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Montgomery Investment Management’s NVIDIA NVDA Stock Holding History

Montgomery Investment 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 		$1.21M Sell
6,071
-299
-5% -$61.5K 0.37% 45
2026
Q1 		$1.11M Buy
6,370
+250
+4% +$45.9K 0.38% 44
2025
Q4 		$1.14M Hold
6,120
– – 0.41% 41
2025
Q3 		$1.14M Buy
6,120
+200
+3% +$34.9K 0.4% 42
2025
Q2 		$935K Buy
5,920
+800
+16% +$101K 0.36% 44
2025
Q1 		$555K Buy
5,120
+310
+6% +$39.3K 0.22% 58
2024
Q4 		$646K Buy
4,810
+10
+0.2% +$1.38K 0.25% 51
2024
Q3 		$583K Hold
4,800
– – 0.21% 54
2024
Q2 		$593K Hold
4,800
– – 0.23% 50
2024
Q1 		$434K Hold
4,800
– – 0.17% 61
2023
Q4 		$238K Hold
4,800
– – 0.07% 82
2023
Q3 		$209K Sell
4,800
-1,200
-20% -$53.8K 0.07% 85
2023
Q2 		$254K Buy
+6,000
New +$199K 0.09% 77

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
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
P
PensionDanmark Copenhagen O, Denmark $12B AUM
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Montgomery Investment Management's NVDA Position: Q2 2026 in Review

Montgomery Investment Management reduced its NVIDIA (NVDA) stake by 4.7% in Q2 2026, selling an estimated $61.5K and leaving 6,071 shares worth $1.21M. The position accounts for 0.37% of the portfolio, ranked #45.

Montgomery Investment Management first reported a position in NVDA in Q2 2023 and has held it in 13 quarters since. 1,001 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Montgomery Investment Management held 6,071 shares of NVIDIA worth $1.21M as of Q2 2026.
  • Montgomery Investment Management sold 299 NVIDIA shares in Q2 2026, an estimated $61.5K.
  • NVIDIA made up 0.37% of Montgomery Investment Management's portfolio in Q2 2026, its #45 holding.
  • Montgomery Investment Management first reported a position in NVIDIA in Q2 2023 and has held it in 13 quarters since.
  • 1,001 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Montgomery Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.