SAM
NVDA icon

S.A. Mason’s NVIDIA NVDA Stock Holding History

S.A. Mason’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 		$13.9M Sell
79,671
-1,854
-2% -$340K 5.22% 1
2025
Q4 		$15.2M Buy
81,525
+231
+0.3% +$43K 6.01% 1
2025
Q3 		$15.2M Buy
81,294
+285
+0.4% +$49.7K 6.69% 1
2025
Q2 		$12.8M Sell
81,009
-1,896
-2% -$239K 6.19% 1
2025
Q1 		$8.99M Sell
82,905
-1,806
-2% -$229K 4.75% 1
2024
Q4 		$11.4M Sell
84,711
-6,519
-7% -$899K 5.97% 1
2024
Q3 		$11.1M Buy
91,230
+1,830
+2% +$216K 5.87% 1
2024
Q2 		$11M Sell
89,400
-80
-0.1% -$8.09K 6.28% 1
2024
Q1 		$8.09M Sell
89,480
-430
-0.5% -$31.2K 4.86% 1
2023
Q4 		$4.45M Sell
89,910
-1,340
-1% -$62.1K 2.99% 4
2023
Q3 		$3.97M Sell
91,250
-13,300
-13% -$596K 2.86% 5
2023
Q2 		$2.9M Hold
104,550
– – 2.11% 8
2023
Q1 		$2.9M Sell
104,550
-150
-0.1% -$3.25K 2.11% 8
2022
Q4 		$1.53M Sell
104,700
-2,200
-2% -$32.3K 1.15% 16
2022
Q3 		$1.3M Sell
106,900
-500
-0.5% -$7.91K 1.03% 17
2022
Q2 		$1.63M Sell
107,400
-230
-0.2% -$4.34K 1.19% 15
2022
Q1 		$2.94M Buy
107,630
+920
+0.9% +$23.1K 1.83% 9
2021
Q4 		$3.14M Sell
106,710
-250
-0.2% -$6.88K 1.89% 10
2021
Q3 		$2.22M Hold
106,960
– – 1.46% 10
2021
Q2 		$2.14M Hold
106,960
– – 1.47% 10
2021
Q1 		$1.43M Buy
106,960
+2,000
+2% +$26.9K 1.07% 17
2020
Q4 		$1.37M Buy
104,960
+2,200
+2% +$29.5K 1.14% 16
2020
Q3 		$1.39M Hold
102,760
– – 1.32% 16
2020
Q2 		$976K Sell
102,760
-1,000
-1% -$8.09K 1.03% 24
2020
Q1 		$684K Sell
103,760
-8,600
-8% -$54.3K 0.83% 34
2019
Q4 		$661K Buy
+112,360
New +$584K 0.63% 43

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

S.A. Mason's NVDA Position: Q1 2026 in Review

S.A. Mason reduced its NVIDIA (NVDA) stake by 2.3% in Q1 2026, selling an estimated $340K and leaving 79,671 shares worth $13.9M. The position accounts for 5.22% of the portfolio, ranked #1.

S.A. Mason first reported a position in NVDA in Q4 2019 and has held it in 26 quarters since. The position peaked at $15.2M in Q4 2025. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • S.A. Mason held 79,671 shares of NVIDIA worth $13.9M as of Q1 2026.
  • S.A. Mason sold 1,854 NVIDIA shares in Q1 2026, an estimated $340K.
  • NVIDIA made up 5.22% of S.A. Mason's portfolio in Q1 2026, its #1 holding.
  • S.A. Mason first reported a position in NVIDIA in Q4 2019 and has held it in 26 quarters since.
  • S.A. Mason's NVIDIA position peaked at $15.2M in Q4 2025.
  • 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on S.A. Mason's 13F filing for Q1 2026, filed 27 Apr 2026.