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Castle Rock Wealth Management’s Advanced Micro Devices AMD Stock Holding History

Castle Rock Wealth Management’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 		$3.93M Buy
7,263
+732
+11% +$300K 0.77% 28
2026
Q1 		$1.42M Buy
6,531
+742
+13% +$158K 0.31% 94
2025
Q4 		$1.38M Buy
5,789
+2,647
+84% +$595K 0.3% 97
2025
Q3 		$536K Sell
3,142
-173
-5% -$27.9K 0.12% 151
2025
Q2 		$527K Sell
3,315
-419
-11% -$45.6K 0.12% 151
2025
Q1 		$381K Sell
3,734
-41
-1% -$4.56K 0.1% 163
2024
Q4 		$427K Sell
3,775
-14,485
-79% -$2.08M 0.1% 155
2024
Q3 		$3.1M Buy
18,260
+1,324
+8% +$201K 0.74% 30
2024
Q2 		$2.67M Buy
16,936
+1,843
+12% +$296K 0.67% 31
2024
Q1 		$2.18M Buy
15,093
+7,261
+93% +$1.27M 0.59% 35
2023
Q4 		$1.08M Buy
7,832
+284
+4% +$33.5K 0.33% 80
2023
Q3 		$806K Buy
7,548
+331
+5% +$35.9K 0.27% 93
2023
Q2 		$822K Sell
7,217
-350
-5% -$36.4K 0.28% 87
2023
Q1 		$719K Sell
7,567
-200
-3% -$16.3K 0.26% 88
2022
Q4 		$584K Sell
7,767
-269
-3% -$17.8K 0.26% 111
2022
Q3 		$463K Buy
8,036
+4,223
+111% +$360K 0.23% 112
2022
Q2 		$302K Sell
3,813
-5,797
-60% -$543K 0.15% 157
2022
Q1 		$931K Sell
9,610
-5,893
-38% -$704K 0.43% 58
2021
Q4 		$1.84M Sell
15,503
-2,752
-15% -$370K 0.75% 36
2021
Q3 		$2.74M Buy
18,255
+2,026
+12% +$207K 0.94% 23
2021
Q2 		$1.73M Buy
16,229
+661
+4% +$53.4K 0.63% 43
2021
Q1 		$1.23M Buy
15,568
+879
+6% +$75.7K 0.5% 66
2020
Q4 		$1.36M Buy
14,689
+1,850
+14% +$160K 0.57% 51
2020
Q3 		$1.02M Buy
12,839
+1,721
+15% +$128K 0.67% 47
2020
Q2 		$945K Buy
+11,118
New +$589K 0.55% 53
2019
Q3 		– Sell
-7,251
Closed -$219K – 161
2019
Q2 		$219K Buy
+7,251
New +$207K 0.24% 128

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

Castle Rock Wealth Management's AMD Position: Q2 2026 in Review

Castle Rock Wealth Management increased its Advanced Micro Devices (AMD) stake by 11% in Q2 2026, buying an estimated $300K and bringing the position to 7,263 shares worth $3.93M. The position accounts for 0.77% of the portfolio, ranked #28.

Castle Rock Wealth Management first reported a position in AMD in Q2 2019 and has held it in 26 quarters since. 3,977 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

  • Castle Rock Wealth Management held 7,263 shares of Advanced Micro Devices worth $3.93M as of Q2 2026.
  • Castle Rock Wealth Management bought 732 Advanced Micro Devices shares in Q2 2026, an estimated $300K.
  • Advanced Micro Devices made up 0.77% of Castle Rock Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Castle Rock Wealth Management first reported a position in Advanced Micro Devices in Q2 2019 and has held it in 26 quarters since.
  • 3,977 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on Castle Rock Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.