BWG
AMD icon

Beta Wealth Group’s Advanced Micro Devices AMD Stock Holding History

Beta Wealth Group’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 		$895K Buy
4,400
+600
+16% +$128K 0.37% 49
2025
Q4 		$814K Sell
3,800
-200
-5% -$44.9K 0.33% 49
2025
Q3 		$647K Sell
4,000
-2,000
-33% -$323K 0.26% 63
2025
Q2 		$851K Sell
6,000
-100
-2% -$10.9K 0.31% 48
2025
Q1 		$627K Hold
6,100
– – 0.23% 51
2024
Q4 		$737K Buy
6,100
+800
+15% +$115K 0.33% 49
2024
Q3 		$870K Buy
5,300
+600
+13% +$91.2K 0.39% 45
2024
Q2 		$762K Buy
4,700
+2,300
+96% +$370K 0.36% 49
2024
Q1 		$433K Sell
2,400
-3,400
-59% -$594K 0.21% 75
2023
Q4 		$855K Hold
5,800
– – 0.45% 40
2023
Q3 		$596K Sell
5,800
-400
-6% -$43.4K 0.35% 52
2023
Q2 		$706K Buy
6,200
+800
+15% +$83.2K 0.41% 47
2023
Q1 		$529K Buy
5,400
+400
+8% +$32.6K 0.3% 54
2022
Q4 		$324K Buy
+5,000
New +$330K 0.22% 76

Other funds holding AMD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Beta Wealth Group's AMD Position: Q1 2026 in Review

Beta Wealth Group increased its Advanced Micro Devices (AMD) stake by 16% in Q1 2026, buying an estimated $128K and bringing the position to 4,400 shares worth $895K. The position accounts for 0.37% of the portfolio, ranked #49.

Beta Wealth Group first reported a position in AMD in Q4 2022 and has held it in 14 quarters since. 3,166 funds tracked by Wall St. Rank hold AMD as of Q1 2026.

  • Beta Wealth Group held 4,400 shares of Advanced Micro Devices worth $895K as of Q1 2026.
  • Beta Wealth Group bought 600 Advanced Micro Devices shares in Q1 2026, an estimated $128K.
  • Advanced Micro Devices made up 0.37% of Beta Wealth Group's portfolio in Q1 2026, its #49 holding.
  • Beta Wealth Group first reported a position in Advanced Micro Devices in Q4 2022 and has held it in 14 quarters since.
  • 3,166 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q1 2026.

Based on Beta Wealth Group's 13F filing for Q1 2026, filed 7 May 2026.