NVDA β€” NVIDIA CORPORATION

Ownership history in Axim Planning & Wealth  Β·  5 quarters on record

AI Ownership Summary

Axim Planning & Wealth reported NVIDIA CORPORATION (NVDA) in 5 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.76% in 2025 Q4. The latest visible filing shows NVDA at 0.76% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NVDA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Axim Planning & Wealth's position in NVIDIA CORPORATION, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

NVDA was reported at 0.76% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.76% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Axim Planning & Wealth held NVDA β€” position size vs. price
% of Fund (quarterly)    NVDA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 3,885 +298 +8.3% 0.76% $725K 2026-02-14 (Est.) $182.80
2025 Q3 ADDED 3,587 +1,739 +94.1% 0.53% $669K 2025-11-05 $195.19
2025 Q2 REDUCED 1,848 -30 -1.6% 0.27% $292K 2025-08-06 $179.39
2025 Q1 ADDED 1,878 +1,502 +399.5% 0.18% $204K 2025-05-13 $129.90
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Axim Planning & Wealth and NVDA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Axim Planning & Wealth reported owning NVDA?

Axim Planning & Wealth reported NVDA across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported NVDA position in Axim Planning & Wealth's portfolio?

The largest reported portfolio weight for NVDA was 0.76% in 2025 Q4.

What is the latest reported NVDA position on this page?

The most recent filing on this page is 2025 Q4, when Axim Planning & Wealth reported 3,885 shares, equal to 0.76% of portfolio, with an estimated market value of $725K.

What does the chart on this NVDA ownership page compare?

The chart compares Axim Planning & Wealth's quarterly NVDA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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