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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
Q2 		$399K Buy
687
+187
+37% +$76.7K 0.21% 40
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 $3.38T AUM 44.17% 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

Capital & Planning LLC's AMD Position: Q2 2026 in Review

Capital & Planning LLC increased its Advanced Micro Devices (AMD) stake by 37% in Q2 2026, buying an estimated $76.7K and bringing the position to 687 shares worth $399K. The position accounts for 0.21% of the portfolio, ranked #40.

Capital & Planning LLC first reported a position in AMD in Q4 2024 and has held it in 3 quarters since. 4,008 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

  • Capital & Planning LLC held 687 shares of Advanced Micro Devices worth $399K as of Q2 2026.
  • Capital & Planning LLC bought 187 Advanced Micro Devices shares in Q2 2026, an estimated $76.7K.
  • Advanced Micro Devices made up 0.21% of Capital & Planning LLC's portfolio in Q2 2026, its #40 holding.
  • Capital & Planning LLC first reported a position in Advanced Micro Devices in Q4 2024 and has held it in 3 quarters since.
  • 4,008 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.