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EP Wealth Advisors’s Advanced Micro Devices AMD Stock Holding History

EP Wealth Advisors’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 		$51.3M Buy
252,335
+4,359
+2% +$931K 0.25% 67
2025
Q4 		$53.1M Buy
+247,976
New +$55.7M 0.28% 62
2025
Q2 		$34.9M Buy
246,086
+60,644
+33% +$6.6M 0.23% 75
2025
Q1 		$19.1M Buy
185,442
+125,040
+207% +$13.9M 0.15% 113
2024
Q4 		$7.3M Sell
60,402
-5,730
-9% -$824K 0.06% 177
2024
Q3 		$10.9M Buy
66,132
+10,566
+19% +$1.61M 0.09% 138
2024
Q2 		$9.01M Buy
55,566
+9,700
+21% +$1.56M 0.1% 128
2024
Q1 		$8.28M Buy
45,866
+3,783
+9% +$661K 0.1% 122
2023
Q4 		$6.2M Sell
42,083
-214
-0.5% -$25.2K 0.08% 139
2023
Q3 		$4.35M Buy
42,297
+2,368
+6% +$257K 0.07% 162
2023
Q2 		$4.91M Hold
39,929
– – 0.07% 152
2023
Q1 		$3.91M Buy
39,929
+262
+0.7% +$21.3K 0.07% 160
2022
Q4 		$2.57M Sell
39,667
-1,708
-4% -$113K 0.05% 197
2022
Q3 		$2.62M Buy
41,375
+447
+1% +$38.1K 0.06% 168
2022
Q2 		$3.13M Buy
40,928
+691
+2% +$64.7K 0.07% 151
2022
Q1 		$4.4M Buy
40,237
+19,243
+92% +$2.3M 0.1% 123
2021
Q4 		$3.02M Sell
20,994
-119
-0.6% -$16K 0.07% 146
2021
Q3 		$2.17M Sell
21,113
-1,005
-5% -$103K 0.06% 157
2021
Q2 		$2.08M Sell
22,118
-587
-3% -$47.4K 0.06% 174
2021
Q1 		$1.78M Buy
22,705
+2,929
+15% +$252K 0.06% 177
2020
Q4 		$1.81M Buy
19,776
+14,549
+278% +$1.26M 0.06% 134
2020
Q3 		$429K Sell
5,227
-192
-4% -$14.3K 0.02% 243
2020
Q2 		$285K Buy
5,419
+320
+6% +$17K 0.01% 313
2020
Q1 		$232K Sell
5,099
-10
-0.2% -$482 0.01% 335
2019
Q4 		$234K Buy
+5,109
New +$188K 0.01% 369

Other funds holding AMD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

EP Wealth Advisors's AMD Position: Q1 2026 in Review

EP Wealth Advisors increased its Advanced Micro Devices (AMD) stake by 1.8% in Q1 2026, buying an estimated $931K and bringing the position to 252,335 shares worth $51.3M. The position accounts for 0.25% of the portfolio, ranked #67.

EP Wealth Advisors first reported a position in AMD in Q4 2019 and has held it in 25 quarters since. The position peaked at $53.1M in Q4 2025. 3,167 funds tracked by Wall St. Rank hold AMD as of Q1 2026.

  • EP Wealth Advisors held 252,335 shares of Advanced Micro Devices worth $51.3M as of Q1 2026.
  • EP Wealth Advisors bought 4,359 Advanced Micro Devices shares in Q1 2026, an estimated $931K.
  • Advanced Micro Devices made up 0.25% of EP Wealth Advisors's portfolio in Q1 2026, its #67 holding.
  • EP Wealth Advisors first reported a position in Advanced Micro Devices in Q4 2019 and has held it in 25 quarters since.
  • EP Wealth Advisors's Advanced Micro Devices position peaked at $53.1M in Q4 2025.
  • 3,167 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.