Iams Wealth Management
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Iams Wealth Management’s NVIDIA NVDA Stock Holding History

Iams 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
2026
Q3 		$7.71M Buy
33,747
+2,216
+7% +$475K 2.25% 7
2026
Q2 		$6.31M Sell
31,531
-2,560
-8% -$526K 1.9% 10
2026
Q1 		$5.95M Buy
34,091
+6,500
+24% +$1.19M 2.07% 7
2025
Q4 		$5.15M Sell
27,591
-98
-0.4% -$18.2K 1.86% 8
2025
Q3 		$5.17M Buy
27,689
+3,377
+14% +$589K 2.07% 6
2025
Q2 		$3.84M Buy
24,312
+2,296
+10% +$289K 1.76% 8
2025
Q1 		$2.39M Buy
22,016
+4,502
+26% +$571K 1.09% 28
2024
Q4 		$2.35M Buy
17,514
+600
+4% +$82.7K 1.08% 26
2024
Q3 		$2.05M Sell
16,914
-4,472
-21% -$528K 1.01% 27
2024
Q2 		$2.64M Buy
21,386
+4,856
+29% +$491K 1.45% 12
2024
Q1 		$1.28M Buy
16,530
+7,450
+82% +$540K 0.78% 39
2023
Q4 		$450K Buy
9,080
+2,030
+29% +$94.1K 0.29% 88
2023
Q3 		$307K Buy
+7,050
New +$316K 0.21% 96

Other funds holding NVDA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Iams Wealth Management's NVDA Position: Q3 2026 in Review

Iams Wealth Management increased its NVIDIA (NVDA) stake by 7% in Q3 2026, buying an estimated $475K and bringing the position to 33,747 shares worth $7.71M. The position accounts for 2.25% of the portfolio, ranked #7.

Iams Wealth Management first reported a position in NVDA in Q3 2023 and has held it in 13 quarters since. 5,269 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Iams Wealth Management held 33,747 shares of NVIDIA worth $7.71M as of Q3 2026.
  • Iams Wealth Management bought 2,216 NVIDIA shares in Q3 2026, an estimated $475K.
  • NVIDIA made up 2.25% of Iams Wealth Management's portfolio in Q3 2026, its #7 holding.
  • Iams Wealth Management first reported a position in NVIDIA in Q3 2023 and has held it in 13 quarters since.
  • 5,269 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Iams Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.