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Balboa Wealth Partners’s Advanced Micro Devices AMD Stock Holding History

Balboa Wealth Partners’s Portfolio AMD Stock Details AMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$39.7M Sell
68,284
-14,427
-17% -$5.91M 5.4% 3
2026
Q1 		$16.8M Buy
82,711
+1,327
+2% +$283K 2.82% 6
2025
Q4 		$17.4M Sell
81,384
-739
-0.9% -$166K 2.88% 5
2025
Q3 		$13.3M Buy
82,123
+914
+1% +$147K 2.29% 6
2025
Q2 		$11.5M Buy
81,209
+403
+0.5% +$43.9K 2.31% 7
2025
Q1 		$8.3M Sell
80,806
-392
-0.5% -$43.6K 2% 8
2024
Q4 		$9.81M Buy
81,198
+352
+0.4% +$50.6K 2.24% 7
2024
Q3 		$13.3M Buy
80,846
+2,308
+3% +$351K 3.3% 5
2024
Q2 		$12.7M Buy
78,538
+2,123
+3% +$342K 3.36% 6
2024
Q1 		$13.8M Sell
76,415
-527
-0.7% -$92.1K 4.06% 4
2023
Q4 		$11.3M Sell
76,942
-1,440
-2% -$170K 3.77% 5
2023
Q3 		$8.06M Buy
78,382
+4,041
+5% +$439K 3.02% 7
2023
Q2 		$8.47M Sell
74,341
-22,250
-23% -$2.31M 2.95% 7
2023
Q1 		$9.47M Sell
96,591
-153
-0.2% -$12.5K 3.58% 5
2022
Q4 		$6.27M Buy
96,744
+1,982
+2% +$131K 2.82% 6
2022
Q3 		$6M Buy
+94,762
New +$8.07M 2.64% 6

Other funds holding AMD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Balboa Wealth Partners's AMD Position: Q2 2026 in Review

Balboa Wealth Partners reduced its Advanced Micro Devices (AMD) stake by 17% in Q2 2026, selling an estimated $5.91M and leaving 68,284 shares worth $39.7M. The position accounts for 5.4% of the portfolio, ranked #3.

Balboa Wealth Partners first reported a position in AMD in Q3 2022 and has held it in 16 quarters since. 3,980 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

  • Balboa Wealth Partners held 68,284 shares of Advanced Micro Devices worth $39.7M as of Q2 2026.
  • Balboa Wealth Partners sold 14,427 Advanced Micro Devices shares in Q2 2026, an estimated $5.91M.
  • Advanced Micro Devices made up 5.4% of Balboa Wealth Partners's portfolio in Q2 2026, its #3 holding.
  • Balboa Wealth Partners first reported a position in Advanced Micro Devices in Q3 2022 and has held it in 16 quarters since.
  • 3,980 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.