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MBM Wealth Consultants’s NVIDIA NVDA Stock Holding History

MBM Wealth Consultants’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 		$3.25M Buy
16,242
+810
+5% +$167K 0.63% 23
2026
Q1 		$2.69M Buy
15,432
+479
+3% +$87.9K 0.62% 22
2025
Q4 		$2.79M Buy
14,953
+371
+3% +$69.1K 0.66% 20
2025
Q3 		$2.72M Sell
14,582
-2,802
-16% -$488K 0.68% 20
2025
Q2 		$2.75M Buy
17,384
+1,129
+7% +$142K 0.74% 20
2025
Q1 		$1.76M Sell
16,255
-17
-0.1% -$2.15K 0.52% 27
2024
Q4 		$2.25M Sell
16,272
-32
-0.2% -$4.41K 0.67% 20
2024
Q3 		$1.98M Buy
16,304
+782
+5% +$92.4K 0.62% 22
2024
Q2 		$2.04M Sell
15,522
-2,678
-15% -$271K 0.7% 20
2024
Q1 		$1.64M Sell
18,200
-5,190
-22% -$376K 0.58% 23
2023
Q4 		$1.46M Buy
23,390
+20
+0.1% +$927 0.55% 22
2023
Q3 		$1.06M Sell
23,370
-16,510
-41% -$740K 0.46% 27
2023
Q2 		$1.75M Buy
39,880
+2,910
+8% +$96.6K 0.75% 20
2023
Q1 		$1.11M Hold
36,970
– – 0.45% 26
2022
Q4 		$529K Buy
36,970
+2,180
+6% +$32K 0.24% 51
2022
Q3 		$435K Buy
34,790
+12,740
+58% +$201K 0.21% 53
2022
Q2 		$334K Buy
22,050
+2,500
+13% +$47.2K 0.16% 65
2022
Q1 		$533K Buy
19,550
+19,350
+9,675% +$485K 0.22% 58
2021
Q4 		$6K Buy
+200
New +$5.5K ﹤0.01% 245

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

MBM Wealth Consultants's NVDA Position: Q2 2026 in Review

MBM Wealth Consultants increased its NVIDIA (NVDA) stake by 5.2% in Q2 2026, buying an estimated $167K and bringing the position to 16,242 shares worth $3.25M. The position accounts for 0.63% of the portfolio, ranked #23.

MBM Wealth Consultants first reported a position in NVDA in Q4 2021 and has held it in 19 quarters since. 5,955 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • MBM Wealth Consultants held 16,242 shares of NVIDIA worth $3.25M as of Q2 2026.
  • MBM Wealth Consultants bought 810 NVIDIA shares in Q2 2026, an estimated $167K.
  • NVIDIA made up 0.63% of MBM Wealth Consultants's portfolio in Q2 2026, its #23 holding.
  • MBM Wealth Consultants first reported a position in NVIDIA in Q4 2021 and has held it in 19 quarters since.
  • 5,955 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.