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John Armitage’s NVIDIA NVDA Stock Holding History

John Armitage’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 		$684M Buy
3,417,950
+742,932
+28% +$153M 6.61% 6
2026
Q1 		$467M Buy
+2,675,018
New +$491M 5.18% 8
2017
Q1 		– Sell
-32,284,720
Closed -$86.2M – 29
2016
Q4 		$86.2M Sell
32,284,720
-51,170,760
-61% -$107M 1.05% 23
2016
Q3 		$143M Sell
83,455,480
-106,589,160
-56% -$157M 1.62% 20
2016
Q2 		$223M Buy
190,044,640
+64,672,640
+52% +$66.7M 2.51% 19
2016
Q1 		$112M Buy
+125,372,000
New +$95.6M 1.06% 26

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

John Armitage's NVDA Position: Q2 2026 in Review

John Armitage increased its NVIDIA (NVDA) stake by 28% in Q2 2026, buying an estimated $153M and bringing the position to 3,417,950 shares worth $684M. The position accounts for 6.61% of the portfolio, ranked #6.

John Armitage first reported a position in NVDA in Q1 2016 and has held it in 6 quarters since. 5,937 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • John Armitage held 3,417,950 shares of NVIDIA worth $684M as of Q2 2026.
  • John Armitage bought 742,932 NVIDIA shares in Q2 2026, an estimated $153M.
  • NVIDIA made up 6.61% of John Armitage's portfolio in Q2 2026, its #6 holding.
  • John Armitage first reported a position in NVIDIA in Q1 2016 and has held it in 6 quarters since.
  • 5,937 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Egerton Capital (UK)'s 13F filing for Q2 2026, filed 21 Jul 2026.