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Philip James Wealth Mangement’s NVIDIA NVDA Stock Holding History

Philip James Wealth Mangement’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
9,254
-3,058
-25% -$629K 0.21% 70
2026
Q1 		$2.15M Buy
12,312
+1,519
+14% +$279K 0.25% 63
2025
Q4 		$2.01M Sell
10,793
-716
-6% -$133K 0.23% 66
2025
Q3 		$2.15M Buy
11,509
+21
+0.2% +$3.66K 0.25% 66
2025
Q2 		$1.81M Sell
11,488
-2,317
-17% -$292K 0.23% 69
2025
Q1 		$1.5M Sell
13,805
-4,678
-25% -$593K 0.18% 70
2024
Q4 		$2.48M Buy
18,483
+634
+4% +$87.4K 0.32% 57
2024
Q3 		$2.17M Buy
17,849
+415
+2% +$49K 0.27% 55
2024
Q2 		$2.15M Buy
17,434
+174
+1% +$17.6K 1.43% 16
2024
Q1 		$1.56M Sell
17,260
-1,370
-7% -$99.3K 1.1% 18
2023
Q4 		$923K Buy
+18,630
New +$863K 0.71% 23

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

Philip James Wealth Mangement's NVDA Position: Q2 2026 in Review

Philip James Wealth Mangement reduced its NVIDIA (NVDA) stake by 25% in Q2 2026, selling an estimated $629K and leaving 9,254 shares worth $1.85M. The position accounts for 0.21% of the portfolio, ranked #70.

Philip James Wealth Mangement first reported a position in NVDA in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.48M in Q4 2024. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Philip James Wealth Mangement held 9,254 shares of NVIDIA worth $1.85M as of Q2 2026.
  • Philip James Wealth Mangement sold 3,058 NVIDIA shares in Q2 2026, an estimated $629K.
  • NVIDIA made up 0.21% of Philip James Wealth Mangement's portfolio in Q2 2026, its #70 holding.
  • Philip James Wealth Mangement first reported a position in NVIDIA in Q4 2023 and has held it in 11 quarters since.
  • Philip James Wealth Mangement's NVIDIA position peaked at $2.48M in Q4 2024.
  • 5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.