Beaumont Financial Advisors’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $42M | Buy |
209,860
+3,555
| +2% | +$731K | 2.67% | 6 |
|
|
2026
Q1 | $36M | Buy |
206,305
+826
| +0.4% | +$152K | 2.47% | 9 |
|
|
2025
Q4 | $38.3M | Sell |
205,479
-3,139
| -2% | -$584K | 2.52% | 8 |
|
|
2025
Q3 | $38.9M | Sell |
208,618
-2,909
| -1% | -$507K | 2.6% | 7 |
|
|
2025
Q2 | $33.4M | Sell |
211,527
-8,986
| -4% | -$1.13M | 2.42% | 11 |
|
|
2025
Q1 | $23.9M | Buy |
220,513
+20,406
| +10% | +$2.59M | 1.87% | 12 |
|
|
2024
Q4 | $26.9M | Buy |
200,107
+11,859
| +6% | +$1.63M | 2.02% | 12 |
|
|
2024
Q3 | $22.9M | Sell |
188,248
-8,596
| -4% | -$1.02M | 1.79% | 19 |
|
|
2024
Q2 | $24.5M | Sell |
196,844
-11,536
| -6% | -$1.17M | 1.96% | 12 |
|
|
2024
Q1 | $18.8M | Sell |
208,380
-4,410
| -2% | -$320K | 1.55% | 24 |
|
|
2023
Q4 | $10.5M | Buy |
212,790
+910
| +0.4% | +$42.2K | 0.96% | 34 |
|
|
2023
Q3 | $9.22M | Buy |
211,880
+5,220
| +3% | +$234K | 0.92% | 31 |
|
|
2023
Q2 | $8.74M | Buy |
206,660
+3,180
| +2% | +$106K | 0.81% | 38 |
|
|
2023
Q1 | $5.65M | Sell |
203,480
-2,680
| -1% | -$58K | 0.57% | 36 |
|
|
2022
Q4 | $3.01M | Sell |
206,160
-201,080
| -49% | -$2.95M | 0.3% | 45 |
|
|
2022
Q3 | $4.94M | Sell |
407,240
-2,260
| -0.6% | -$35.7K | 0.47% | 41 |
|
|
2022
Q2 | $6.21M | Buy |
409,500
+52,560
| +15% | +$992K | 0.56% | 43 |
|
|
2022
Q1 | $9.74M | Buy |
356,940
+223,350
| +167% | +$5.6M | 0.74% | 42 |
|
|
2021
Q4 | $3.93M | Sell |
133,590
-8,400
| -6% | -$231K | 0.28% | 59 |
|
|
2021
Q3 | $2.94M | Buy |
141,990
+2,790
| +2% | +$57.9K | 0.23% | 73 |
|
|
2021
Q2 | $2.78M | Buy |
139,200
+64,280
| +86% | +$1.03M | 0.21% | 77 |
|
|
2021
Q1 | $1M | Sell |
74,920
-320
| -0.4% | -$4.3K | 0.08% | 139 |
|
|
2020
Q4 | $982K | Sell |
75,240
-9,680
| -11% | -$130K | 0.09% | 140 |
|
|
2020
Q3 | $1.15M | Buy |
84,920
+7,000
| +9% | +$81.5K | 0.11% | 132 |
|
|
2020
Q2 | $740K | Buy |
77,920
+1,560
| +2% | +$12.6K | 0.08% | 154 |
|
|
2020
Q1 | $503K | Sell |
76,360
-10,240
| -12% | -$64.6K | 0.06% | 141 |
|
|
2019
Q4 | $510K | Sell |
86,600
-1,840
| -2% | -$9.57K | 0.05% | 174 |
|
|
2019
Q3 | $385K | Buy |
88,440
+520
| +0.6% | +$2.19K | 0.04% | 190 |
|
|
2019
Q2 | $361K | Buy |
87,920
+9,120
| +12% | +$37.8K | 0.04% | 178 |
|
|
2019
Q1 | $354K | Buy |
+78,800
| New | +$306K | 0.04% | 175 |
|
|
2018
Q4 | – | Sell |
-34,320
| Closed | -$241K | – | 228 |
|
|
2018
Q3 | $241K | Buy |
34,320
+400
| +1% | +$2.6K | 0.02% | 203 |
|
|
2018
Q2 | $201K | Buy |
+33,920
| New | +$206K | 0.02% | 198 |
|
Other funds holding NVDA
Beaumont Financial Advisors's NVDA Position: Q2 2026 in Review
Beaumont Financial Advisors increased its NVIDIA (NVDA) stake by 1.7% in Q2 2026, buying an estimated $731K and bringing the position to 209,860 shares worth $42M. The position accounts for 2.67% of the portfolio, ranked #6.
Beaumont Financial Advisors first reported a position in NVDA in Q2 2018 and has held it in 32 quarters since. 5,933 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.
- Beaumont Financial Advisors held 209,860 shares of NVIDIA worth $42M as of Q2 2026.
- Beaumont Financial Advisors bought 3,555 NVIDIA shares in Q2 2026, an estimated $731K.
- NVIDIA made up 2.67% of Beaumont Financial Advisors's portfolio in Q2 2026, its #6 holding.
- Beaumont Financial Advisors first reported a position in NVIDIA in Q2 2018 and has held it in 32 quarters since.
- 5,933 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.
Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.