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BWM Planning’s NVIDIA NVDA Stock Holding History

BWM Planning’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 		$940K Buy
4,699
+1,432
+44% +$294K 0.22% 49
2026
Q1 		$570K Buy
3,267
+34
+1% +$6.24K 0.15% 57
2025
Q4 		$603K Buy
3,233
+1,194
+59% +$222K 0.16% 58
2025
Q3 		$381K Buy
2,039
+515
+34% +$89.8K 0.11% 65
2025
Q2 		$241K Buy
+1,524
New +$192K 0.08% 75

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

BWM Planning's NVDA Position: Q2 2026 in Review

BWM Planning increased its NVIDIA (NVDA) stake by 44% in Q2 2026, buying an estimated $294K and bringing the position to 4,699 shares worth $940K. The position accounts for 0.22% of the portfolio, ranked #49.

BWM Planning first reported a position in NVDA in Q2 2025 and has held it in 5 quarters since. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • BWM Planning held 4,699 shares of NVIDIA worth $940K as of Q2 2026.
  • BWM Planning bought 1,432 NVIDIA shares in Q2 2026, an estimated $294K.
  • NVIDIA made up 0.22% of BWM Planning's portfolio in Q2 2026, its #49 holding.
  • BWM Planning first reported a position in NVIDIA in Q2 2025 and has held it in 5 quarters since.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on BWM Planning's 13F filing for Q2 2026, filed 23 Jul 2026.