LOWERY THOMAS, LLC NVDA — NVIDIA CORPORATION COM

Ownership history in LOWERY THOMAS, LLC  ·  12 quarters on record

AI Ownership Summary

LOWERY THOMAS, LLC reported NVIDIA CORPORATION COM (NVDA) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.72% in 2025 Q3. The latest visible filing shows NVDA at 0.72% 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 LOWERY THOMAS, LLC's position in NVIDIA CORPORATION COM, 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 0.72% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.72% in 2025 Q3

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

Time in book
Holding Window
2023 Q4 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.

NVDA stock page LOWERY THOMAS, LLC fund profile LOWERY THOMAS, LLC full holdings
How LOWERY THOMAS, LLC held NVDA — position size vs. price
% of Fund (quarterly)    NVDA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 6,791 +138 +2.1% 0.72% $1.3M 2026-02-14 (Est.) $182.80
2025 Q3 UNCHANGED — — — 6,653 — 0% 0.72% $1.2M 2025-11-10 $199.03
2025 Q2 ADDED — — — 6,653 +620 +10.3% 0.67% $1.1M 2025-07-18 $172.38
2025 Q1 ADDED — — — 6,033 +280 +4.9% 0.45% $654K 2025-05-05 $113.79
2024 Q4 ADDED — — — 5,753 +1 +0.0% 0.50% $773K 2025-02-07 $129.80
2024 Q3 UNCHANGED — — — 5,752 — 0% 0.47% $699K 2024-11-08 $147.57
2024 Q2 ADDED — — — 5,752 +5,196 +934.5% 0.52% $711K 2024-08-02 $107.22
2024 Q1 ADDED — — — 556 +33 +6.3% 0.38% $503K 2024-05-10 $89.83
2023 Q4 UNCHANGED — — — 523 — 0% 0.22% $259K 2024-02-05 $69.29
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding NVDA

As of 2026 Q1 — sorted by position size

Donor Advised Charitable Giving, Inc. 3Y 7Y 98.69% Ivory Union Consulting Ltd 67.51% Linden Rose Investment LLC 3Y 54.41% GHE, LLC 3Y 54.21% M & L Capital Management Ltd 50.22% Summa Corp. 45.79% Ketron Financial 44.38% MINDSET WEALTH MANAGEMENT, LLC 44.29% KIECKHEFER GROUP LLC 39.64% Nelson Capital Management, LLC 3Y 7Y 34.71%

FAQ About LOWERY THOMAS, LLC and NVDA

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

How long has LOWERY THOMAS, LLC reported owning NVDA?

LOWERY THOMAS, LLC reported NVDA across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported NVDA position in LOWERY THOMAS, LLC's portfolio?

The largest reported portfolio weight for NVDA was 0.72% in 2025 Q3.

What is the latest reported NVDA position on this page?

The most recent filing on this page is 2025 Q4, when LOWERY THOMAS, LLC reported 6,791 shares, equal to 0.72% of portfolio, with an estimated market value of $1.3M.

What does the chart on this NVDA ownership page compare?

The chart compares LOWERY THOMAS, LLC'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.

How well did LOWERY THOMAS, LLC time their NVDA position?

Based on 13F filing dates vs. subsequent NVDA price moves, LOWERY THOMAS, LLC correctly timed 6 out of 7 reported position changes (86%). The annualised alpha on NVDA relative to SPY over the holding period was +44.4%.

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