BKM Wealth Management’s NVIDIA NVDA Stock Holding History

BKM Wealth 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 Q1	$1.04M	Buy	5,961 +10	+0.2%	+$1.83K	0.38%	72
2025 Q4	$1.11M	Buy	5,951 +75	+1%	+$14K	0.41%	69
2025 Q3	$1.1M	Buy	5,876 +131	+2%	+$22.8K	0.4%	70
2025 Q2	$908K	Buy	5,745 +60	+1%	+$7.55K	0.35%	74
2025 Q1	$616K	Sell	5,685 -350	-6%	-$44.4K	0.25%	93
2024 Q4	$810K	Buy	6,035 +495	+9%	+$68.2K	0.33%	77
2024 Q3	$673K	Buy	+5,540	New	+$654K	0.27%	89
2024 Q2	–	Sell	-5,510	Closed	-$498K	–	183
2024 Q1	$498K	Hold	5,510	–	–	0.21%	110
2023 Q4	$273K	Buy	+5,510	New	+$255K	0.12%	138

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

BKM Wealth Management's NVDA Position: Q1 2026 in Review

BKM Wealth Management increased its NVIDIA (NVDA) stake by 0.17% in Q1 2026, buying an estimated $1.83K and bringing the position to 5,961 shares worth $1.04M. The position accounts for 0.38% of the portfolio, ranked #72.

BKM Wealth Management first reported a position in NVDA in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.11M in Q4 2025. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

BKM Wealth Management held 5,961 shares of NVIDIA worth $1.04M as of Q1 2026.
BKM Wealth Management bought 10 NVIDIA shares in Q1 2026, an estimated $1.83K.
NVIDIA made up 0.38% of BKM Wealth Management's portfolio in Q1 2026, its #72 holding.
BKM Wealth Management first reported a position in NVIDIA in Q4 2023 and has held it in 9 quarters since.
BKM Wealth Management's NVIDIA position peaked at $1.11M in Q4 2025.
5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on BKM Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.