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BXM Wealth’s NVIDIA NVDA Stock Holding History

BXM Wealth’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 		$3.78M Buy
18,869
+5,810
+44% +$1.19M 2.05% 8
2026
Q1 		$2.28M Sell
13,059
-122,265
-90% -$22.4M 1.75% 14
2025
Q4 		$2.28M Buy
135,324
+118,824
+720% +$22.1M 1.76% 15
2025
Q3 		$3.08M Buy
16,500
+5,181
+46% +$903K 2.92% 4
2025
Q2 		$1.79M Sell
11,319
-3,902
-26% -$491K 2.12% 10
2025
Q1 		$1.65M Buy
15,221
+2,304
+18% +$292K 1.98% 13
2024
Q4 		$1.73M Buy
+12,917
New +$1.78M 2.43% 9

Other funds holding NVDA

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DACG
Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

BXM Wealth's NVDA Position: Q2 2026 in Review

BXM Wealth increased its NVIDIA (NVDA) stake by 44% in Q2 2026, buying an estimated $1.19M and bringing the position to 18,869 shares worth $3.78M. The position accounts for 2.05% of the portfolio, ranked #8.

BXM Wealth first reported a position in NVDA in Q4 2024 and has held it in 7 quarters since. 2,033 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • BXM Wealth held 18,869 shares of NVIDIA worth $3.78M as of Q2 2026.
  • BXM Wealth bought 5,810 NVIDIA shares in Q2 2026, an estimated $1.19M.
  • NVIDIA made up 2.05% of BXM Wealth's portfolio in Q2 2026, its #8 holding.
  • BXM Wealth first reported a position in NVIDIA in Q4 2024 and has held it in 7 quarters since.
  • 2,033 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.