BKM Wealth Management
NVDA icon

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
Q3 		$3.76M Buy
16,464
+10,407
+172% +$2.23M 1.22% 23
2026
Q2 		$1.21M Buy
6,057
+96
+2% +$19.7K 0.43% 67
2026
Q1 		$1.04M Buy
5,961
+10
+0.2% +$1.84K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

BKM Wealth Management's NVDA Position: Q3 2026 in Review

BKM Wealth Management increased its NVIDIA (NVDA) stake by 172% in Q3 2026, buying an estimated $2.23M and bringing the position to 16,464 shares worth $3.76M. The position accounts for 1.22% of the portfolio, ranked #23.

BKM Wealth Management first reported a position in NVDA in Q4 2023 and has held it in 11 quarters since. 3,682 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • BKM Wealth Management held 16,464 shares of NVIDIA worth $3.76M as of Q3 2026.
  • BKM Wealth Management bought 10,407 NVIDIA shares in Q3 2026, an estimated $2.23M.
  • NVIDIA made up 1.22% of BKM Wealth Management's portfolio in Q3 2026, its #23 holding.
  • BKM Wealth Management first reported a position in NVIDIA in Q4 2023 and has held it in 11 quarters since.
  • 3,682 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on BKM Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.