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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
Q2 		$9.64M Sell
48,193
-1,170
-2% -$241K 2.13% 9
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Beam Wealth Advisors's NVDA Position: Q2 2026 in Review

Beam Wealth Advisors reduced its NVIDIA (NVDA) stake by 2.4% in Q2 2026, selling an estimated $241K and leaving 48,193 shares worth $9.64M. The position accounts for 2.13% of the portfolio, ranked #9.

Beam Wealth Advisors first reported a position in NVDA in Q2 2020 and has held it in 15 quarters since. The position peaked at $16.1M in Q2 2024. 5,955 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Beam Wealth Advisors held 48,193 shares of NVIDIA worth $9.64M as of Q2 2026.
  • Beam Wealth Advisors sold 1,170 NVIDIA shares in Q2 2026, an estimated $241K.
  • NVIDIA made up 2.13% of Beam Wealth Advisors's portfolio in Q2 2026, its #9 holding.
  • Beam Wealth Advisors first reported a position in NVIDIA in Q2 2020 and has held it in 15 quarters since.
  • Beam Wealth Advisors's NVIDIA position peaked at $16.1M in Q2 2024.
  • 5,955 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Beam Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.