NVIDIA Corporation
MX ˙ BMV ˙ US67066G1040
SecurityMX:NVDA / NVIDIA Corporation
InstitutionAppleton Partners Inc/ma
Latest Disclosed Ownership86,109 shares
Latest Disclosed Value $ 15,017
Appleton Partners Inc/ma reports 1.83% decrease in ownership of NVDA / NVIDIA Corporation

On April 28, 2026 - Appleton Partners Inc/ma filed a 13F-HR form disclosing ownership of 86,109 shares of NVIDIA Corporation (MX:NVDA) valued at $15,017 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 87,714 shares of NVIDIA Corporation. This represents a change in shares of -1.83% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-04-28 2026-03-31 13F NVIDIA CORPORATION COM CS 67066G104 86,109 -1,605 -1.83 15 -6.25 1.0475
2026-01-09 2025-12-31 13F NVIDIA CORPORATION COM CS 67066G104 87,714 -959 -1.08 16 0.00 1.0777
2025-11-05 2025-09-30 13F NVIDIA CS 67066G104 88,673 3,406 3.99 17 23.08 1.1104
2025-07-22 2025-06-30 13F NVIDIA CS 67066G104 85,267 1,232 1.47 13 44.44 0.9532
2025-04-22 2025-03-31 13F NVIDIA CS 67066G104 84,035 -2,759 -3.18 9 -18.18 0.7039
2025-01-28 2024-12-31 13F NVIDIA CS 67066G104 86,794 4,365 5.30 12 10.00 0.8615
2024-10-01 2024-09-30 13F NVIDIA CS 67066G104 82,429 1,417 1.75 10 0.00 0.7364
2024-07-02 2024-06-30 13F NVIDIA CS 67066G104 81,012 76,333 1,631.40 10 150.00 0.7709
2024-04-01 2024-03-31 13F NVIDIA CS 67066G104 4,679 -397 -7.82 4 100.00 0.3282
2024-01-02 2023-12-31 13F NVIDIA CS 67066G104 5,076 -385 -7.05 3 0.00 0.2027
2023-10-03 2023-09-30 13F NVIDIA CS 67066G104 5,461 -194 -3.43 2 0.00 0.2112
2023-07-10 2023-06-30 13F NVIDIA CS 67066G104 5,655 -25 -0.44 2 100.00 0.2020
2023-04-10 2023-03-31 13F NVIDIA CS 67066G104 5,680 -541 -8.70 2 0.1404
2023-01-19 2022-12-31 13F NVIDIA CS 67066G104 6,221 119 1.95 1 -100.00 0.0861
2022-10-27 2022-09-30 13F NVIDIA CS 67066G104 6,102 37 0.61 741 -19.37 0.0741
2022-07-08 2022-06-30 13F NVIDIA CS 67066G104 6,065 -264 -4.17 919 -46.79 0.0869
2022-04-05 2022-03-31 13F NVIDIA CS 67066G104 6,329 -289 -4.37 1,727 -11.30 0.1412
2022-02-03 2021-12-31 13F NVIDIA CS 67066G104 6,618 -25 -0.38 1,947 41.50 0.1466
2021-10-14 2021-09-30 13F NVIDIA CS 67066G104 6,643 4,967 296.36 1,376 2.61 0.1146
2021-07-07 2021-06-30 13F NVIDIA CS 67066G104 1,676 -255 -13.21 1,341 30.07 0.1142
2021-04-19 2021-03-31 13F NVIDIA CORPORATION COM CS 67066G104 1,931 -5 -0.26 1,031 1.98 0.0958
2021-01-19 2020-12-31 13F NVIDIA CORPORATION COM CS 67066G104 1,936 -170 -8.07 1,011 -11.32 0.0995
2020-10-14 2020-09-30 13F NVIDIA CORPORATION COM COM 67066G104 2,106 -40 -1.86 1,140 39.88 0.1259
2020-08-14 2020-06-30 13F NVIDIA CORPORATION COM COM 67066G104 2,146 -5 -0.23 815 43.74 0.0976
2020-05-04 2020-03-31 13F NVIDIA CORP COM COM 67066G104 2,151 -4 -0.19 567 11.83 0.0786
2020-01-13 2019-12-31 13F NVIDIA CORP COM COM 67066G104 2,155 225 11.66 507 50.89 0.0557
2019-11-04 2019-09-30 13F NVIDIA CORP COM COM 67066G104 1,930 -35 -1.78 336 4.02 0.0406
2019-07-25 2019-06-30 13F NVIDIA CORP COM COM 67066G104 1,965 -281 -12.51 323 -19.85 0.0399
2019-04-17 2019-03-31 13F NVIDIA CORP COM COM 67066G104 2,246 26 1.17 403 36.15 0.0534
2019-01-17 2018-12-31 13F NVIDIA CORP COM COM 67066G104 2,220 229 11.50 296 -47.14 0.0443
2018-10-09 2018-09-30 13F NVIDIA CORP COM COM 67066G104 1,991 -448 -18.37 560 -3.11 0.0746
2018-08-08 2018-06-30 13F NVIDIA CORP COM COM 67066G104 2,439 -256 -9.50 578 -7.37 0.0828
2018-04-11 2018-03-31 13F NVIDIA CORP COM COM 67066G104 2,695 180 7.16 624 28.13 0.0947
2018-01-12 2017-12-31 13F NVIDIA CORP COM COM 67066G104 2,515 0 0.00 487 8.22 0.0755
2017-10-12 2017-09-30 13F NVIDIA CORP COM COM 67066G104 2,515 -55 -2.14 450 20.97 0.0758
2017-07-11 2017-06-30 13F NVIDIA CORP COM COM 67066G104 2,570 30 1.18 372 34.30 0.0625
2017-05-01 2017-03-31 13F NVIDIA CORP COM COM 67066G104 2,540 -1,885 -42.60 277 -41.31 0.0510
2017-02-13 2016-12-31 13F NVIDIA CORP COM COM 67066G104 4,425 -915 -17.13 472 28.96 0.0954
2016-11-03 2016-09-30 13F NVIDIA CORP COM COM 67066G104 5,340 5,340 366 0.0690
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.