SFMG Wealth Advisors’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$29.7M Buy
170,328
+4,299
+3% +$789K 2.01% 11
2025
Q4
$31M Buy
166,029
+14,629
+10% +$2.72M 2.08% 11
2025
Q3
$28.2M Buy
151,400
+16,867
+13% +$2.94M 1.96% 12
2025
Q2
$21.3M Sell
134,533
-4,864
-3% -$612K 1.6% 13
2025
Q1
$15.1M Sell
139,397
-6,064
-4% -$769K 1.19% 13
2024
Q4
$19.5M Sell
145,461
-237
-0.2% -$32.7K 1.54% 12
2024
Q3
$17.7M Sell
145,698
-1,291
-0.9% -$152K 1.43% 13
2024
Q2
$18.2M Buy
146,989
+599
+0.4% +$60.6K 1.58% 13
2024
Q1
$13.2M Sell
146,390
-890
-0.6% -$64.5K 1.14% 14
2023
Q4
$7.29M Buy
147,280
+4,940
+3% +$229K 0.68% 20
2023
Q3
$6.19M Buy
142,340
+4,170
+3% +$187K 0.64% 22
2023
Q2
$5.84M Sell
138,170
-3,300
-2% -$110K 0.6% 23
2023
Q1
$3.93M Buy
141,470
+11,270
+9% +$244K 0.42% 32
2022
Q4
$1.9M Sell
130,200
-41,610
-24% -$610K 0.21% 64
2022
Q3
$1.98M Sell
171,810
-16,090
-9% -$254K 0.23% 58
2022
Q2
$2.85M Sell
187,900
-9,570
-5% -$181K 0.33% 42
2022
Q1
$5.39M Buy
197,470
+15,820
+9% +$397K 0.53% 26
2021
Q4
$5.34M Buy
181,650
+4,190
+2% +$115K 0.52% 25
2021
Q3
$3.68M Buy
177,460
+6,140
+4% +$127K 0.41% 35
2021
Q2
$3.43M Sell
171,320
-4,800
-3% -$76.9K 0.38% 34
2021
Q1
$2.35M Buy
176,120
+14,880
+9% +$200K 0.27% 47
2020
Q4
$2.1M Buy
161,240
+76,880
+91% +$1.03M 0.27% 48
2020
Q3
$1.14M Buy
84,360
+21,400
+34% +$249K 0.16% 59
2020
Q2
$598K Sell
62,960
-24,000
-28% -$194K 0.09% 85
2020
Q1
$573K Buy
86,960
+12,080
+16% +$76.2K 0.09% 68
2019
Q4
$441K Hold
74,880
0.05% 111
2019
Q3
$326K Buy
74,880
+12,000
+19% +$50.5K 0.04% 114
2019
Q2
$275K Sell
62,880
-3,520
-5% -$14.6K 0.04% 122
2019
Q1
$298K Sell
66,400
-211,480
-76% -$821K 0.04% 115
2018
Q4
$914K Buy
277,880
+211,600
+319% +$1.01M 0.15% 46
2018
Q3
$356K Buy
66,280
+11,000
+20% +$71.5K 0.05% 93
2018
Q2
$306K Buy
55,280
+5,520
+11% +$33.5K 0.05% 105
2018
Q1
$288K Buy
+49,760
New +$292K 0.05% 107

Other funds holding NVDA

SFMG Wealth Advisors's NVDA Position: Q1 2026 in Review

SFMG Wealth Advisors increased its NVIDIA (NVDA) stake by 2.6% in Q1 2026, buying an estimated $789K and bringing the position to 170,328 shares worth $29.7M. The position accounts for 2.01% of the portfolio, ranked #11.

SFMG Wealth Advisors first reported a position in NVDA in Q1 2018 and has held it in 33 quarters since. The position peaked at $31M in Q4 2025. 5,827 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • SFMG Wealth Advisors held 170,328 shares of NVIDIA worth $29.7M as of Q1 2026.
  • SFMG Wealth Advisors bought 4,299 NVIDIA shares in Q1 2026, an estimated $789K.
  • NVIDIA made up 2.01% of SFMG Wealth Advisors's portfolio in Q1 2026, its #11 holding.
  • SFMG Wealth Advisors first reported a position in NVIDIA in Q1 2018 and has held it in 33 quarters since.
  • SFMG Wealth Advisors's NVIDIA position peaked at $31M in Q4 2025.
  • 5,827 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.