Drexel Morgan & Co. NVDA NVIDIA CORP

Ownership history in Drexel Morgan & Co.  ·  7 quarters on record

AI Ownership Summary

Drexel Morgan & Co. reported NVIDIA CORP (NVDA) in 7 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.56% in 2026 Q1. The latest visible filing shows NVDA at 0.56% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NVDA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Drexel Morgan & Co.'s position in NVIDIA CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

NVDA was reported at 0.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.56% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Drexel Morgan & Co. held NVDA — position size vs. price
% of Fund (quarterly)    NVDA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 21,800 +10,000 +84.7% 0.56% $3.8M 2026-05-11 $219.44
2025 Q4 ADDED 11,800 +10,000 +555.6% 0.34% $2.2M 2026-02-12 $186.93
2025 Q3 UNCHANGED 1,800 0% 0.05% $336K 2025-11-12 $193.78
2025 Q2 UNCHANGED 1,800 0% 0.05% $284K 2025-08-12 $183.13
2024 Q4 UNCHANGED 1,800 0% 0.05% $242K 2025-02-11 $132.76
2024 Q3 UNCHANGED 1,800 0% 0.04% $219K 2024-10-28 $140.46
2024 Q2 INITIATED 1,800 0.05% $222K 2024-08-12 $108.97

FAQ About Drexel Morgan & Co. and NVDA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Drexel Morgan & Co. reported owning NVDA?

Drexel Morgan & Co. reported NVDA across 7 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported NVDA position in Drexel Morgan & Co.'s portfolio?

The largest reported portfolio weight for NVDA was 0.56% in 2026 Q1.

What is the latest reported NVDA position on this page?

The most recent filing on this page is 2026 Q1, when Drexel Morgan & Co. reported 21,800 shares, equal to 0.56% of portfolio, with an estimated market value of $3.8M.

What does the chart on this NVDA ownership page compare?

The chart compares Drexel Morgan & Co.'s quarterly NVDA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Drexel Morgan & Co. Holdings