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Lockerman Financial Group’s NVIDIA NVDA Stock Holding History

Lockerman Financial Group’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 		$540K Sell
2,698
-118
-4% -$24.3K 0.83% 35
2026
Q1 		$491K Buy
2,816
+102
+4% +$18.7K 0.88% 35
2025
Q4 		$506K Sell
2,714
-10,180
-79% -$1.89M 0.97% 32
2025
Q3 		$2.41M Buy
12,894
+1,386
+12% +$242K 3.03% 3
2025
Q2 		$1.82M Buy
11,508
+156
+1% +$19.6K 2.45% 9
2025
Q1 		$1.23M Buy
11,352
+5
+0% +$634 1.86% 13
2024
Q4 		$1.52M Buy
11,347
+2
+0% +$276 2.59% 8
2024
Q3 		$1.38M Buy
11,345
+241
+2% +$28.5K 2.33% 8
2024
Q2 		$1.37M Buy
11,104
+4,054
+58% +$410K 2.49% 7
2024
Q1 		$637K Buy
7,050
+2,780
+65% +$201K 1.22% 21
2023
Q4 		$211K Buy
+4,270
New +$198K 0.49% 81

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

Lockerman Financial Group's NVDA Position: Q2 2026 in Review

Lockerman Financial Group reduced its NVIDIA (NVDA) stake by 4.2% in Q2 2026, selling an estimated $24.3K and leaving 2,698 shares worth $540K. The position accounts for 0.83% of the portfolio, ranked #35.

Lockerman Financial Group first reported a position in NVDA in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.41M in Q3 2025. 5,955 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Lockerman Financial Group held 2,698 shares of NVIDIA worth $540K as of Q2 2026.
  • Lockerman Financial Group sold 118 NVIDIA shares in Q2 2026, an estimated $24.3K.
  • NVIDIA made up 0.83% of Lockerman Financial Group's portfolio in Q2 2026, its #35 holding.
  • Lockerman Financial Group first reported a position in NVIDIA in Q4 2023 and has held it in 11 quarters since.
  • Lockerman Financial Group's NVIDIA position peaked at $2.41M in Q3 2025.
  • 5,955 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Lockerman Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.