4	$2.03M	Buy	15,121 +300	+2%	+$41.4K	0.82%	37
2024 Q3	$1.8M	Sell	14,821 -979	-6%	-$116K	0.71%	42
2024 Q2	$1.95M	Hold	15,800	–	–	0.86%	36
2024 Q1	$1.43M	Sell	15,800 -11,360	-42%	-$823K	0.6%	43
2023 Q4	$1.35M	Buy	+27,160	New	+$1.26M	0.63%	41

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

Letson Investment Management's NVDA Position: Q1 2026 in Review

Letson Investment Management reduced its NVIDIA (NVDA) stake by 4.4% in Q1 2026, selling an estimated $64.2K and leaving 7,637 shares worth $1.33M. The position accounts for 0.51% of the portfolio, ranked #47.

Letson Investment Management first reported a position in NVDA in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.03M in Q4 2024. 5,827 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Letson Investment Management held 7,637 shares of NVIDIA worth $1.33M as of Q1 2026.
Letson Investment Management sold 350 NVIDIA shares in Q1 2026, an estimated $64.2K.
NVIDIA made up 0.51% of Letson Investment Management's portfolio in Q1 2026, its #47 holding.
Letson Investment Management first reported a position in NVIDIA in Q4 2023 and has held it in 10 quarters since.
Letson Investment Management's NVIDIA position peaked at $2.03M in Q4 2024.
5,827 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Letson Investment Management's 13F filing for Q1 2026, filed 24 Apr 2026.