Schrum Private Wealth Management’s NVIDIA NVDA Stock Holding History

Schrum Private 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	$978K	Buy	5,608 +600	+12%	+$110K	0.75%	38
2025 Q4	$934K	Sell	5,008 -674	-12%	-$125K	0.69%	42
2025 Q3	$1.06M	Buy	5,682 +10	+0.2%	+$1.74K	0.78%	34
2025 Q2	$896K	Sell	5,672 -30	-0.5%	-$3.77K	0.72%	38
2025 Q1	$618K	Buy	5,702 +1,180	+26%	+$150K	0.54%	53
2024 Q4	$607K	Sell	4,522 -5,822	-56%	-$802K	0.51%	54
2024 Q3	$1.26M	Buy	10,344 +4,872	+89%	+$575K	0.65%	41
2024 Q2	$676K	Buy	5,472 +22	+0.4%	+$2.22K	0.61%	46
2024 Q1	$493K	Hold	5,450	–	–	0.45%	58
2023 Q4	$270K	Hold	5,450	–	–	0.38%	68
2023 Q3	$237K	Hold	5,450	–	–	0.27%	97
2023 Q2	$231K	Buy	+5,450	New	+$181K	0.25%	99

Other funds holding NVDA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Schrum Private Wealth Management's NVDA Position: Q1 2026 in Review

Schrum Private Wealth Management increased its NVIDIA (NVDA) stake by 12% in Q1 2026, buying an estimated $110K and bringing the position to 5,608 shares worth $978K. The position accounts for 0.75% of the portfolio, ranked #38.

Schrum Private Wealth Management first reported a position in NVDA in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.26M in Q3 2024. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Schrum Private Wealth Management held 5,608 shares of NVIDIA worth $978K as of Q1 2026.
Schrum Private Wealth Management bought 600 NVIDIA shares in Q1 2026, an estimated $110K.
NVIDIA made up 0.75% of Schrum Private Wealth Management's portfolio in Q1 2026, its #38 holding.
Schrum Private Wealth Management first reported a position in NVIDIA in Q2 2023 and has held it in 12 quarters since.
Schrum Private Wealth Management's NVIDIA position peaked at $1.26M in Q3 2024.
5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Schrum Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.