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PMG Wealth Management’s NVIDIA NVDA Stock Holding History

PMG 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 		$515K Sell
2,955
-4
-0.1% -$734 0.37% 42
2025
Q4 		$552K Buy
2,959
+30
+1% +$5.58K 0.4% 38
2025
Q3 		$541K Sell
2,929
-1,000
-25% -$174K 0.41% 38
2025
Q2 		$621K Buy
3,929
+134
+4% +$16.9K 0.51% 31
2025
Q1 		$411K Hold
3,795
– – 0.44% 31
2024
Q4 		$510K Buy
+3,795
New +$523K 0.46% 30

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

PMG Wealth Management's NVDA Position: Q1 2026 in Review

PMG Wealth Management reduced its NVIDIA (NVDA) stake by 0.14% in Q1 2026, selling an estimated $734 and leaving 2,955 shares worth $515K. The position accounts for 0.37% of the portfolio, ranked #42.

PMG Wealth Management first reported a position in NVDA in Q4 2024 and has held it in 6 quarters since. The position peaked at $621K in Q2 2025. 5,827 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • PMG Wealth Management held 2,955 shares of NVIDIA worth $515K as of Q1 2026.
  • PMG Wealth Management sold 4 NVIDIA shares in Q1 2026, an estimated $734.
  • NVIDIA made up 0.37% of PMG Wealth Management's portfolio in Q1 2026, its #42 holding.
  • PMG Wealth Management first reported a position in NVIDIA in Q4 2024 and has held it in 6 quarters since.
  • PMG Wealth Management's NVIDIA position peaked at $621K in Q2 2025.
  • 5,827 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

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