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Mengis Capital Management’s NVIDIA NVDA Stock Holding History

Mengis Capital 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 		$1.44M Buy
8,245
+20
+0.2% +$3.67K 0.25% 94
2025
Q4 		$1.53M Sell
8,225
-930
-10% -$173K 0.27% 89
2025
Q3 		$1.71M Sell
9,155
-1,650
-15% -$288K 0.34% 77
2025
Q2 		$1.71M Buy
10,805
+750
+7% +$94.4K 0.36% 71
2025
Q1 		$1.09M Buy
10,055
+645
+7% +$81.7K 0.23% 98
2024
Q4 		$1.26M Buy
9,410
+170
+2% +$23.4K 0.26% 89
2024
Q3 		$1.12M Sell
9,240
-2,450
-21% -$289K 0.22% 96
2024
Q2 		$1.44M Buy
11,690
+3,860
+49% +$390K 0.29% 85
2024
Q1 		$707K Sell
7,830
-280
-3% -$20.3K 0.11% 123
2023
Q4 		$402K Buy
8,110
+400
+5% +$18.5K 0.08% 137
2023
Q3 		$335K Sell
7,710
-250
-3% -$11.2K 0.07% 134
2023
Q2 		$337K Sell
7,960
-2,560
-24% -$85K 0.07% 139
2023
Q1 		$292K Buy
+10,520
New +$228K 0.06% 143
2022
Q2 		– Sell
-11,520
Closed -$314K – 171
2022
Q1 		$314K Sell
11,520
-3,000
-21% -$75.2K 0.06% 151
2021
Q4 		$427K Sell
14,520
-120
-0.8% -$3.3K 0.08% 139
2021
Q3 		$303K Hold
14,640
– – 0.06% 153
2021
Q2 		$292K Buy
+14,640
New +$235K 0.06% 152

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

Mengis Capital Management's NVDA Position: Q1 2026 in Review

Mengis Capital Management increased its NVIDIA (NVDA) stake by 0.24% in Q1 2026, buying an estimated $3.67K and bringing the position to 8,245 shares worth $1.44M. The position accounts for 0.25% of the portfolio, ranked #94.

Mengis Capital Management first reported a position in NVDA in Q2 2021 and has held it in 17 quarters since. The position peaked at $1.71M in Q3 2025. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Mengis Capital Management held 8,245 shares of NVIDIA worth $1.44M as of Q1 2026.
  • Mengis Capital Management bought 20 NVIDIA shares in Q1 2026, an estimated $3.67K.
  • NVIDIA made up 0.25% of Mengis Capital Management's portfolio in Q1 2026, its #94 holding.
  • Mengis Capital Management first reported a position in NVIDIA in Q2 2021 and has held it in 17 quarters since.
  • Mengis Capital Management's NVIDIA position peaked at $1.71M in Q3 2025.
  • 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Mengis Capital Management's 13F filing for Q1 2026, filed 12 May 2026.