Beam Wealth Advisors’s NVIDIA NVDA Stock Holding History

Beam Wealth Advisors’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	$8.61M	Sell	49,363 -13,534	-22%	-$2.48M	2.14%	8
2025 Q4	$11.7M	Sell	62,897 -2,256	-3%	-$420K	3.22%	5
2025 Q3	$12.2M	Sell	65,153 -972	-1%	-$169K	3.31%	5
2025 Q2	$10.4M	Sell	66,125 -11,169	-14%	-$1.41M	3.11%	5
2025 Q1	$8.38M	Sell	77,294 -11,067	-13%	-$1.4M	2.83%	5
2024 Q4	$11.9M	Sell	88,361 -43,711	-33%	-$6.02M	3.75%	5
2024 Q3	$16M	Buy	132,072 +1,957	+2%	+$231K	4.86%	4
2024 Q2	$16.1M	Buy	130,115 +117,665	+945%	+$11.9M	5.35%	4
2024 Q1	$1.12M	Buy	12,450 +5,400	+77%	+$391K	0.68%	37
2023 Q4	$349K	Buy	7,050 +400	+6%	+$18.5K	0.22%	71
2023 Q3	$289K	Buy	6,650 +110	+2%	+$4.93K	0.21%	79
2023 Q2	$277K	Buy	+6,540	New	+$217K	0.19%	82
2020 Q4	–	Sell	-21,120	Closed	-$286K	–	139
2020 Q3	$286K	Sell	21,120 -280	-1%	-$3.26K	0.27%	98
2020 Q2	$211K	Buy	+21,400	New	+$173K	0.21%	120

Other funds holding NVDA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Fidelity Investments

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

Geode Capital Management

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return