KLCM Advisors’s NVIDIA NVDA Stock Holding History

KLCM Advisors’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	$261M	Buy	1,499,184 +14,838	+1%	+$2.72M	22.76%	1
2025 Q4	$277M	Buy	1,484,346 +41,762	+3%	+$7.77M	23.8%	1
2025 Q3	$269M	Sell	1,442,584 -170,476	-11%	-$29.7M	26.84%	1
2025 Q2	$255M	Sell	1,613,060 -81,005	-5%	-$10.2M	27.09%	1
2025 Q1	$184M	Buy	1,694,065 +50,077	+3%	+$6.35M	21.48%	1
2024 Q4	$221M	Sell	1,643,988 -4,657	-0.3%	-$642K	25.6%	1
2024 Q3	$200M	Buy	1,648,645 +3,510	+0.2%	+$415K	23.76%	1
2024 Q2	$203M	Sell	1,645,135 -1,955	-0.1%	-$198K	25.11%	1
2024 Q1	$149M	Buy	1,647,090 +147,490	+10%	+$10.7M	19.11%	1
2023 Q4	$74.3M	Buy	1,499,600 +701,220	+88%	+$32.5M	11.47%	1
2023 Q3	$34.7M	Buy	798,380 +696,670	+685%	+$31.2M	6.53%	1
2023 Q2	$4.3M	Sell	101,710 -10,100	-9%	-$335K	0.84%	31
2023 Q1	$3.11M	Sell	111,810 -150	-0.1%	-$3.25K	0.62%	40
2022 Q4	$1.64M	Buy	+111,960	New	+$1.64M	0.33%	48
2021 Q4	–	Sell	-12,800	Closed	-$265K	–	122
2021 Q3	$265K	Buy	+12,800	New	+$266K	0.06%	93

Other funds holding NVDA

BlackRock New York $5.7T 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 $1.47T 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