BAM Wealth Management
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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
Q3 		$4.75M Buy
20,784
+1,459
+8% +$313K 2.57% 8
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

BAM Wealth Management's NVDA Position: Q3 2026 in Review

BAM Wealth Management increased its NVIDIA (NVDA) stake by 7.5% in Q3 2026, buying an estimated $313K and bringing the position to 20,784 shares worth $4.75M. The position accounts for 2.57% of the portfolio, ranked #8.

BAM Wealth Management first reported a position in NVDA in Q3 2025 and has held it in 5 quarters since. 3,682 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • BAM Wealth Management held 20,784 shares of NVIDIA worth $4.75M as of Q3 2026.
  • BAM Wealth Management bought 1,459 NVIDIA shares in Q3 2026, an estimated $313K.
  • NVIDIA made up 2.57% of BAM Wealth Management's portfolio in Q3 2026, its #8 holding.
  • BAM Wealth Management first reported a position in NVIDIA in Q3 2025 and has held it in 5 quarters since.
  • 3,682 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.