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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Fidelity Investments

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

Geode Capital Management

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return