CPL
AMD icon

Capital & Planning LLC’s Advanced Micro Devices AMD Stock Holding History

Capital & Planning LLC’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 		$102K Buy
+500
New +$107K 0.06% 46
2025
Q1 		– Sell
-840
Closed -$101K – 42
2024
Q4 		$101K Buy
+840
New +$121K 0.07% 41

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Capital & Planning LLC's AMD Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in Advanced Micro Devices (AMD) in Q1 2026: 500 shares worth $102K. The stake represents 0.06% of the portfolio and ranks #46 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in AMD as recently as Q4 2024.

Capital & Planning LLC first reported a position in AMD in Q4 2024 and has held it in 2 quarters since. 3,192 funds tracked by Wall St. Rank hold AMD as of Q1 2026.

  • Capital & Planning LLC held 500 shares of Advanced Micro Devices worth $102K as of Q1 2026.
  • Advanced Micro Devices was a new Capital & Planning LLC position in Q1 2026.
  • Advanced Micro Devices made up 0.06% of Capital & Planning LLC's portfolio in Q1 2026, its #46 holding.
  • Capital & Planning LLC first reported a position in Advanced Micro Devices in Q4 2024 and has held it in 2 quarters since.
  • 3,192 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.