Trump filing shows sales of MSFT, AMZN, META and new AI bets in NVDA, AAPL

President Donald Trump disclosed about 3,600 stock trades in a periodic filing with the U.S. Office of Government Ethics, showing major first-quarter 2026 shifts out of some megacap tech holdings and into semiconductor, Apple and enterprise software names. The filing showed large sales of Amazon (AMZN), Meta (META), Vanguard S&P 500 ETF (VOO) and Microsoft (MSFT), each in the top reported range of $5 million to $25 million. Trump also made smaller purchases in Meta, Amazon and Microsoft, ranging from $1,001 to $5 million. New or expanded positions included Nvidia (NVDA), Broadcom (AVGO), Synopsys (SNPS), Cadence Design Systems (CDNS), Texas Instruments (TXN), Apple (AAPL), Oracle (ORCL), ServiceNow (NOW), Adobe (ADBE) and Workday (WDAY), with several purchases above $1 million. The filing also showed a $1 million to $5 million Dell Technologies (DELL) purchase on February 10, 2026, before a May White House event supporting Dell hardware. Some trades were marked “unsolicited,” fueling conflict-of-interest scrutiny after U.S. policy changes benefiting Nvidia chip sales to Chinese firms.