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LWM Advisors’s NVIDIA NVDA Stock Holding History

LWM 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 		$308K Hold
1,538
– – 0.23% 30
2026
Q1 		$268K Hold
1,538
– – 0.23% 30
2025
Q4 		$287K Hold
1,538
– – 0.25% 27
2025
Q3 		$287K Sell
1,538
-5
-0.3% -$872 0.26% 26
2025
Q2 		$244K Buy
+1,543
New +$194K 0.23% 27

Other funds holding NVDA

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

LWM Advisors's NVDA Position: Q2 2026 in Review

LWM Advisors held its NVIDIA (NVDA) position steady in Q2 2026 at 1,538 shares worth $308K. The position accounts for 0.23% of the portfolio, ranked #30.

LWM Advisors first reported a position in NVDA in Q2 2025 and has held it in 5 quarters since. 1,237 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • LWM Advisors held 1,538 shares of NVIDIA worth $308K as of Q2 2026.
  • LWM Advisors left its NVIDIA share count unchanged in Q2 2026.
  • NVIDIA made up 0.23% of LWM Advisors's portfolio in Q2 2026, its #30 holding.
  • LWM Advisors first reported a position in NVIDIA in Q2 2025 and has held it in 5 quarters since.
  • 1,237 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on LWM Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.