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Larry Mathis Financial Planning’s NVIDIA NVDA Stock Holding History

Larry Mathis Financial Planning’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 		$1.77M Sell
8,851
-1,044
-11% -$215K 1.35% 12
2026
Q1 		$1.73M Buy
9,895
+1,001
+11% +$184K 1.55% 9
2025
Q4 		$1.66M Buy
+8,894
New +$1.66M 1.46% 8

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

Larry Mathis Financial Planning's NVDA Position: Q2 2026 in Review

Larry Mathis Financial Planning reduced its NVIDIA (NVDA) stake by 11% in Q2 2026, selling an estimated $215K and leaving 8,851 shares worth $1.77M. The position accounts for 1.35% of the portfolio, ranked #12.

Larry Mathis Financial Planning first reported a position in NVDA in Q4 2025 and has held it in 3 quarters since. 5,936 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Larry Mathis Financial Planning held 8,851 shares of NVIDIA worth $1.77M as of Q2 2026.
  • Larry Mathis Financial Planning sold 1,044 NVIDIA shares in Q2 2026, an estimated $215K.
  • NVIDIA made up 1.35% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #12 holding.
  • Larry Mathis Financial Planning first reported a position in NVIDIA in Q4 2025 and has held it in 3 quarters since.
  • 5,936 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.