Widmann Financial Services’s NVIDIA NVDA Stock Holding History

Widmann Financial Services’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	$2.14M	Sell	12,299 -1,020	-8%	-$187K	1.28%	22
2025 Q4	$2.48M	Buy	13,319 +60	+0.5%	+$11.2K	1.52%	17
2025 Q3	$2.47M	Buy	13,259 +67	+0.5%	+$11.7K	1.56%	17
2025 Q2	$2.08M	Buy	13,192 +10,027	+317%	+$1.26M	1.45%	18
2025 Q1	$343K	Buy	3,165 +663	+26%	+$84K	0.27%	74
2024 Q4	$336K	Buy	2,502 +104	+4%	+$14.3K	0.26%	74
2024 Q3	$291K	Buy	2,398 +378	+19%	+$44.6K	0.22%	80
2024 Q2	$250K	Buy	+2,020	New	+$204K	0.2%	85

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

Widmann Financial Services's NVDA Position: Q1 2026 in Review

Widmann Financial Services reduced its NVIDIA (NVDA) stake by 7.7% in Q1 2026, selling an estimated $187K and leaving 12,299 shares worth $2.14M. The position accounts for 1.28% of the portfolio, ranked #22.

Widmann Financial Services first reported a position in NVDA in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.48M in Q4 2025. 5,828 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Widmann Financial Services held 12,299 shares of NVIDIA worth $2.14M as of Q1 2026.
Widmann Financial Services sold 1,020 NVIDIA shares in Q1 2026, an estimated $187K.
NVIDIA made up 1.28% of Widmann Financial Services's portfolio in Q1 2026, its #22 holding.
Widmann Financial Services first reported a position in NVIDIA in Q2 2024 and has held it in 8 quarters since.
Widmann Financial Services's NVIDIA position peaked at $2.48M in Q4 2025.
5,828 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Widmann Financial Services's 13F filing for Q1 2026, filed 15 May 2026.