LMKC
NVDA icon

L.M. Kohn & Company’s NVIDIA NVDA Stock Holding History

L.M. Kohn & Company’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
2025
Q3 		$2.17M Sell
11,605
-145,020
-93% -$25.3M 2.6% 7
2025
Q2 		$24.7M Sell
156,625
-25,234
-14% -$3.18M 6.67% 2
2025
Q1 		$19.7M Sell
181,859
-3,922
-2% -$497K 5.15% 2
2024
Q4 		$24.9M Sell
185,781
-188
-0.1% -$25.9K 6.46% 2
2024
Q3 		$22.6M Buy
185,969
+3,950
+2% +$467K 5.73% 2
2024
Q2 		$22.5M Buy
182,019
+1,879
+1% +$190K 6.09% 2
2024
Q1 		$16.3M Buy
180,140
+3,020
+2% +$219K 4.57% 4
2023
Q4 		$8.77M Buy
177,120
+890
+0.5% +$41.2K 2.8% 8
2023
Q3 		$7.67M Buy
176,230
+1,680
+1% +$75.3K 2.8% 7
2023
Q2 		$7.38M Buy
174,550
+9,930
+6% +$330K 2.79% 5
2023
Q1 		$4.57M Buy
164,620
+7,620
+5% +$165K 1.9% 7
2022
Q4 		$2.29M Sell
157,000
-10,840
-6% -$159K 1.07% 18
2022
Q3 		$2.04M Sell
167,840
-3,070
-2% -$48.5K 1% 18
2022
Q2 		$2.59M Buy
170,910
+2,500
+1% +$47.2K 1.21% 13
2022
Q1 		$4.6M Buy
+168,410
New +$4.22M 1.77% 8

Other funds holding NVDA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

L.M. Kohn & Company's NVDA Position: Q3 2025 in Review

L.M. Kohn & Company reduced its NVIDIA (NVDA) stake by 93% in Q3 2025, selling an estimated $25.3M and leaving 11,605 shares worth $2.17M. The position accounts for 2.6% of the portfolio, ranked #7.

L.M. Kohn & Company first reported a position in NVDA in Q1 2022 and has held it in 15 quarters since. The position peaked at $24.9M in Q4 2024. 5,365 funds tracked by Wall St. Rank hold NVDA as of Q3 2025.

  • L.M. Kohn & Company held 11,605 shares of NVIDIA worth $2.17M as of Q3 2025.
  • L.M. Kohn & Company sold 145,020 NVIDIA shares in Q3 2025, an estimated $25.3M.
  • NVIDIA made up 2.6% of L.M. Kohn & Company's portfolio in Q3 2025, its #7 holding.
  • L.M. Kohn & Company first reported a position in NVIDIA in Q1 2022 and has held it in 15 quarters since.
  • L.M. Kohn & Company's NVIDIA position peaked at $24.9M in Q4 2024.
  • 5,365 funds tracked by Wall St. Rank held NVIDIA as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.