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Beaton Management Company’s NVIDIA NVDA Stock Holding History

Beaton Management Company’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 		$10.3M Sell
59,336
-400
-0.7% -$73.4K 4.61% 1
2025
Q4 		$11.1M Sell
59,736
-549
-0.9% -$102K 4.91% 1
2025
Q3 		$11.2M Sell
60,285
-500
-0.8% -$87.2K 5.11% 1
2025
Q2 		$9.6M Sell
60,785
-1,850
-3% -$233K 4.69% 1
2025
Q1 		$6.79M Sell
62,635
-4,010
-6% -$508K 3.52% 2
2024
Q4 		$8.95M Sell
66,645
-1,465
-2% -$202K 4.51% 1
2024
Q3 		$8.27M Buy
68,110
+800
+1% +$94.5K 4.18% 1
2024
Q2 		$8.31M Sell
67,310
-780
-1% -$78.9K 4.47% 1
2024
Q1 		$6.15M Buy
68,090
+30
+0% +$2.17K 3.35% 2
2023
Q4 		$3.37M Hold
68,060
– – 2.02% 12
2023
Q3 		$2.96M Buy
68,060
+2,560
+4% +$115K 1.92% 14
2023
Q2 		$2.77M Sell
65,500
-1,420
-2% -$47.1K 1.75% 16
2023
Q1 		$1.86M Sell
66,920
-6,000
-8% -$130K 1.25% 25
2022
Q4 		$1.07M Hold
72,920
– – 0.71% 46
2022
Q3 		$885K Buy
72,920
+10,000
+16% +$158K 0.67% 48
2022
Q2 		$954K Buy
62,920
+1,000
+2% +$18.9K 0.68% 48
2022
Q1 		$1.69M Buy
61,920
+2,170
+4% +$54.4K 1.04% 29
2021
Q4 		$1.76M Sell
59,750
-750
-1% -$20.6K 1.05% 28
2021
Q3 		$1.25M Sell
60,500
-2,500
-4% -$51.9K 0.83% 38
2021
Q2 		$1.26M Buy
63,000
+400
+0.6% +$6.41K 0.8% 41
2021
Q1 		$836K Buy
62,600
+11,600
+23% +$156K 0.58% 55
2020
Q4 		$666K Hold
51,000
– – 0.49% 62
2020
Q3 		$690K Hold
51,000
– – 0.57% 57
2020
Q2 		$484K Buy
51,000
+1,000
+2% +$8.09K 0.43% 67
2020
Q1 		$336K Buy
50,000
+14,000
+39% +$88.3K 0.34% 76
2019
Q4 		$212K Buy
+36,000
New +$187K 0.17% 119

Other funds holding NVDA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Beaton Management Company's NVDA Position: Q1 2026 in Review

Beaton Management Company reduced its NVIDIA (NVDA) stake by 0.67% in Q1 2026, selling an estimated $73.4K and leaving 59,336 shares worth $10.3M. The position accounts for 4.61% of the portfolio, ranked #1.

Beaton Management Company first reported a position in NVDA in Q4 2019 and has held it in 26 quarters since. The position peaked at $11.2M in Q3 2025. 5,828 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Beaton Management Company held 59,336 shares of NVIDIA worth $10.3M as of Q1 2026.
  • Beaton Management Company sold 400 NVIDIA shares in Q1 2026, an estimated $73.4K.
  • NVIDIA made up 4.61% of Beaton Management Company's portfolio in Q1 2026, its #1 holding.
  • Beaton Management Company first reported a position in NVIDIA in Q4 2019 and has held it in 26 quarters since.
  • Beaton Management Company's NVIDIA position peaked at $11.2M in Q3 2025.
  • 5,828 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Beaton Management Company's 13F filing for Q1 2026, filed 12 May 2026.