IA
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IAM Advisory’s NVIDIA NVDA Stock Holding History

IAM Advisory’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 		$4.2M Buy
20,981
+182
+0.9% +$37.4K 0.82% 22
2026
Q1 		$3.63M Sell
20,799
-1,727
-8% -$317K 0.81% 20
2025
Q4 		$4.2M Sell
22,526
-143
-0.6% -$26.6K 0.93% 17
2025
Q3 		$4.23M Sell
22,669
-31
-0.1% -$5.4K 0.95% 17
2025
Q2 		$3.59M Buy
22,700
+22
+0.1% +$2.77K 0.86% 18
2025
Q1 		$2.46M Buy
22,678
+63
+0.3% +$7.99K 0.64% 24
2024
Q4 		$3.04M Sell
22,615
-110
-0.5% -$15.2K 0.77% 21
2024
Q3 		$2.76M Sell
22,725
-536
-2% -$63.3K 0.7% 21
2024
Q2 		$2.87M Buy
23,261
+281
+1% +$28.4K 0.78% 19
2024
Q1 		$2.08M Buy
22,980
+860
+4% +$62.3K 0.57% 30
2023
Q4 		$1.1M Buy
22,120
+270
+1% +$12.5K 0.34% 44
2023
Q3 		$950K Buy
21,850
+11,680
+115% +$523K 0.33% 45
2023
Q2 		$430K Buy
10,170
+1,110
+12% +$36.9K 0.15% 64
2023
Q1 		$252K Buy
+9,060
New +$196K 0.09% 79
2022
Q2 		– Sell
-9,960
Closed -$272K – 83
2022
Q1 		$272K Buy
9,960
+620
+7% +$15.6K 0.11% 65
2021
Q4 		$256K Buy
+9,340
New +$257K 0.1% 68

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

IAM Advisory's NVDA Position: Q2 2026 in Review

IAM Advisory increased its NVIDIA (NVDA) stake by 0.88% in Q2 2026, buying an estimated $37.4K and bringing the position to 20,981 shares worth $4.2M. The position accounts for 0.82% of the portfolio, ranked #22.

IAM Advisory first reported a position in NVDA in Q4 2021 and has held it in 16 quarters since. The position peaked at $4.23M in Q3 2025. 5,955 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • IAM Advisory held 20,981 shares of NVIDIA worth $4.2M as of Q2 2026.
  • IAM Advisory bought 182 NVIDIA shares in Q2 2026, an estimated $37.4K.
  • NVIDIA made up 0.82% of IAM Advisory's portfolio in Q2 2026, its #22 holding.
  • IAM Advisory first reported a position in NVIDIA in Q4 2021 and has held it in 16 quarters since.
  • IAM Advisory's NVIDIA position peaked at $4.23M in Q3 2025.
  • 5,955 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on IAM Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.