Congressional Stock Trades: Sam Liccardo Sells NVDA, Jared Moskowitz Buys AMAT, META, MSFT and More
House members Sam Liccardo and Jared Moskowitz filed STOCK Act disclosures revealing NVDA sale, AMAT/META/MSFT purchases, and sector positioning amid market volatility.
What happened
Two members of the U.S. House of Representatives filed STOCK Act disclosures revealing notable stock transactions in major technology and consumer companies during June-July 2026:
Sam Liccardo (House / D) disclosed on July 27, 2026 that he sold NVIDIA Corporation (NVDA) common stock traded on July 21, 2026. The disclosed size range was $15,001-$50,000, with an estimated excess return of -5.21% since the transaction.
Jared Moskowitz (House / D) filed disclosure on July 26, 2026 for multiple purchases across six companies, each in the $1,001-$15,000 range: - Applied Materials (AMAT) — trade date June 18, 2026 - HCA Healthcare (HCA) - Home Depot (HD) - Meta Platforms (META) - Monster Beverage (MNST) - Microsoft (MSFT) — trade date June 17, 2026
Current stock quotes at time of disclosure: - NVDA: $194.10 USD, down -2.99% today and -2.99% this month; 52-week range $164.07-$236.54 - AMAT: $500.47 USD, down -30.78% today and -30.78% this month; 52-week range $154.47-$739.67 - MSFT: $456.565 USD, up +22.4% today and +22.4% this month; 52-week range $349.20-$555.45
Why it matters
STOCK Act filings are mandatory disclosures for members of Congress who trade securities. The law requires officials to report trades within a short window, though the disclosed amounts are ranges (not exact figures) and the disclosure dates lag actual transactions by days or weeks.
The Liccardo NVDA sale stands out as a notable position reduction in one of the world's most closely watched semiconductor companies. The Moskowitz purchases span multiple sectors — from semiconductors (AMAT) to healthcare (HCA), consumer staples (HD, MNST), and big tech (META, MSFT) — suggesting diversified positioning across growth and value names.
These filings are public records mandated by federal law, providing transparency into how elected officials allocate their personal investment portfolios. The STOCK Act was designed to prevent insider trading and conflicts of interest in congressional trading.
What to watch
- NVDA position tracking: Sam Liccardo's NVDA sale may signal a reduction in exposure to the chip giant amid recent market volatility (down nearly 3% today).
- AMAT recovery potential: Jared Moskowitz's AMAT purchase comes as the stock has dropped over 30% this month, potentially positioning for a rebound in the semiconductor equipment sector.
- MSFT strength: Microsoft's strong performance (+22.4% today) aligns with Moskowitz's accumulation, suggesting confidence in cloud and AI growth trajectories.
- Sector rotation patterns: The combination of tech buys (AMAT, META, MSFT) alongside healthcare and consumer staples (HCA, HD, MNST) reflects a balanced approach across market segments.
By the numbers
Source snapshot
This article reports public STOCK Act filings as informational disclosure reporting. It is not financial advice.
Sources: - STOCK Act disclosures: https://www.quiverquant.com/congresstrading/