Beck Mack & Oliver’s NVIDIA NVDA Stock Holding History

Beck Mack & Oliver’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	$2.1M	Sell	12,021 -160	-1%	-$29.4K	0.04%	90
2025 Q4	$2.27M	Buy	12,181 +5,310	+77%	+$988K	0.04%	87
2025 Q3	$1.28M	Sell	6,871 -63	-0.9%	-$11K	0.02%	100
2025 Q2	$1.1M	Buy	6,934 +848	+14%	+$107K	0.02%	104
2025 Q1	$660K	Sell	6,086 -1,450	-19%	-$184K	0.01%	123
2024 Q4	$1.01M	Buy	7,536 +212	+3%	+$29.2K	0.02%	105
2024 Q3	$889K	Buy	7,324 +924	+14%	+$109K	0.02%	112
2024 Q2	$791K	Buy	6,400 +400	+7%	+$40.4K	0.02%	113
2024 Q1	$542K	Hold	6,000	–	–	0.01%	122
2023 Q4	$297K	Hold	6,000	–	–	0.01%	150
2023 Q3	$261K	Hold	6,000	–	–	0.01%	145
2023 Q2	$254K	Buy	+6,000	New	+$199K	0.01%	151

Other funds holding NVDA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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 New York $1.56T AUM 27.86% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Beck Mack & Oliver's NVDA Position: Q1 2026 in Review

Beck Mack & Oliver reduced its NVIDIA (NVDA) stake by 1.3% in Q1 2026, selling an estimated $29.4K and leaving 12,021 shares worth $2.1M. The position accounts for 0.04% of the portfolio, ranked #90.

Beck Mack & Oliver first reported a position in NVDA in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.27M in Q4 2025. 5,828 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Beck Mack & Oliver held 12,021 shares of NVIDIA worth $2.1M as of Q1 2026.
Beck Mack & Oliver sold 160 NVIDIA shares in Q1 2026, an estimated $29.4K.
NVIDIA made up 0.04% of Beck Mack & Oliver's portfolio in Q1 2026, its #90 holding.
Beck Mack & Oliver first reported a position in NVIDIA in Q2 2023 and has held it in 12 quarters since.
Beck Mack & Oliver's NVIDIA position peaked at $2.27M in Q4 2025.
5,828 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Beck Mack & Oliver's 13F filing for Q1 2026, filed 12 May 2026.