CWM
AMD icon

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

Circle 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 		$8.12M Buy
13,978
+1,318
+10% +$540K 0.1% 47
2026
Q1 		$2.58M Buy
12,660
+515
+4% +$110K 0.04% 74
2025
Q4 		$2.6M Buy
12,145
+1,087
+10% +$244K 0.04% 72
2025
Q3 		$1.79M Buy
11,058
+6,425
+139% +$1.04M 0.03% 90
2025
Q2 		$657K Buy
4,633
+394
+9% +$42.9K 0.01% 147
2025
Q1 		$436K Sell
4,239
-182
-4% -$20.2K 0.01% 175
2024
Q4 		$534K Sell
4,421
-9,201
-68% -$1.32M 0.01% 166
2024
Q3 		$2.24M Buy
13,622
+1,175
+9% +$179K 0.05% 68
2024
Q2 		$2.02M Buy
12,447
+7,954
+177% +$1.28M 0.05% 64
2024
Q1 		$811K Buy
4,493
+349
+8% +$61K 0.02% 112
2023
Q4 		$611K Sell
4,144
-106
-2% -$12.5K 0.02% 125
2023
Q3 		$437K Buy
4,250
+2,421
+132% +$263K 0.01% 143
2023
Q2 		$208K Buy
+1,829
New +$190K 0.03% 153
2022
Q2 		– Sell
-2,626
Closed -$287K – 164
2022
Q1 		$287K Buy
2,626
+28
+1% +$3.34K 0.04% 160
2021
Q4 		$374K Buy
2,598
+287
+12% +$38.6K 0.05% 142
2021
Q3 		$238K Buy
2,311
+15
+0.7% +$1.53K 0.03% 162
2021
Q2 		$216K Buy
+2,296
New +$186K 0.03% 172

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

Circle Wealth Management's AMD Position: Q2 2026 in Review

Circle Wealth Management increased its Advanced Micro Devices (AMD) stake by 10% in Q2 2026, buying an estimated $540K and bringing the position to 13,978 shares worth $8.12M. The position accounts for 0.1% of the portfolio, ranked #47.

Circle Wealth Management first reported a position in AMD in Q2 2021 and has held it in 17 quarters since. 3,986 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

  • Circle Wealth Management held 13,978 shares of Advanced Micro Devices worth $8.12M as of Q2 2026.
  • Circle Wealth Management bought 1,318 Advanced Micro Devices shares in Q2 2026, an estimated $540K.
  • Advanced Micro Devices made up 0.1% of Circle Wealth Management's portfolio in Q2 2026, its #47 holding.
  • Circle Wealth Management first reported a position in Advanced Micro Devices in Q2 2021 and has held it in 17 quarters since.
  • 3,986 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.