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BAM Wealth Management’s NVIDIA NVDA Stock Holding History

BAM Wealth Management’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
Q2 		$3.87M Buy
19,325
+1,937
+11% +$398K 2.42% 10
2026
Q1 		$3.03M Sell
17,388
-446
-3% -$81.8K 2.27% 11
2025
Q4 		$3.33M Buy
17,834
+2,601
+17% +$484K 2.41% 12
2025
Q3 		$2.84M Buy
+15,233
New +$2.66M 2.2% 12

Other funds holding NVDA

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

BAM Wealth Management's NVDA Position: Q2 2026 in Review

BAM Wealth Management increased its NVIDIA (NVDA) stake by 11% in Q2 2026, buying an estimated $398K and bringing the position to 19,325 shares worth $3.87M. The position accounts for 2.42% of the portfolio, ranked #10.

BAM Wealth Management first reported a position in NVDA in Q3 2025 and has held it in 4 quarters since. 3,652 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • BAM Wealth Management held 19,325 shares of NVIDIA worth $3.87M as of Q2 2026.
  • BAM Wealth Management bought 1,937 NVIDIA shares in Q2 2026, an estimated $398K.
  • NVIDIA made up 2.42% of BAM Wealth Management's portfolio in Q2 2026, its #10 holding.
  • BAM Wealth Management first reported a position in NVIDIA in Q3 2025 and has held it in 4 quarters since.
  • 3,652 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.