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LWM Advisory Services’s NVIDIA NVDA Stock Holding History

LWM Advisory Services’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 		$2.79M Sell
15,834
-9,932
-39% -$1.82M 2.98% 10
2025
Q4 		$4.81M Sell
25,766
-530
-2% -$98.7K 2.82% 8
2025
Q3 		$4.9M Buy
26,296
+302
+1% +$52.6K 2.86% 9
2025
Q2 		$4.11M Sell
25,994
-1,551
-6% -$195K 2.83% 11
2025
Q1 		$3M Buy
27,545
+1,435
+5% +$182K 2.08% 15
2024
Q4 		$3.53M Sell
26,110
-1,015
-4% -$140K 2.46% 11
2024
Q3 		$3.29M Buy
27,125
+10,113
+59% +$1.19M 2.44% 9
2024
Q2 		$2.1M Sell
17,012
-5,868
-26% -$593K 1.76% 16
2024
Q1 		$2.07M Buy
22,880
+2,680
+13% +$194K 1.66% 15
2023
Q4 		$1M Buy
20,200
+250
+1% +$11.6K 0.88% 23
2023
Q3 		$875K Sell
19,950
-230
-1% -$10.3K 0.94% 23
2023
Q2 		$855K Buy
20,180
+240
+1% +$7.97K 0.9% 21
2023
Q1 		$552K Sell
19,940
-390
-2% -$8.44K 0.59% 34
2022
Q4 		$316K Sell
20,330
-17,280
-46% -$253K 0.35% 59
2022
Q3 		$481K Sell
37,610
-10,340
-22% -$163K 0.54% 56
2022
Q2 		$726K Sell
47,950
-6,690
-12% -$126K 0.87% 26
2022
Q1 		$1.49M Buy
54,640
+4,110
+8% +$103K 1.85% 7
2021
Q4 		$1.49M Buy
+50,530
New +$1.39M 1.84% 8

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

LWM Advisory Services's NVDA Position: Q1 2026 in Review

LWM Advisory Services reduced its NVIDIA (NVDA) stake by 39% in Q1 2026, selling an estimated $1.82M and leaving 15,834 shares worth $2.79M. The position accounts for 2.98% of the portfolio, ranked #10.

LWM Advisory Services first reported a position in NVDA in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.9M in Q3 2025. 5,832 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • LWM Advisory Services held 15,834 shares of NVIDIA worth $2.79M as of Q1 2026.
  • LWM Advisory Services sold 9,932 NVIDIA shares in Q1 2026, an estimated $1.82M.
  • NVIDIA made up 2.98% of LWM Advisory Services's portfolio in Q1 2026, its #10 holding.
  • LWM Advisory Services first reported a position in NVIDIA in Q4 2021 and has held it in 18 quarters since.
  • LWM Advisory Services's NVIDIA position peaked at $4.9M in Q3 2025.
  • 5,832 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on LWM Advisory Services's 13F filing for Q1 2026, filed 29 Apr 2026.