BCM
NVDA icon

Birmingham Capital Management’s NVIDIA NVDA Stock Holding History

Birmingham Capital Management’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 		$3.53M Buy
17,625
+200
+1% +$41.1K 1.34% 24
2026
Q1 		$3.04M Buy
17,425
+200
+1% +$36.7K 1.28% 25
2025
Q4 		$3.21M Sell
17,225
-525
-3% -$97.7K 1.42% 22
2025
Q3 		$3.31M Sell
17,750
-500
-3% -$87.2K 1.52% 22
2025
Q2 		$2.88M Sell
18,250
-3,750
-17% -$472K 1.27% 28
2025
Q1 		$2.38M Sell
22,000
-4,500
-17% -$570K 0.9% 35
2024
Q4 		$3.56M Sell
26,500
-1,250
-5% -$172K 1.32% 27
2024
Q3 		$3.37M Sell
27,750
-4,625
-14% -$546K 1.23% 27
2024
Q2 		$4M Buy
32,375
+3,675
+13% +$372K 1.56% 24
2024
Q1 		$2.59M Sell
28,700
-6,350
-18% -$460K 0.95% 33
2023
Q4 		$1.74M Sell
35,050
-2,850
-8% -$132K 0.69% 42
2023
Q3 		$1.65M Buy
37,900
+7,150
+23% +$320K 0.68% 41
2023
Q2 		$1.3M Sell
30,750
-11,000
-26% -$365K 0.54% 43
2023
Q1 		$1.16M Hold
41,750
– – 0.46% 48
2022
Q4 		$610K Buy
41,750
+2,750
+7% +$40.3K 0.23% 74
2022
Q3 		$473K Buy
39,000
+6,840
+21% +$108K 0.21% 81
2022
Q2 		$488K Sell
32,160
-2,000
-6% -$37.7K 0.19% 79
2022
Q1 		$932K Buy
34,160
+2,000
+6% +$50.2K 0.32% 63
2021
Q4 		$946K Sell
32,160
-2,000
-6% -$55K 0.34% 64
2021
Q3 		$708K Sell
34,160
-3,680
-10% -$76.4K 0.27% 71
2021
Q2 		$757K Buy
37,840
+680
+2% +$10.9K 0.28% 71
2021
Q1 		$496K Hold
37,160
– – 0.19% 76
2020
Q4 		$485K Buy
37,160
+560
+2% +$7.5K 0.2% 75
2020
Q3 		$495K Sell
36,600
-1,200
-3% -$14K 0.23% 75
2020
Q2 		$359K Buy
37,800
+7,000
+23% +$56.6K 0.17% 78
2020
Q1 		$203K Buy
+30,800
New +$194K 0.11% 88

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

Birmingham Capital Management's NVDA Position: Q2 2026 in Review

Birmingham Capital Management increased its NVIDIA (NVDA) stake by 1.1% in Q2 2026, buying an estimated $41.1K and bringing the position to 17,625 shares worth $3.53M. The position accounts for 1.34% of the portfolio, ranked #24.

Birmingham Capital Management first reported a position in NVDA in Q1 2020 and has held it in 26 quarters since. The position peaked at $4M in Q2 2024. 5,930 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Birmingham Capital Management held 17,625 shares of NVIDIA worth $3.53M as of Q2 2026.
  • Birmingham Capital Management bought 200 NVIDIA shares in Q2 2026, an estimated $41.1K.
  • NVIDIA made up 1.34% of Birmingham Capital Management's portfolio in Q2 2026, its #24 holding.
  • Birmingham Capital Management first reported a position in NVIDIA in Q1 2020 and has held it in 26 quarters since.
  • Birmingham Capital Management's NVIDIA position peaked at $4M in Q2 2024.
  • 5,930 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Birmingham Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.