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Lummis Asset Management’s NVIDIA NVDA Stock Holding History

Lummis Asset 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 		$99.4K Buy
497
+69
+16% +$14.2K 0.06% 73
2026
Q1 		$74.6K Hold
428
– – 0.04% 78
2025
Q4 		$79.8K Buy
428
+28
+7% +$5.21K 0.05% 76
2025
Q3 		$74.6K Hold
400
– – 0.05% 77
2025
Q2 		$63.2K Hold
400
– – 0.04% 75
2025
Q1 		$43.4K Hold
400
– – 0.03% 87
2024
Q4 		$53.7K Hold
400
– – 0.07% 56
2024
Q3 		$48.6K Hold
400
– – 0.06% 64
2024
Q2 		$49.4K Hold
400
– – 0.07% 58
2024
Q1 		$36.1K Hold
400
– – 0.05% 65
2023
Q4 		$19.8K Buy
+400
New +$18.5K 0.02% 104

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

Lummis Asset Management's NVDA Position: Q2 2026 in Review

Lummis Asset Management increased its NVIDIA (NVDA) stake by 16% in Q2 2026, buying an estimated $14.2K and bringing the position to 497 shares worth $99.4K. The position accounts for 0.06% of the portfolio, ranked #73.

Lummis Asset Management first reported a position in NVDA in Q4 2023 and has held it in 11 quarters since. 5,932 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Lummis Asset Management held 497 shares of NVIDIA worth $99.4K as of Q2 2026.
  • Lummis Asset Management bought 69 NVIDIA shares in Q2 2026, an estimated $14.2K.
  • NVIDIA made up 0.06% of Lummis Asset Management's portfolio in Q2 2026, its #73 holding.
  • Lummis Asset Management first reported a position in NVIDIA in Q4 2023 and has held it in 11 quarters since.
  • 5,932 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Lummis Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.