Axim Planning & Wealth’s NVIDIA NVDA Stock Holding History

Axim Planning & Wealth’s Portfolio NVDA Stock Details NVDA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$572K	Sell	3,278 -607	-16%	-$111K	0.69%	24
2025 Q4	$725K	Buy	3,885 +298	+8%	+$55.5K	0.76%	17
2025 Q3	$669K	Buy	3,587 +1,739	+94%	+$303K	0.53%	14
2025 Q2	$292K	Sell	1,848 -30	-2%	-$3.77K	0.27%	32
2025 Q1	$204K	Buy	+1,878	New	+$238K	0.18%	40
2022 Q4	–	Sell	-3,760	Closed	-$46K	–	127
2022 Q3	$46K	Buy	3,760 +310	+9%	+$4.9K	0.05%	50
2022 Q2	$52K	Buy	+3,450	New	+$65.1K	0.04%	44

Other funds holding NVDA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Axim Planning & Wealth's NVDA Position: Q1 2026 in Review

Axim Planning & Wealth reduced its NVIDIA (NVDA) stake by 16% in Q1 2026, selling an estimated $111K and leaving 3,278 shares worth $572K. The position accounts for 0.69% of the portfolio, ranked #24.

Axim Planning & Wealth first reported a position in NVDA in Q2 2022 and has held it in 7 quarters since. The position peaked at $725K in Q4 2025. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Axim Planning & Wealth held 3,278 shares of NVIDIA worth $572K as of Q1 2026.
Axim Planning & Wealth sold 607 NVIDIA shares in Q1 2026, an estimated $111K.
NVIDIA made up 0.69% of Axim Planning & Wealth's portfolio in Q1 2026, its #24 holding.
Axim Planning & Wealth first reported a position in NVIDIA in Q2 2022 and has held it in 7 quarters since.
Axim Planning & Wealth's NVIDIA position peaked at $725K in Q4 2025.
5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Axim Planning & Wealth's 13F filing for Q1 2026, filed 14 May 2026.