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Wills Financial Group’s NVIDIA NVDA Stock Holding History

Wills Financial Group’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 		$906K Buy
4,012
+94
+2% +$17.2K 0.34% 49
2025
Q4 		$731K Buy
3,918
+13
+0.3% +$2.42K 0.28% 52
2025
Q3 		$729K Buy
3,905
+267
+7% +$46.5K 0.3% 42
2025
Q2 		$575K Buy
3,638
+58
+2% +$7.3K 0.25% 48
2025
Q1 		$388K Buy
3,580
+185
+5% +$23.4K 0.17% 52
2024
Q4 		$456K Buy
3,395
+8
+0.2% +$1.1K 0.2% 50
2024
Q3 		$411K Buy
3,387
+150
+5% +$17.7K 0.17% 51
2024
Q2 		$400K Sell
3,237
-443
-12% -$44.8K 0.18% 48
2024
Q1 		$333K Buy
+3,680
New +$267K 0.16% 50
2023
Q3 		– Sell
-5,900
Closed -$250K – 68
2023
Q2 		$250K Sell
5,900
-1,820
-24% -$60.4K 0.13% 61
2023
Q1 		$214K Buy
+7,720
New +$167K 0.12% 62

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

Wills Financial Group's NVDA Position: Q1 2026 in Review

Wills Financial Group increased its NVIDIA (NVDA) stake by 2.4% in Q1 2026, buying an estimated $17.2K and bringing the position to 4,012 shares worth $906K. The position accounts for 0.34% of the portfolio, ranked #49.

Wills Financial Group first reported a position in NVDA in Q1 2023 and has held it in 11 quarters since. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Wills Financial Group held 4,012 shares of NVIDIA worth $906K as of Q1 2026.
  • Wills Financial Group bought 94 NVIDIA shares in Q1 2026, an estimated $17.2K.
  • NVIDIA made up 0.34% of Wills Financial Group's portfolio in Q1 2026, its #49 holding.
  • Wills Financial Group first reported a position in NVIDIA in Q1 2023 and has held it in 11 quarters since.
  • 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Wills Financial Group's 13F filing for Q1 2026, filed 14 May 2026.