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 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 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

Circle Wealth Management's AMD Position: Q1 2026 in Review

Circle Wealth Management increased its Advanced Micro Devices (AMD) stake by 4.2% in Q1 2026, buying an estimated $110K and bringing the position to 12,660 shares worth $2.58M. The position accounts for 0.04% of the portfolio, ranked #74.

Circle Wealth Management first reported a position in AMD in Q2 2021 and has held it in 16 quarters since. The position peaked at $2.6M in Q4 2025. 3,167 funds tracked by Wall St. Rank hold AMD as of Q1 2026.

Circle Wealth Management held 12,660 shares of Advanced Micro Devices worth $2.58M as of Q1 2026.
Circle Wealth Management bought 515 Advanced Micro Devices shares in Q1 2026, an estimated $110K.
Advanced Micro Devices made up 0.04% of Circle Wealth Management's portfolio in Q1 2026, its #74 holding.
Circle Wealth Management first reported a position in Advanced Micro Devices in Q2 2021 and has held it in 16 quarters since.
Circle Wealth Management's Advanced Micro Devices position peaked at $2.6M in Q4 2025.
3,167 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q1 2026.

Based on Circle Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.