Trump AI stocks
AI and semiconductor names appearing in President Trump's federal ethics filings, shown with live prices and sentiment from our board.
These filings record transactions, not holdings. A purchase listed here does not mean the position is still held. Values are disclosed as bands, never exact amounts, and share counts and prices paid are never published. The filings also do not state who directed a trade - activity is recorded under the filer's name without specifying whether it was directed personally, by family members, or by brokers with discretion.
Prices as of 2026-08-29 03:16 UTC. Updates live in your browser.
Live prices and sentiment
The disclosed transactions
The filing carries a handwritten notation indicating late fees were paid, meaning the 30-to-45 day disclosure window set by federal regulation was exceeded.
Also disclosed, not tracked here
- Texas Instruments (TXN) - $1,000,001 - $5,000,000. Analog and embedded processing rather than AI infrastructure, so outside this site's universe.
What the timing does and does not show
Several of the purchases above preceded favourable regulatory decisions by days. The January Nvidia and AMD purchases both came roughly a week before Commerce Department decisions on chip exports to China, and the February Nvidia purchase preceded a major Nvidia announcement with Meta by about seven days.
What the record does not establish matters just as much. No charges have been brought and no act of insider trading has been proven. The filings do not say who directed the trades. The volume - 3,642 transactions in a single quarter, roughly 58 for every trading day - is more consistent with a professionally managed mandate than with individual stock picking, and reporting on the annual filing made that point directly.
Both readings are supported by the same document, because the document does not contain the information that would separate them. That ambiguity is a feature of the disclosure format, not evidence either way.
Why this is not a trading signal
By the time a periodic transaction report is public, the trade is typically 30 to 120 days old, the price paid is unknown, and the size is a range spanning an order of magnitude. It is an archive, not a signal.
Where it is genuinely useful is as a map of policy exposure. The overlap between these names and companies subject to export licensing, federal contracting and tariff policy is the substantive story - and it is the same overlap that moves this sector regardless of who owns what.
Common questions
Which AI stocks does Trump own?
Federal ethics filings covering the first quarter of 2026 record purchases in NVIDIA (NVDA), Broadcom (AVGO), Micron Technology (MU), Advanced Micro Devices (AMD), Intel (INTC), Dell Technologies (DELL), plus Texas Instruments. Important caveat: these are periodic transaction reports, which record purchases and sales rather than current holdings, so they do not confirm what is held today.
Does Trump own Nvidia stock?
Two Nvidia purchases appear in the Q1 2026 filings - one valued at $500,001 to $1,000,000 dated 6 January, and one at $1,000,001 to $5,000,000 dated 10 February. The filings do not disclose whether those positions are still held.
How much is each purchase worth?
Federal disclosure requires value bands rather than amounts, so the filings show ranges such as $1,000,001 to $5,000,000. Share counts and prices paid are never disclosed. Any site showing a precise figure has invented it.
Did Trump personally make these trades?
The filings do not say. They record activity under the filer's name without specifying whether trades were directed personally or executed by brokers with discretion. Some entries indicate broker involvement, and the volume - 3,642 transactions in the quarter - is consistent with professional management.
Is it legal for a US president to trade stocks?
Yes. Presidents are not prohibited from holding or trading securities, but must disclose transactions above $1,000 through periodic transaction reports filed with the Office of Government Ethics. There is no blind trust requirement.
Can these disclosures be used as a trading signal?
Not realistically. Filings are published weeks to months after the trades, report bands rather than amounts, and never disclose prices. By the time the information is public, any move has usually already happened.
Sources
- CNBC - Trump went big on tech stocks in first quarter of 2026 - transaction counts, value bands, names purchased
- NBC News - Trump ethics filing reveals thousands of trades - disclosure format and its limits
- NOTUS - Trump bought corporations' stock as his administration boosted their business - purchase dates alongside regulatory decisions
- Office of Government Ethics filing (White House copy) - primary document
Figures are taken from the public filings and the reporting linked above. Always prefer the filing itself over any summary of it, including this one.
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Information only, not investment advice, and not a claim about anyone's conduct. Nothing here should be read as alleging wrongdoing.