WKWM
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Walter & Keenan Wealth Management’s NVIDIA NVDA Stock Holding History

Walter & Keenan 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 		$5.8M Buy
33,230
+22
+0.1% +$4.04K 1.63% 16
2025
Q4 		$6.19M Buy
33,208
+586
+2% +$109K 1.66% 16
2025
Q3 		$6.09M Sell
32,622
-2,801
-8% -$488K 1.69% 16
2025
Q2 		$5.6M Buy
35,423
+3,484
+11% +$438K 1.63% 16
2025
Q1 		$3.46M Buy
31,939
+5,052
+19% +$640K 1.04% 26
2024
Q4 		$3.61M Sell
26,887
-3,530
-12% -$487K 1.09% 25
2024
Q3 		$3.69M Buy
30,417
+117
+0.4% +$13.8K 1.12% 23
2024
Q2 		$3.74M Sell
30,300
-260
-0.9% -$26.3K 1.19% 20
2024
Q1 		$2.76M Buy
30,560
+10,990
+56% +$797K 0.9% 36
2023
Q4 		$969K Sell
19,570
-20
-0.1% -$927 0.35% 70
2023
Q3 		$852K Buy
19,590
+4,470
+30% +$200K 0.33% 69
2023
Q2 		$640K Sell
15,120
-170
-1% -$5.64K 0.24% 88
2023
Q1 		$425K Buy
+15,290
New +$331K 0.16% 105
2022
Q3 		– Sell
-13,840
Closed -$210K – 142
2022
Q2 		$210K Hold
13,840
– – 0.08% 137
2022
Q1 		$378K Hold
13,840
– – 0.13% 113
2021
Q4 		$407K Hold
13,840
– – 0.13% 106
2021
Q3 		$287K Buy
13,840
+1,840
+15% +$38.2K 0.1% 127
2021
Q2 		$240K Buy
+12,000
New +$192K 0.08% 129
2020
Q2 		– Sell
-68,920
Closed -$419K – 174
2020
Q1 		$419K Buy
+68,920
New +$435K 0.17% 66

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

Walter & Keenan Wealth Management's NVDA Position: Q1 2026 in Review

Walter & Keenan Wealth Management increased its NVIDIA (NVDA) stake by 0.07% in Q1 2026, buying an estimated $4.04K and bringing the position to 33,230 shares worth $5.8M. The position accounts for 1.63% of the portfolio, ranked #16.

Walter & Keenan Wealth Management first reported a position in NVDA in Q1 2020 and has held it in 19 quarters since. The position peaked at $6.19M in Q4 2025. 5,827 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Walter & Keenan Wealth Management held 33,230 shares of NVIDIA worth $5.8M as of Q1 2026.
  • Walter & Keenan Wealth Management bought 22 NVIDIA shares in Q1 2026, an estimated $4.04K.
  • NVIDIA made up 1.63% of Walter & Keenan Wealth Management's portfolio in Q1 2026, its #16 holding.
  • Walter & Keenan Wealth Management first reported a position in NVIDIA in Q1 2020 and has held it in 19 quarters since.
  • Walter & Keenan Wealth Management's NVIDIA position peaked at $6.19M in Q4 2025.
  • 5,827 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Walter & Keenan Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.