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LMG Wealth Partners’s NVIDIA NVDA Stock Holding History

LMG Wealth Partners’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 		$1.69M Buy
8,456
+787
+10% +$162K 0.27% 85
2026
Q1 		$1.34M Buy
7,669
+20
+0.3% +$3.67K 0.24% 88
2025
Q4 		$1.43M Buy
7,649
+53
+0.7% +$9.87K 0.27% 84
2025
Q3 		$1.42M Sell
7,596
-112
-1% -$19.5K 0.26% 88
2025
Q2 		$1.22M Buy
7,708
+687
+10% +$86.5K 0.25% 87
2025
Q1 		$761K Buy
7,021
+1,315
+23% +$167K 0.17% 92
2024
Q4 		$766K Sell
5,706
-2,543
-31% -$351K 0.17% 89
2024
Q3 		$1M Buy
8,249
+1,662
+25% +$196K 0.23% 84
2024
Q2 		$814K Buy
6,587
+407
+7% +$41.1K 0.2% 84
2024
Q1 		$558K Buy
6,180
+380
+7% +$27.5K 0.14% 92
2023
Q4 		$287K Buy
5,800
+260
+5% +$12K 0.08% 89
2023
Q3 		$241K Buy
+5,540
New +$248K 0.07% 94

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

LMG Wealth Partners's NVDA Position: Q2 2026 in Review

LMG Wealth Partners increased its NVIDIA (NVDA) stake by 10% in Q2 2026, buying an estimated $162K and bringing the position to 8,456 shares worth $1.69M. The position accounts for 0.27% of the portfolio, ranked #85.

LMG Wealth Partners first reported a position in NVDA in Q3 2023 and has held it in 12 quarters since. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • LMG Wealth Partners held 8,456 shares of NVIDIA worth $1.69M as of Q2 2026.
  • LMG Wealth Partners bought 787 NVIDIA shares in Q2 2026, an estimated $162K.
  • NVIDIA made up 0.27% of LMG Wealth Partners's portfolio in Q2 2026, its #85 holding.
  • LMG Wealth Partners first reported a position in NVIDIA in Q3 2023 and has held it in 12 quarters since.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.