NVIDIA CORP · CUSIP 67066G104 · CIK 1846310
As of 2026-06-30, Palumbo Wealth Management LLC reported 65.34K NVDA (shares), valued at $13.07M, or 2.74% of its reported non-derivative portfolio. Filed 2026-08-12.
Verify history & sources →Shares decreased 0.42%; reported value increased 14.25%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.74% | 65,340 | SEC filing ↗Filed Aug 12, 2026 |
| Q1 2026 | 2.79% | 65,618 | SEC filing ↗Filed May 12, 2026 |
| Q4 2025 | 2.61% | 56,779 | SEC filing ↗Filed Jan 21, 2026 |
| Q3 2025 | 2.46% | 55,924 | SEC filing ↗Filed Nov 10, 2025 |
| Q2 2025 | 2.41% | 49,300 | SEC filing ↗Filed Jul 15, 2025 |
| Q1 2025 | 1.51% | 41,564 | SEC filing ↗Filed Apr 22, 2025 |
| Q4 2024 | 1.43% | 28,618 | SEC filing ↗Filed Jan 30, 2025 |
| Q3 2024 | 1.36% | 28,888 | SEC filing ↗Filed Oct 28, 2024 |
| Q2 2024 | 1.46% | 27,964 | SEC filing ↗Filed Aug 2, 2024 |
| Q1 2024 | 1.38% | 3,415 | SEC filing ↗Filed Apr 15, 2024 |
| Q4 2023 | 0.71% | 2,816 | SEC filing ↗Filed Jan 22, 2024 |
| Q3 2023 | 0.67% | 2,797 | SEC filing ↗Filed Oct 16, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.67% | 2,797 | $1.22M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 16, 2023 |
| Q4 2023 | 0.71% | 2,816 | $1.39M | Shares increased 0.68%; reported value increased 14.63%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 22, 2024 |
| Q1 2024 | 1.38% | 3,415 | $3.09M | Shares increased 21.27%; reported value increased 121.27%, and weight changed +0.67 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 15, 2024 |
| Q2 2024 | 1.46% | 27,964 | $3.45M | Shares increased 718.86%; reported value increased 11.96%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 2, 2024 |
| Q3 2024 | 1.36% | 28,888 | $3.51M | Shares increased 3.30%; reported value increased 1.55%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 28, 2024 |
| Q4 2024 | 1.43% | 28,618 | $3.84M | Shares decreased 0.93%; reported value increased 9.55%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 30, 2025 |
| Q1 2025 | 1.51% | 41,564 | $4.50M | Shares increased 45.24%; reported value increased 17.22%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 22, 2025 |
| Q2 2025 | 2.41% | 49,300 | $7.79M | Shares increased 18.61%; reported value increased 72.91%, and weight changed +0.90 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 15, 2025 |
| Q3 2025 | 2.46% | 55,924 | $8.98M | Shares increased 13.44%; reported value increased 15.30%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 10, 2025 |
| Q4 2025 | 2.61% | 56,779 | $10.59M | Shares increased 1.53%; reported value increased 17.91%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2026 |
| Q1 2026 | 2.79% | 65,618 | $11.44M | Shares increased 15.57%; reported value increased 8.07%, and weight changed +0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2026 |
| Q2 2026 | 2.74% | 65,340 | $13.07M | Shares decreased 0.42%; reported value increased 14.25%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.