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LJI Wealth Management’s NVIDIA NVDA Stock Holding History

LJI Wealth Management’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 		$7.16M Buy
35,790
+3,448
+11% +$709K 1% 16
2026
Q1 		$5.64M Sell
32,342
-81
-0.2% -$14.9K 0.9% 17
2025
Q4 		$6.05M Sell
32,423
-716
-2% -$133K 0.92% 17
2025
Q3 		$6.18M Sell
33,139
-30
-0.1% -$5.23K 1.08% 15
2025
Q2 		$5.24M Buy
33,169
+371
+1% +$46.7K 0.91% 19
2025
Q1 		$3.55M Buy
32,798
+302
+0.9% +$38.3K 0.71% 18
2024
Q4 		$4.36M Sell
32,496
-97
-0.3% -$13.4K 0.86% 18
2024
Q3 		$3.96M Buy
32,593
+1,726
+6% +$204K 0.81% 19
2024
Q2 		$3.81M Buy
+30,867
New +$3.12M 0.84% 19
2024
Q1 		– Sell
-24,790
Closed -$1.23M – 160
2023
Q4 		$1.23M Buy
24,790
+40
+0.2% +$1.85K 0.32% 38
2023
Q3 		$1.08M Buy
24,750
+5,370
+28% +$241K 0.31% 42
2023
Q2 		$820K Buy
19,380
+1,790
+10% +$59.4K 0.24% 49
2023
Q1 		$489K Buy
+17,590
New +$381K 0.15% 71

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

LJI Wealth Management's NVDA Position: Q2 2026 in Review

LJI Wealth Management increased its NVIDIA (NVDA) stake by 11% in Q2 2026, buying an estimated $709K and bringing the position to 35,790 shares worth $7.16M. The position accounts for 1% of the portfolio, ranked #16.

LJI Wealth Management first reported a position in NVDA in Q1 2023 and has held it in 13 quarters since. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • LJI Wealth Management held 35,790 shares of NVIDIA worth $7.16M as of Q2 2026.
  • LJI Wealth Management bought 3,448 NVIDIA shares in Q2 2026, an estimated $709K.
  • NVIDIA made up 1% of LJI Wealth Management's portfolio in Q2 2026, its #16 holding.
  • LJI Wealth Management first reported a position in NVIDIA in Q1 2023 and has held it in 13 quarters since.
  • 5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.