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LM Advisors’s NVIDIA NVDA Stock Holding History

LM 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
Q2 		$7.46M Buy
37,422
+30,968
+480% +$6.37M 0.86% 22
2026
Q1 		$37K Sell
6,454
-279
-4% -$51.2K 0.59% 48
2025
Q4 		$36.1K Sell
6,733
-29,486
-81% -$5.49M 0.65% 43
2025
Q3 		$6.76M Buy
36,219
+1,855
+5% +$323K 0.97% 19
2025
Q2 		$5.43M Sell
34,364
-10,760
-24% -$1.35M 0.7% 20
2025
Q1 		$4.89M Buy
45,124
+13,663
+43% +$1.73M 0.88% 19
2024
Q4 		$4.22M Sell
31,461
-1
-0% -$138 0.76% 25
2024
Q3 		$3.82M Buy
31,462
+6,730
+27% +$795K 0.78% 29
2024
Q2 		$3.39M Sell
24,732
-8,858
-26% -$896K 0.6% 34
2024
Q1 		$3.04M Sell
33,590
-26,380
-44% -$1.91M 0.48% 39
2023
Q4 		$2.97M Buy
+59,970
New +$2.78M 0.6% 35

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

LM Advisors's NVDA Position: Q2 2026 in Review

LM Advisors increased its NVIDIA (NVDA) stake by 480% in Q2 2026, buying an estimated $6.37M and bringing the position to 37,422 shares worth $7.46M. The position accounts for 0.86% of the portfolio, ranked #22.

LM Advisors first reported a position in NVDA in Q4 2023 and has held it in 11 quarters since. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • LM Advisors held 37,422 shares of NVIDIA worth $7.46M as of Q2 2026.
  • LM Advisors bought 30,968 NVIDIA shares in Q2 2026, an estimated $6.37M.
  • NVIDIA made up 0.86% of LM Advisors's portfolio in Q2 2026, its #22 holding.
  • LM Advisors first reported a position in NVIDIA in Q4 2023 and has held it in 11 quarters since.
  • 5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.