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Wellington Shields Capital Management’s NVIDIA NVDA Stock Holding History

Wellington Shields Capital 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 		$9.3M Sell
53,351
-2,602
-5% -$477K 1.4% 19
2025
Q4 		$10.4M Sell
55,953
-226
-0.4% -$42.1K 1.52% 16
2025
Q3 		$10.5M Sell
56,179
-9,196
-14% -$1.6M 1.59% 13
2025
Q2 		$10.3M Sell
65,375
-13,229
-17% -$1.66M 1.75% 12
2025
Q1 		$8.52M Sell
78,604
-459,562
-85% -$58.2M 1.55% 15
2024
Q4 		$9.62M Buy
538,166
+466,061
+646% +$64.2M 1.7% 12
2024
Q3 		$8.76M Buy
72,105
+31,075
+76% +$3.67M 1.52% 14
2024
Q2 		$5.07M Buy
41,030
+2,880
+8% +$291K 0.92% 23
2024
Q1 		$3.45M Sell
38,150
-60
-0.2% -$4.35K 0.65% 36
2023
Q4 		$1.89M Buy
38,210
+10,210
+36% +$473K 0.24% 61
2023
Q3 		$1.22M Buy
28,000
+600
+2% +$26.9K 0.16% 88
2023
Q2 		$1.16M Buy
27,400
+7,600
+38% +$252K 0.14% 94
2023
Q1 		$550K Buy
19,800
+7,000
+55% +$151K 0.07% 138
2022
Q4 		$187K Sell
12,800
-5,000
-28% -$73.3K 0.02% 230
2022
Q3 		$216K Sell
17,800
-20,000
-53% -$316K 0.05% 213
2022
Q2 		$573K Sell
37,800
-33,950
-47% -$641K 0.07% 132
2022
Q1 		$1.96M Sell
71,750
-37,830
-35% -$949K 0.21% 72
2021
Q4 		$3.22M Buy
109,580
+43,330
+65% +$1.19M 0.41% 61
2021
Q3 		$1.37M Buy
66,250
+15,250
+30% +$317K 0.19% 97
2021
Q2 		$1.02M Hold
51,000
– – 0.12% 139
2021
Q1 		$681K Buy
51,000
+24,000
+89% +$323K 0.06% 179
2020
Q4 		$352K Buy
+27,000
New +$361K 0.05% 209
2017
Q2 		– Sell
-76,000
Closed -$207K – 334
2017
Q1 		$207K Buy
+76,000
New +$202K 0.03% 303

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

Wellington Shields Capital Management's NVDA Position: Q1 2026 in Review

Wellington Shields Capital Management reduced its NVIDIA (NVDA) stake by 4.7% in Q1 2026, selling an estimated $477K and leaving 53,351 shares worth $9.3M. The position accounts for 1.4% of the portfolio, ranked #19.

Wellington Shields Capital Management first reported a position in NVDA in Q1 2017 and has held it in 23 quarters since. The position peaked at $10.5M in Q3 2025. 5,827 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Wellington Shields Capital Management held 53,351 shares of NVIDIA worth $9.3M as of Q1 2026.
  • Wellington Shields Capital Management sold 2,602 NVIDIA shares in Q1 2026, an estimated $477K.
  • NVIDIA made up 1.4% of Wellington Shields Capital Management's portfolio in Q1 2026, its #19 holding.
  • Wellington Shields Capital Management first reported a position in NVIDIA in Q1 2017 and has held it in 23 quarters since.
  • Wellington Shields Capital Management's NVIDIA position peaked at $10.5M in Q3 2025.
  • 5,827 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Wellington Shields Capital Management's 13F filing for Q1 2026, filed 4 May 2026.