Carson Wealth (CWM LLC)’s Advanced Micro Devices AMD Stock Holding History

Carson Wealth (CWM 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	$103K	Buy	+4,000	New	+$854K	﹤0.01%	3244
2022 Q3	–	Sell	-300	Closed	-$2K	–	3880
2022 Q2	$2K	Hold	300	–	–	﹤0.01%	3294
2022 Q1	$9K	Hold	300	–	–	﹤0.01%	2515
2021 Q4	$18K	Buy	+300	New	+$40.3K	﹤0.01%	2038
2021 Q2	$7K	Hold	300	–	–	﹤0.01%	2227
2021 Q1	$7K	Hold	300	–	–	﹤0.01%	2227
2020 Q4	$7K	Hold	300	–	–	﹤0.01%	2227
2020 Q3	$7K	Hold	300	–	–	﹤0.01%	2226
2020 Q2	$7K	Hold	300	–	–	﹤0.01%	2226
2020 Q1	$7K	Hold	300	–	–	﹤0.01%	2226
2019 Q4	$7K	Hold	300	–	–	﹤0.01%	2226
2019 Q3	$7K	Hold	300	–	–	﹤0.01%	2226
2019 Q2	$7K	Hold	300	–	–	﹤0.01%	2226
2019 Q1	$7K	Buy	+300	New	+$6.81K	﹤0.01%	2226

Other funds holding AMD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AMD Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Advanced Micro Devices (AMD) stake by 0.54% in Q1 2026, buying an estimated $268K and bringing the position to 235,276 shares worth $47.9M. The position accounts for 0.13% of the portfolio, ranked #158.

Carson Wealth (CWM LLC) first reported a position in AMD in Q4 2016 and has held it in 37 quarters since. The position peaked at $50.1M in Q4 2025. 3,166 funds tracked by Wall St. Rank hold AMD as of Q1 2026.

Carson Wealth (CWM LLC) held 235,276 shares of Advanced Micro Devices worth $47.9M as of Q1 2026.
Carson Wealth (CWM LLC) bought 1,257 Advanced Micro Devices shares in Q1 2026, an estimated $268K.
Advanced Micro Devices made up 0.13% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #158 holding.
Carson Wealth (CWM LLC) first reported a position in Advanced Micro Devices in Q4 2016 and has held it in 37 quarters since.
Carson Wealth (CWM LLC)'s Advanced Micro Devices position peaked at $50.1M in Q4 2025.
3,166 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.