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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
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 $6.73T 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

Iams Wealth Management's NVDA Position: Q2 2026 in Review

Iams Wealth Management reduced its NVIDIA (NVDA) stake by 7.5% in Q2 2026, selling an estimated $526K and leaving 31,531 shares worth $6.31M. The position accounts for 1.9% of the portfolio, ranked #10.

Iams Wealth Management first reported a position in NVDA in Q3 2023 and has held it in 12 quarters since. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Iams Wealth Management held 31,531 shares of NVIDIA worth $6.31M as of Q2 2026.
  • Iams Wealth Management sold 2,560 NVIDIA shares in Q2 2026, an estimated $526K.
  • NVIDIA made up 1.9% of Iams Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Iams Wealth Management first reported a position in NVIDIA in Q3 2023 and has held it in 12 quarters since.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.