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Bedell Frazier Investment Counselling’s Advanced Micro Devices AMD Stock Holding History

Bedell Frazier Investment Counselling’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
Q1 		$3.15M Buy
15,478
+329
+2% +$70.2K 0.64% 49
2025
Q4 		$3.24M Sell
15,149
-6,488
-30% -$1.46M 0.63% 50
2025
Q3 		$3.5M Buy
+21,637
New +$3.49M 0.72% 44
2025
Q2 		– Sell
-5,225
Closed -$537K – 111
2025
Q1 		$537K Buy
5,225
+338
+7% +$37.6K 0.14% 69
2024
Q4 		$590K Buy
4,887
+3,107
+175% +$447K 0.15% 75
2024
Q3 		$292K Buy
1,780
+74
+4% +$11.2K 0.07% 91
2024
Q2 		$277K Buy
1,706
+24
+1% +$3.86K 0.07% 89
2024
Q1 		$304K Buy
1,682
+69
+4% +$12.1K 0.08% 86
2023
Q4 		$238K Buy
+1,613
New +$190K 0.07% 83
2023
Q2 		– Sell
-47,259
Closed -$4.63M – 89
2023
Q1 		$4.63M Sell
47,259
-6,017
-11% -$490K 1.36% 26
2022
Q4 		$3.45M Sell
53,276
-11,278
-17% -$744K 0.9% 33
2022
Q3 		$4.09M Buy
64,554
+32,362
+101% +$2.76M 1.15% 31
2022
Q2 		$2.46M Buy
32,192
+757
+2% +$70.9K 0.76% 38
2022
Q1 		$3.44M Buy
31,435
+160
+0.5% +$19.1K 0.87% 37
2021
Q4 		$4.5M Sell
31,275
-25,276
-45% -$3.4M 1.1% 35
2021
Q3 		$5.82M Sell
56,551
-324
-0.6% -$33.1K 1.6% 27
2021
Q2 		$5.34M Buy
56,875
+12,454
+28% +$1.01M 1.35% 34
2021
Q1 		$3.49M Buy
44,421
+6,707
+18% +$577K 0.99% 38
2020
Q4 		$3.46M Buy
37,714
+1,289
+4% +$111K 1.06% 39
2020
Q3 		$2.99M Buy
+36,425
New +$2.7M 1.07% 35

Other funds holding AMD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Bedell Frazier Investment Counselling's AMD Position: Q1 2026 in Review

Bedell Frazier Investment Counselling increased its Advanced Micro Devices (AMD) stake by 2.2% in Q1 2026, buying an estimated $70.2K and bringing the position to 15,478 shares worth $3.15M. The position accounts for 0.64% of the portfolio, ranked #49.

Bedell Frazier Investment Counselling first reported a position in AMD in Q3 2020 and has held it in 20 quarters since. The position peaked at $5.82M in Q3 2021. 3,180 funds tracked by Wall St. Rank hold AMD as of Q1 2026.

  • Bedell Frazier Investment Counselling held 15,478 shares of Advanced Micro Devices worth $3.15M as of Q1 2026.
  • Bedell Frazier Investment Counselling bought 329 Advanced Micro Devices shares in Q1 2026, an estimated $70.2K.
  • Advanced Micro Devices made up 0.64% of Bedell Frazier Investment Counselling's portfolio in Q1 2026, its #49 holding.
  • Bedell Frazier Investment Counselling first reported a position in Advanced Micro Devices in Q3 2020 and has held it in 20 quarters since.
  • Bedell Frazier Investment Counselling's Advanced Micro Devices position peaked at $5.82M in Q3 2021.
  • 3,180 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q1 2026.

Based on Bedell Frazier Investment Counselling's 13F filing for Q1 2026, filed 15 May 2026.