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Bernard Wealth Management’s Advanced Micro Devices AMD Stock Holding History

Bernard Wealth Management’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 		$926K Sell
1,594
-339
-18% -$139K 0.34% 35
2026
Q1 		$393K Sell
1,933
-13
-0.7% -$2.78K 0.17% 47
2025
Q4 		$417K Sell
1,946
-100
-5% -$22.5K 0.17% 49
2025
Q3 		$331K Buy
2,046
+501
+32% +$80.8K 0.14% 51
2025
Q2 		$219K Sell
1,545
-2,852
-65% -$310K 0.1% 59
2025
Q1 		$452K Sell
4,397
-26,073
-86% -$2.9M 0.22% 43
2024
Q4 		$3.68M Buy
+30,470
New +$4.38M 1.73% 14

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

Bernard Wealth Management's AMD Position: Q2 2026 in Review

Bernard Wealth Management reduced its Advanced Micro Devices (AMD) stake by 18% in Q2 2026, selling an estimated $139K and leaving 1,594 shares worth $926K. The position accounts for 0.34% of the portfolio, ranked #35.

Bernard Wealth Management first reported a position in AMD in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.68M in Q4 2024. 3,986 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

  • Bernard Wealth Management held 1,594 shares of Advanced Micro Devices worth $926K as of Q2 2026.
  • Bernard Wealth Management sold 339 Advanced Micro Devices shares in Q2 2026, an estimated $139K.
  • Advanced Micro Devices made up 0.34% of Bernard Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Bernard Wealth Management first reported a position in Advanced Micro Devices in Q4 2024 and has held it in 7 quarters since.
  • Bernard Wealth Management's Advanced Micro Devices position peaked at $3.68M in Q4 2024.
  • 3,986 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.