Campbell Wealth Management’s NVIDIA NVDA Stock Holding History

Campbell 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
2024 Q4	$1.18M	Buy	8,766 +5,668	+183%	+$781K	0.11%	26
2024 Q3	$376K	Sell	3,098 -4,612	-60%	-$545K	0.03%	43
2024 Q2	$952K	Buy	7,710 +90	+1%	+$9.1K	0.31%	13
2024 Q1	$689K	Buy	7,620 +250	+3%	+$18.1K	0.07%	35
2023 Q4	$365K	Sell	7,370 -6,710	-48%	-$311K	0.04%	41
2023 Q3	$612K	Buy	14,080 +5,480	+64%	+$246K	0.07%	32
2023 Q2	$364K	Buy	8,600 +90	+1%	+$2.99K	0.05%	41
2023 Q1	$236K	Buy	+8,510	New	+$184K	0.03%	61
2022 Q2	–	Sell	-9,780	Closed	-$267K	–	69
2022 Q1	$267K	Sell	9,780 -3,400	-26%	-$85.3K	0.03%	57
2021 Q4	$388K	Buy	+13,180	New	+$363K	0.04%	41
2020 Q3	–	Sell	-5,760	Closed	-$55K	–	254
2020 Q2	$55K	Buy	+5,760	New	+$46.6K	0.01%	141

Other funds holding NVDA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Campbell Wealth Management's NVDA Position: Q4 2024 in Review

Campbell Wealth Management increased its NVIDIA (NVDA) stake by 183% in Q4 2024, buying an estimated $781K and bringing the position to 8,766 shares worth $1.18M. The position accounts for 0.11% of the portfolio, ranked #26.

Campbell Wealth Management first reported a position in NVDA in Q2 2020 and has held it in 11 quarters since. 5,192 funds tracked by Wall St. Rank hold NVDA as of Q4 2024.

Campbell Wealth Management held 8,766 shares of NVIDIA worth $1.18M as of Q4 2024.
Campbell Wealth Management bought 5,668 NVIDIA shares in Q4 2024, an estimated $781K.
NVIDIA made up 0.11% of Campbell Wealth Management's portfolio in Q4 2024, its #26 holding.
Campbell Wealth Management first reported a position in NVIDIA in Q2 2020 and has held it in 11 quarters since.
5,192 funds tracked by Wall St. Rank held NVIDIA as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.