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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BWM Planning's NVDA Position: Q1 2026 in Review

BWM Planning increased its NVIDIA (NVDA) stake by 1.1% in Q1 2026, buying an estimated $6.24K and bringing the position to 3,267 shares worth $570K. The position accounts for 0.15% of the portfolio, ranked #57.

BWM Planning first reported a position in NVDA in Q2 2025 and has held it in 4 quarters since. The position peaked at $603K in Q4 2025. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • BWM Planning held 3,267 shares of NVIDIA worth $570K as of Q1 2026.
  • BWM Planning bought 34 NVIDIA shares in Q1 2026, an estimated $6.24K.
  • NVIDIA made up 0.15% of BWM Planning's portfolio in Q1 2026, its #57 holding.
  • BWM Planning first reported a position in NVIDIA in Q2 2025 and has held it in 4 quarters since.
  • BWM Planning's NVIDIA position peaked at $603K in Q4 2025.
  • 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on BWM Planning's 13F filing for Q1 2026, filed 22 Apr 2026.