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Kimelman & Baird’s NVIDIA NVDA Stock Holding History

Kimelman & Baird’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 		$16.8M Sell
83,945
-175
-0.2% -$36K 1.24% 28
2026
Q1 		$14.7M Buy
84,120
+16,361
+24% +$3M 1.21% 30
2025
Q4 		$12.6M Buy
67,759
+8,386
+14% +$1.56M 0.97% 31
2025
Q3 		$11.1M Buy
59,373
+2,202
+4% +$384K 0.87% 31
2025
Q2 		$9.03M Buy
57,171
+1,122
+2% +$141K 0.74% 33
2025
Q1 		$6.07M Buy
56,049
+2,716
+5% +$344K 0.52% 36
2024
Q4 		$7.16M Buy
53,333
+1,910
+4% +$263K 0.57% 36
2024
Q3 		$6.24M Buy
51,423
+44,834
+680% +$5.3M 0.5% 40
2024
Q2 		$814K Buy
+6,589
New +$666K 0.07% 80
2018
Q4 		– Sell
-43,600
Closed -$306K – 104
2018
Q3 		$306K Sell
43,600
-2,000
-4% -$13K 0.04% 89
2018
Q2 		$270K Buy
+45,600
New +$277K 0.04% 94
2017
Q4 		$230K Buy
+47,600
New +$236K 0.03% 105

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

Kimelman & Baird's NVDA Position: Q2 2026 in Review

Kimelman & Baird reduced its NVIDIA (NVDA) stake by 0.21% in Q2 2026, selling an estimated $36K and leaving 83,945 shares worth $16.8M. The position accounts for 1.24% of the portfolio, ranked #28.

Kimelman & Baird first reported a position in NVDA in Q4 2017 and has held it in 12 quarters since. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Kimelman & Baird held 83,945 shares of NVIDIA worth $16.8M as of Q2 2026.
  • Kimelman & Baird sold 175 NVIDIA shares in Q2 2026, an estimated $36K.
  • NVIDIA made up 1.24% of Kimelman & Baird's portfolio in Q2 2026, its #28 holding.
  • Kimelman & Baird first reported a position in NVIDIA in Q4 2017 and has held it in 12 quarters since.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Kimelman & Baird's 13F filing for Q2 2026, filed 5 Aug 2026.