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Confluence Wealth Services’s Advanced Micro Devices AMD Stock Holding History

Confluence Wealth Services’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 		$4.15M Buy
7,143
+4,144
+138% +$1.7M 0.12% 85
2026
Q1 		$610K Buy
2,999
+605
+25% +$129K 0.02% 246
2025
Q4 		$513K Buy
2,394
+202
+9% +$45.4K 0.02% 255
2025
Q3 		$355K Sell
2,192
-3
-0.1% -$484 0.02% 293
2025
Q2 		$311K Buy
+2,195
New +$239K 0.02% 303
2025
Q1 		– Sell
-2,319
Closed -$285K – 337
2024
Q4 		$285K Buy
2,319
+380
+20% +$54.7K 0.02% 284
2024
Q3 		$318K Sell
1,939
-1,356
-41% -$206K 0.02% 272
2024
Q2 		$534K Buy
3,295
+381
+13% +$61.3K 0.04% 218
2024
Q1 		$526K Buy
2,914
+1,144
+65% +$200K 0.05% 203
2023
Q4 		$261K Buy
+1,770
New +$209K 0.03% 253
2022
Q3 		– Sell
-2,635
Closed -$258K – 231
2022
Q2 		$258K Buy
+2,635
New +$247K 0.11% 217
2022
Q1 		– Sell
-473
Closed -$68K – 284
2021
Q4 		$68K Buy
+473
New +$63.6K 0.02% 393

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

Confluence Wealth Services's AMD Position: Q2 2026 in Review

Confluence Wealth Services increased its Advanced Micro Devices (AMD) stake by 138% in Q2 2026, buying an estimated $1.7M and bringing the position to 7,143 shares worth $4.15M. The position accounts for 0.12% of the portfolio, ranked #85.

Confluence Wealth Services first reported a position in AMD in Q4 2021 and has held it in 12 quarters since. 3,977 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

  • Confluence Wealth Services held 7,143 shares of Advanced Micro Devices worth $4.15M as of Q2 2026.
  • Confluence Wealth Services bought 4,144 Advanced Micro Devices shares in Q2 2026, an estimated $1.7M.
  • Advanced Micro Devices made up 0.12% of Confluence Wealth Services's portfolio in Q2 2026, its #85 holding.
  • Confluence Wealth Services first reported a position in Advanced Micro Devices in Q4 2021 and has held it in 12 quarters since.
  • 3,977 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.