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M Wealth Management LLC’s NVIDIA NVDA Stock Holding History

M Wealth Management LLC’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 		$437K Buy
2,505
+975
+64% +$179K 0.37% 34
2025
Q4 		$285K Hold
1,530
– – 0.25% 43
2025
Q3 		$285K Hold
1,530
– – 0.25% 39
2025
Q2 		$242K Buy
+1,530
New +$193K 0.22% 40

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

M Wealth Management LLC's NVDA Position: Q1 2026 in Review

M Wealth Management LLC increased its NVIDIA (NVDA) stake by 64% in Q1 2026, buying an estimated $179K and bringing the position to 2,505 shares worth $437K. The position accounts for 0.37% of the portfolio, ranked #34.

M Wealth Management LLC first reported a position in NVDA in Q2 2025 and has held it in 4 quarters since. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • M Wealth Management LLC held 2,505 shares of NVIDIA worth $437K as of Q1 2026.
  • M Wealth Management LLC bought 975 NVIDIA shares in Q1 2026, an estimated $179K.
  • NVIDIA made up 0.37% of M Wealth Management LLC's portfolio in Q1 2026, its #34 holding.
  • M Wealth Management LLC first reported a position in NVIDIA in Q2 2025 and has held it in 4 quarters since.
  • 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on M Wealth Management LLC's 13F filing for Q1 2026, filed 15 May 2026.