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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return