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LWM Advisory Services’s NVIDIA NVDA Stock Holding History

LWM Advisory Services’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 		$1.85M Sell
9,235
-6,599
-42% -$1.36M 3.3% 4
2026
Q1 		$2.79M Sell
15,834
-9,932
-39% -$1.82M 2.98% 10
2025
Q4 		$4.81M Sell
25,766
-530
-2% -$98.7K 2.82% 8
2025
Q3 		$4.9M Buy
26,296
+302
+1% +$52.6K 2.86% 9
2025
Q2 		$4.11M Sell
25,994
-1,551
-6% -$195K 2.83% 11
2025
Q1 		$3M Buy
27,545
+1,435
+5% +$182K 2.08% 15
2024
Q4 		$3.53M Sell
26,110
-1,015
-4% -$140K 2.46% 11
2024
Q3 		$3.29M Buy
27,125
+10,113
+59% +$1.19M 2.44% 9
2024
Q2 		$2.1M Sell
17,012
-5,868
-26% -$593K 1.76% 16
2024
Q1 		$2.07M Buy
22,880
+2,680
+13% +$194K 1.66% 15
2023
Q4 		$1M Buy
20,200
+250
+1% +$11.6K 0.88% 23
2023
Q3 		$875K Sell
19,950
-230
-1% -$10.3K 0.94% 23
2023
Q2 		$855K Buy
20,180
+240
+1% +$7.97K 0.9% 21
2023
Q1 		$552K Sell
19,940
-390
-2% -$8.44K 0.59% 34
2022
Q4 		$316K Sell
20,330
-17,280
-46% -$253K 0.35% 59
2022
Q3 		$481K Sell
37,610
-10,340
-22% -$163K 0.54% 56
2022
Q2 		$726K Sell
47,950
-6,690
-12% -$126K 0.87% 26
2022
Q1 		$1.49M Buy
54,640
+4,110
+8% +$103K 1.85% 7
2021
Q4 		$1.49M Buy
+50,530
New +$1.39M 1.84% 8

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 $3.38T AUM 44.17% 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

LWM Advisory Services's NVDA Position: Q2 2026 in Review

LWM Advisory Services reduced its NVIDIA (NVDA) stake by 42% in Q2 2026, selling an estimated $1.36M and leaving 9,235 shares worth $1.85M. The position accounts for 3.3% of the portfolio, ranked #4.

LWM Advisory Services first reported a position in NVDA in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.9M in Q3 2025. 5,991 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • LWM Advisory Services held 9,235 shares of NVIDIA worth $1.85M as of Q2 2026.
  • LWM Advisory Services sold 6,599 NVIDIA shares in Q2 2026, an estimated $1.36M.
  • NVIDIA made up 3.3% of LWM Advisory Services's portfolio in Q2 2026, its #4 holding.
  • LWM Advisory Services first reported a position in NVIDIA in Q4 2021 and has held it in 19 quarters since.
  • LWM Advisory Services's NVIDIA position peaked at $4.9M in Q3 2025.
  • 5,991 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on LWM Advisory Services's 13F filing for Q2 2026, filed 3 Aug 2026.