Nancy Pelosi Stock Portfolio (Updated October 2026): Holdings and Recent Trades
Last updated: October 10, 2026. Covers every periodic transaction report filed through October 2, 2026 and the 2025 annual financial disclosure filed May 15, 2026. Trades are in accounts owned by her spouse, Paul Pelosi (marked “SP” in filings).
Key takeaways
- 2026 has been buy-only. Every 2026 filing reports purchases or option exercises. The last disclosed stock sales were in late December 2025.
- The new names are AI power and chips. The largest 2026 buys were Bloom Energy (BE) shares and call options in July, and Intel (INTC) shares and call options in May and July, alongside Uber (UBER) calls.
- Long-dated call options remain the main tool. Most 2026 equity trades were calls expiring in 2027, or exercises of calls bought in January 2025.
- Mega-cap tech is still the core. The 2025 annual report lists Alphabet, Amazon, Apple, Broadcom, Microsoft, NVIDIA, Salesforce and Visa each at $5 million to $25 million.
- Late-2025 trims. In December 2025 the account sold 45,000 Apple shares, 20,000 NVIDIA shares, 20,000 Amazon shares and 10,000 Disney shares, and donated Apple and Alphabet shares to a donor-advised fund.
Latest disclosed trades
Amounts are the value bands Congress is required to report; exact figures are not disclosed. “Filed” is the date the report was signed.
| Trade date | Asset | Type | Amount | Detail | Filed |
|---|---|---|---|---|---|
| Sep 8, 2026 | REOF XXX, LLC | Purchase | $500K–$1M | Investment in an LLC buying a commercial office property at 225 Bush Street, San Francisco | Oct 2, 2026 |
| Jul 28, 2026 | Bloom Energy (BE) | Purchase | $500K–$1M | 5,000 shares | Aug 21, 2026 |
| Jul 28, 2026 | Bloom Energy (BE) options | Purchase | $500K–$1M | 100 calls, $100 strike, expiring Jun 17, 2027 | Aug 21, 2026 |
| Jul 27, 2026 | REOF XXV, LLC | Purchase | $500K–$1M | Additional investment in an LLC restoring a luxury hotel in San Francisco | Aug 21, 2026 |
| Jul 24, 2026 | Bloom Energy (BE) | Purchase | $1M–$5M | 10,000 shares | Aug 21, 2026 |
| Jul 24, 2026 | Bloom Energy (BE) options | Purchase | $1M–$5M | 100 calls, $100 strike, expiring Jun 17, 2027 | Aug 21, 2026 |
| Jul 24, 2026 | Intel (INTC) | Purchase | $500K–$1M | 10,000 shares | Aug 21, 2026 |
| Jul 24, 2026 | Intel (INTC) options | Purchase | $250K–$500K | 50 calls, $50 strike, expiring Jun 17, 2027 | Aug 21, 2026 |
| May 29, 2026 | Intel (INTC) options | Purchase | $1M–$5M | 200 calls, $50 strike, expiring Mar 19, 2027 | Jun 23, 2026 |
| May 29, 2026 | Uber (UBER) options | Purchase | $500K–$1M | 200 calls, $50 strike, expiring Mar 19, 2027 | Jun 23, 2026 |
| Jan 16, 2026 | AllianceBernstein (AB) | Purchase | $1M–$5M | 25,000 units | Jan 23, 2026 |
| Jan 16, 2026 | Alphabet (GOOGL) | Option exercise | $500K–$1M | 5,000 shares from calls bought Jan 14, 2025 | Jan 23, 2026 |
| Jan 16, 2026 | Amazon (AMZN) | Option exercise | $500K–$1M | 5,000 shares from calls bought Jan 14, 2025 | Jan 23, 2026 |
| Jan 16, 2026 | NVIDIA (NVDA) | Option exercise | $250K–$500K | 5,000 shares from calls bought Jan 14, 2025, $80 strike | Jan 23, 2026 |
| Jan 16, 2026 | Vistra (VST) | Option exercise | $100K–$250K | 5,000 shares from calls bought Jan 14, 2025, $50 strike | Jan 23, 2026 |
| Jan 16, 2026 | Tempus AI (TEM) | Option exercise | $50K–$100K | 5,000 shares from calls bought Jan 14, 2025, $20 strike | Jan 23, 2026 |
| Jan 2, 2026 | Versant Media (VSNT) | Spinoff | — | 776 shares received in the spinoff from Comcast | Jan 23, 2026 |
| Dec 30, 2025 | Alphabet, Apple, NVIDIA, Amazon options | Purchase | $100K–$500K each | 20 calls each expiring Jan 15, 2027 (GOOGL $150, AAPL $100, NVDA $100, AMZN $120 strikes) | Jan 23, 2026 |
| Dec 30, 2025 | Walt Disney (DIS) | Sale | $1M–$5M | 10,000 shares | Jan 23, 2026 |
| Dec 30, 2025 | PayPal (PYPL) | Sale | $250K–$500K | 5,000 shares | Jan 23, 2026 |
| Dec 30, 2025 | Apple (AAPL), Alphabet (GOOGL) | Donation | $5M–$25M; $1M–$5M | 28,200 Apple and 7,704 Alphabet shares given to a donor-advised fund | Jan 23, 2026 |
| Dec 24, 2025 | Apple (AAPL) | Partial sale | $5M–$25M | 45,000 shares | Jan 23, 2026 |
| Dec 24, 2025 | NVIDIA (NVDA) | Partial sale | $1M–$5M | 20,000 shares | Jan 23, 2026 |
| Dec 24, 2025 | Amazon (AMZN) | Partial sale | $1M–$5M | 20,000 shares | Jan 23, 2026 |
Largest disclosed holdings
From the 2025 annual financial disclosure, filed May 15, 2026. Values are as of year-end 2025, so they already reflect the December 2025 sales but not the 2026 purchases above. The report also lists real estate, funds and private stakes; the table covers the largest listed stocks and options.
| Value band | Stocks | Options |
|---|---|---|
| $5M–$25M | Alphabet (GOOGL), Amazon (AMZN), Apple (AAPL), Broadcom (AVGO), Microsoft (MSFT), NVIDIA (NVDA), Salesforce (CRM), Visa (V) | — |
| $1M–$5M | American Express (AXP), CrowdStrike (CRWD), Netflix (NFLX), Palo Alto Networks (PANW) | — |
| $500K–$1M | Comcast (CMCSA), Interactive Brokers (IBKR) | NVIDIA (NVDA), Amazon (AMZN), Vistra (VST) calls |
| $100K–$500K | Block (SQ), Dropbox (DBX), Roblox (RBLX), Morningstar (MORN), AT&T (T) | Apple (AAPL), Tempus AI (TEM) calls |
Pelosi versus the stocks Congress trades most
The most-traded listed stocks across all members of Congress over the past three years, from Capitol Trades as of October 2026 (Treasury bills, notes and single-member private LLCs excluded), compared with the Pelosi account's year-end 2025 position.
| Rank | Stock | Trades | Politicians | Pelosi account (2025 annual report) |
|---|---|---|---|---|
| 1 | Microsoft (MSFT) | 391 | 61 | $5M–$25M |
| 2 | Alphabet (GOOGL) | 379 | 55 | $5M–$25M, plus 2027 calls |
| 3 | NVIDIA (NVDA) | 312 | 51 | $5M–$25M, plus calls |
| 4 | Apple (AAPL) | 289 | 61 | $5M–$25M, trimmed Dec 2025 |
| 5 | Amazon (AMZN) | 259 | 47 | $5M–$25M, plus calls |
| 6 | Meta Platforms (META) | 222 | 37 | Not disclosed |
| 7 | JPMorgan Chase (JPM) | 211 | 44 | Not disclosed |
| 8 | Berkshire Hathaway (BRK.B) | 204 | 30 | Not disclosed |
Five of Congress's eight most-traded stocks are among the Pelosi account's largest holdings. Where the account differs is in its 2026 purchases: Bloom Energy, Intel and Uber are not on the congressional leaderboard.
How to read these disclosures
- They are late by design. The STOCK Act allows 45 days to report a trade. The Pelosi filings covering December 2025 through September 2026 arrived 7 to 30 days after each trade, so this is never a real-time view.
- Amounts are ranges. A $1M–$5M band can mean a fivefold difference in size.
- Options change the math. A call option position reported at $1M–$5M controls far more stock than the premium paid, and it can expire worthless.
- Holdings are a yearly snapshot. The annual report shows year-end values; anything bought or sold since appears only in transaction reports.
We refresh this page monthly as new filings appear. For systematic, dated model calls with every win and loss shown, see the PortfolioAI scorecard, and for more research see PortfolioAI Reports.
Sources: PTR 20035553, PTR 20035143, PTR 20034836, PTR 20033725, 2025 annual report 10075701, and Capitol Trades issuer rankings.
This page summarises public disclosures for general information. It is not a recommendation to buy or sell any security, and PortfolioAI is not a registered broker-dealer or investment adviser.