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WJ Wealth Management’s NVIDIA NVDA Stock Holding History

WJ 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 		$8.15M Sell
46,712
-55
-0.1% -$10.1K 3.81% 8
2025
Q4 		$8.72M Sell
46,767
-994
-2% -$185K 3.82% 8
2025
Q3 		$9.67M Sell
47,761
-47,767
-50% -$8.33M 4.25% 7
2025
Q2 		$15.1M Sell
95,528
-9,562
-9% -$1.2M 4.76% 6
2025
Q1 		$11.4M Sell
105,090
-17,566
-14% -$2.23M 4.03% 8
2024
Q4 		$16.5M Buy
122,656
+492
+0.4% +$67.8K 5.67% 4
2024
Q3 		$14.8M Sell
122,164
-11,076
-8% -$1.31M 5.22% 6
2024
Q2 		$16.5M Buy
133,240
+11,200
+9% +$1.13M 5.99% 4
2024
Q1 		$11M Buy
122,040
+4,840
+4% +$351K 4.39% 8
2023
Q4 		$5.8M Buy
117,200
+4,680
+4% +$217K 2.52% 11
2023
Q3 		$4.89M Buy
112,520
+2,100
+2% +$94.1K 2.38% 13
2023
Q2 		$4.67M Buy
110,420
+77,190
+232% +$2.56M 2.21% 13
2023
Q1 		$923K Sell
33,230
-33,230
-50% -$719K 0.62% 30
2022
Q4 		$971K Hold
66,460
– – 0.56% 28
2022
Q3 		$805K Sell
66,460
-300
-0.4% -$4.74K 0.5% 29
2022
Q2 		$1.01M Buy
66,760
+33,300
+100% +$629K 0.72% 21
2022
Q1 		$913K Buy
33,460
+10
+0% +$251 0.61% 22
2021
Q4 		$984K Buy
33,450
+1,240
+4% +$34.1K 0.59% 24
2021
Q3 		$667K Buy
32,210
+90
+0.3% +$1.87K 0.44% 31
2021
Q2 		$642K Sell
32,120
-1,120
-3% -$18K 1.99% 13
2021
Q1 		$444K Sell
33,240
-4,000
-11% -$53.8K 1.38% 22
2020
Q4 		$486K Buy
37,240
+1,120
+3% +$15K 1.51% 19
2020
Q3 		$489K Sell
36,120
-41,480
-53% -$483K 1.58% 15
2020
Q2 		$738K Buy
77,600
+37,960
+96% +$307K 0.52% 26
2020
Q1 		$261K Buy
39,640
+3,360
+9% +$21.2K 0.94% 20
2019
Q4 		$213K Buy
+36,280
New +$189K 0.54% 33

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

WJ Wealth Management's NVDA Position: Q1 2026 in Review

WJ Wealth Management reduced its NVIDIA (NVDA) stake by 0.12% in Q1 2026, selling an estimated $10.1K and leaving 46,712 shares worth $8.15M. The position accounts for 3.81% of the portfolio, ranked #8.

WJ Wealth Management first reported a position in NVDA in Q4 2019 and has held it in 26 quarters since. The position peaked at $16.5M in Q4 2024. 5,827 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • WJ Wealth Management held 46,712 shares of NVIDIA worth $8.15M as of Q1 2026.
  • WJ Wealth Management sold 55 NVIDIA shares in Q1 2026, an estimated $10.1K.
  • NVIDIA made up 3.81% of WJ Wealth Management's portfolio in Q1 2026, its #8 holding.
  • WJ Wealth Management first reported a position in NVIDIA in Q4 2019 and has held it in 26 quarters since.
  • WJ Wealth Management's NVIDIA position peaked at $16.5M in Q4 2024.
  • 5,827 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on WJ Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.