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PTM Wealth Management’s NVIDIA NVDA Stock Holding History

PTM 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 		$649K Buy
3,656
+1,746
+91% +$320K 0.34% 23
2025
Q4 		$359K Hold
1,910
– – 0.2% 39
2025
Q3 		$354K Sell
1,910
-400
-17% -$69.7K 0.21% 34
2025
Q2 		$368K Sell
2,310
-409
-15% -$51.5K 0.24% 31
2025
Q1 		$262K Buy
+2,719
New +$345K 0.28% 32

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

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

PTM Wealth Management increased its NVIDIA (NVDA) stake by 91% in Q1 2026, buying an estimated $320K and bringing the position to 3,656 shares worth $649K. The position accounts for 0.34% of the portfolio, ranked #23.

PTM Wealth Management first reported a position in NVDA in Q1 2025 and has held it in 5 quarters since. 5,829 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • PTM Wealth Management held 3,656 shares of NVIDIA worth $649K as of Q1 2026.
  • PTM Wealth Management bought 1,746 NVIDIA shares in Q1 2026, an estimated $320K.
  • NVIDIA made up 0.34% of PTM Wealth Management's portfolio in Q1 2026, its #23 holding.
  • PTM Wealth Management first reported a position in NVIDIA in Q1 2025 and has held it in 5 quarters since.
  • 5,829 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on PTM Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.