PBMares Wealth Management’s NVIDIA NVDA Stock Holding History

PBMares Wealth 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
2025 Q3	$2.08M	Sell	11,162 -78	-0.7%	-$13.6K	0.34%	39
2025 Q2	$1.78M	Sell	11,240 -249	-2%	-$31.3K	0.33%	39
2025 Q1	$1.25M	Sell	11,489 -5,860	-34%	-$743K	0.25%	57
2024 Q4	$2.33M	Buy	17,349 +1,248	+8%	+$172K	0.48%	32
2024 Q3	$1.96M	Sell	16,101 -1,093	-6%	-$129K	0.41%	35
2024 Q2	$2.12M	Buy	17,194 +4,294	+33%	+$434K	0.52%	31
2024 Q1	$1.17M	Buy	12,900 +7,020	+119%	+$509K	0.3%	55
2023 Q4	$291K	Buy	5,880 +360	+7%	+$16.7K	0.09%	141
2023 Q3	$240K	Buy	+5,520	New	+$247K	0.09%	146

Other funds holding NVDA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

PBMares Wealth Management's NVDA Position: Q3 2025 in Review

PBMares Wealth Management reduced its NVIDIA (NVDA) stake by 0.69% in Q3 2025, selling an estimated $13.6K and leaving 11,162 shares worth $2.08M. The position accounts for 0.34% of the portfolio, ranked #39.

PBMares Wealth Management first reported a position in NVDA in Q3 2023 and has held it in 9 quarters since. The position peaked at $2.33M in Q4 2024. 5,363 funds tracked by Wall St. Rank hold NVDA as of Q3 2025.

PBMares Wealth Management held 11,162 shares of NVIDIA worth $2.08M as of Q3 2025.
PBMares Wealth Management sold 78 NVIDIA shares in Q3 2025, an estimated $13.6K.
NVIDIA made up 0.34% of PBMares Wealth Management's portfolio in Q3 2025, its #39 holding.
PBMares Wealth Management first reported a position in NVIDIA in Q3 2023 and has held it in 9 quarters since.
PBMares Wealth Management's NVIDIA position peaked at $2.33M in Q4 2024.
5,363 funds tracked by Wall St. Rank held NVIDIA as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.