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

Castle 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
Q3 		$269K Sell
440
-32
-7% -$16.5K 0.08% 112
2026
Q2 		$274K Buy
+472
New +$194K 0.08% 123
2022
Q4 		– Sell
-1,299
Closed -$82K – 126
2022
Q3 		$82K Buy
1,299
+467
+56% +$39.8K 0.05% 158
2022
Q2 		$64K Buy
+832
New +$77.9K 0.04% 185

Other funds holding AMD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Castle Wealth Management's AMD Position: Q3 2026 in Review

Castle Wealth Management reduced its Advanced Micro Devices (AMD) stake by 6.8% in Q3 2026, selling an estimated $16.5K and leaving 440 shares worth $269K. The position accounts for 0.08% of the portfolio, ranked #112.

Castle Wealth Management first reported a position in AMD in Q2 2022 and has held it in 4 quarters since. The position peaked at $274K in Q2 2026. 2,790 funds tracked by Wall St. Rank hold AMD as of Q3 2026.

  • Castle Wealth Management held 440 shares of Advanced Micro Devices worth $269K as of Q3 2026.
  • Castle Wealth Management sold 32 Advanced Micro Devices shares in Q3 2026, an estimated $16.5K.
  • Advanced Micro Devices made up 0.08% of Castle Wealth Management's portfolio in Q3 2026, its #112 holding.
  • Castle Wealth Management first reported a position in Advanced Micro Devices in Q2 2022 and has held it in 4 quarters since.
  • Castle Wealth Management's Advanced Micro Devices position peaked at $274K in Q2 2026.
  • 2,790 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q3 2026.

Based on Castle Wealth Management's 13F filing for Q3 2026, filed 10 Nov 2026.