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Leigh Baldwin & Co’s NVIDIA NVDA Stock Holding History

Leigh Baldwin & Co’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 		$7.69M Sell
38,438
-2,819
-7% -$580K 4.14% 2
2026
Q1 		$7.2M Sell
41,257
-2,377
-5% -$436K 4.66% 1
2025
Q4 		$8.14M Sell
43,634
-1,610
-4% -$300K 5.35% 1
2025
Q3 		$8.44M Buy
45,244
+76
+0.2% +$13.2K 4.75% 1
2025
Q2 		$7.14M Sell
45,168
-4,554
-9% -$573K 4.69% 1
2025
Q1 		$5.39M Buy
49,722
+1
+0% +$127 4.34% 1
2024
Q4 		$6.68M Buy
+49,721
New +$6.85M 5.63% 1

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

Leigh Baldwin & Co's NVDA Position: Q2 2026 in Review

Leigh Baldwin & Co reduced its NVIDIA (NVDA) stake by 6.8% in Q2 2026, selling an estimated $580K and leaving 38,438 shares worth $7.69M. The position accounts for 4.14% of the portfolio, ranked #2.

Leigh Baldwin & Co first reported a position in NVDA in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.44M in Q3 2025. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Leigh Baldwin & Co held 38,438 shares of NVIDIA worth $7.69M as of Q2 2026.
  • Leigh Baldwin & Co sold 2,819 NVIDIA shares in Q2 2026, an estimated $580K.
  • NVIDIA made up 4.14% of Leigh Baldwin & Co's portfolio in Q2 2026, its #2 holding.
  • Leigh Baldwin & Co first reported a position in NVIDIA in Q4 2024 and has held it in 7 quarters since.
  • Leigh Baldwin & Co's NVIDIA position peaked at $8.44M in Q3 2025.
  • 5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Leigh Baldwin & Co's 13F filing for Q2 2026, filed 13 Aug 2026.