LWP
NVDA icon

LMG Wealth Partners’s NVIDIA NVDA Stock Holding History

LMG Wealth Partners’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 		$1.34M Buy
7,669
+20
+0.3% +$3.67K 0.24% 88
2025
Q4 		$1.43M Buy
7,649
+53
+0.7% +$9.87K 0.27% 84
2025
Q3 		$1.42M Sell
7,596
-112
-1% -$19.5K 0.26% 88
2025
Q2 		$1.22M Buy
7,708
+687
+10% +$86.5K 0.25% 87
2025
Q1 		$761K Buy
7,021
+1,315
+23% +$167K 0.17% 92
2024
Q4 		$766K Sell
5,706
-2,543
-31% -$351K 0.17% 89
2024
Q3 		$1M Buy
8,249
+1,662
+25% +$196K 0.23% 84
2024
Q2 		$814K Buy
6,587
+407
+7% +$41.1K 0.2% 84
2024
Q1 		$558K Buy
6,180
+380
+7% +$27.5K 0.14% 92
2023
Q4 		$287K Buy
5,800
+260
+5% +$12K 0.08% 89
2023
Q3 		$241K Buy
+5,540
New +$248K 0.07% 94

Other funds holding NVDA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LMG Wealth Partners's NVDA Position: Q1 2026 in Review

LMG Wealth Partners increased its NVIDIA (NVDA) stake by 0.26% in Q1 2026, buying an estimated $3.67K and bringing the position to 7,669 shares worth $1.34M. The position accounts for 0.24% of the portfolio, ranked #88.

LMG Wealth Partners first reported a position in NVDA in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.43M in Q4 2025. 5,827 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • LMG Wealth Partners held 7,669 shares of NVIDIA worth $1.34M as of Q1 2026.
  • LMG Wealth Partners bought 20 NVIDIA shares in Q1 2026, an estimated $3.67K.
  • NVIDIA made up 0.24% of LMG Wealth Partners's portfolio in Q1 2026, its #88 holding.
  • LMG Wealth Partners first reported a position in NVIDIA in Q3 2023 and has held it in 11 quarters since.
  • LMG Wealth Partners's NVIDIA position peaked at $1.43M in Q4 2025.
  • 5,827 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on LMG Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.