NVDA β€” NVIDIA CORPORATION

Ownership history in McBroom & Associates, LLC  Β·  17 quarters on record

AI Ownership Summary

McBroom & Associates, LLC reported NVIDIA CORPORATION (NVDA) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 12.14% in 2024 Q2. The latest visible filing shows NVDA at 9.96% 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 McBroom & Associates, LLC'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 9.96% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
12.14% in 2024 Q2

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.

How McBroom & Associates, LLC held NVDA β€” position size vs. price
% of Fund (quarterly)    NVDA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 109,861 -5,917 -5.1% 9.96% $20.5M 2026-02-14 (Est.) $182.80
2025 Q3 REDUCED 115,778 -8,373 -6.7% 10.27% $21.6M 2025-10-29 $207.02
2025 Q2 UNCHANGED 124,151 β€” 0% 7.70% $13.5M 2025-08-05 $178.23
2025 Q1 REDUCED 124,151 -20,446 -14.1% 7.70% $13.5M 2025-04-17 $101.47
2024 Q4 REDUCED 144,597 -8,469 -5.5% 10.98% $19.4M 2025-01-29 $123.66
2024 Q3 REDUCED 153,066 -3,735 -2.4% 11.37% $18.6M 2024-10-18 $137.95
2024 Q2 ADDED 156,801 +140,626 +869.4% 12.14% $19.4M 2024-08-07 $98.86
2024 Q1 REDUCED 16,175 -2,453 -13.2% 9.62% $14.6M 2024-04-16 $87.37
2023 Q4 REDUCED 18,628 -628 -3.3% 6.72% $9.2M 2024-01-08 $52.22
8 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About McBroom & Associates, 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 McBroom & Associates, LLC reported owning NVDA?

McBroom & Associates, LLC reported NVDA across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported NVDA position in McBroom & Associates, LLC's portfolio?

The largest reported portfolio weight for NVDA was 12.14% in 2024 Q2.

What is the latest reported NVDA position on this page?

The most recent filing on this page is 2025 Q4, when McBroom & Associates, LLC reported 109,861 shares, equal to 9.96% of portfolio, with an estimated market value of $20.5M.

What does the chart on this NVDA ownership page compare?

The chart compares McBroom & Associates, 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.

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