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Lorne Steinberg Wealth Management’s NVIDIA NVDA Stock Holding History

Lorne Steinberg Wealth 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 		$262K Sell
1,502
-310
-17% -$56.9K 0.06% 66
2025
Q4 		$338K Sell
1,812
-830
-31% -$154K 0.08% 60
2025
Q3 		$493K Sell
2,642
-260
-9% -$45.3K 0.12% 59
2025
Q2 		$458K Sell
2,902
-50
-2% -$6.29K 0.12% 60
2025
Q1 		$320K Buy
2,952
+807
+38% +$102K 0.09% 63
2024
Q4 		$288K Hold
2,145
– – 0.08% 62
2024
Q3 		$260K Sell
2,145
-1,395
-39% -$165K 0.08% 65
2024
Q2 		$437K Sell
3,540
-250
-7% -$25.3K 0.14% 60
2024
Q1 		$342K Sell
3,790
-600
-14% -$43.5K 0.11% 65
2023
Q4 		$217K Buy
+4,390
New +$203K 0.07% 71

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

Lorne Steinberg Wealth Management's NVDA Position: Q1 2026 in Review

Lorne Steinberg Wealth Management reduced its NVIDIA (NVDA) stake by 17% in Q1 2026, selling an estimated $56.9K and leaving 1,502 shares worth $262K. The position accounts for 0.06% of the portfolio, ranked #66.

Lorne Steinberg Wealth Management first reported a position in NVDA in Q4 2023 and has held it in 10 quarters since. The position peaked at $493K in Q3 2025. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Lorne Steinberg Wealth Management held 1,502 shares of NVIDIA worth $262K as of Q1 2026.
  • Lorne Steinberg Wealth Management sold 310 NVIDIA shares in Q1 2026, an estimated $56.9K.
  • NVIDIA made up 0.06% of Lorne Steinberg Wealth Management's portfolio in Q1 2026, its #66 holding.
  • Lorne Steinberg Wealth Management first reported a position in NVIDIA in Q4 2023 and has held it in 10 quarters since.
  • Lorne Steinberg Wealth Management's NVIDIA position peaked at $493K in Q3 2025.
  • 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Lorne Steinberg Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.