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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
Q2 		$354K Sell
610
-3,790
-86% -$1.55M 0.13% 100
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 $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

Beta Wealth Group's AMD Position: Q2 2026 in Review

Beta Wealth Group reduced its Advanced Micro Devices (AMD) stake by 86% in Q2 2026, selling an estimated $1.55M and leaving 610 shares worth $354K. The position accounts for 0.13% of the portfolio, ranked #100.

Beta Wealth Group first reported a position in AMD in Q4 2022 and has held it in 15 quarters since. The position peaked at $895K in Q1 2026. 3,986 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

  • Beta Wealth Group held 610 shares of Advanced Micro Devices worth $354K as of Q2 2026.
  • Beta Wealth Group sold 3,790 Advanced Micro Devices shares in Q2 2026, an estimated $1.55M.
  • Advanced Micro Devices made up 0.13% of Beta Wealth Group's portfolio in Q2 2026, its #100 holding.
  • Beta Wealth Group first reported a position in Advanced Micro Devices in Q4 2022 and has held it in 15 quarters since.
  • Beta Wealth Group's Advanced Micro Devices position peaked at $895K in Q1 2026.
  • 3,986 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on Beta Wealth Group's 13F filing for Q2 2026, filed 24 Jul 2026.