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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
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

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 Wealth Management's AMD Position: Q2 2026 in Review

Castle Wealth Management opened a new position in Advanced Micro Devices (AMD) in Q2 2026: 472 shares worth $274K. The stake represents 0.08% of the portfolio and ranks #123 among its holdings. This is a return to the name: Castle Wealth Management previously reported a position in AMD as recently as Q3 2022.

Castle Wealth Management first reported a position in AMD in Q2 2022 and has held it in 3 quarters since. 3,999 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

  • Castle Wealth Management held 472 shares of Advanced Micro Devices worth $274K as of Q2 2026.
  • Advanced Micro Devices was a new Castle Wealth Management position in Q2 2026.
  • Advanced Micro Devices made up 0.08% of Castle Wealth Management's portfolio in Q2 2026, its #123 holding.
  • Castle Wealth Management first reported a position in Advanced Micro Devices in Q2 2022 and has held it in 3 quarters since.
  • 3,999 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on Castle Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.