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Estate Planners Group’s Advanced Micro Devices AMD Stock Holding History

Estate Planners Group’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 		$400K Sell
688
-607
-47% -$249K 0.18% 46
2026
Q1 		$263K Buy
1,295
+130
+11% +$27.8K 0.13% 61
2025
Q4 		$249K Buy
+1,165
New +$262K 0.11% 62

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

Estate Planners Group's AMD Position: Q2 2026 in Review

Estate Planners Group reduced its Advanced Micro Devices (AMD) stake by 47% in Q2 2026, selling an estimated $249K and leaving 688 shares worth $400K. The position accounts for 0.18% of the portfolio, ranked #46.

Estate Planners Group first reported a position in AMD in Q4 2025 and has held it in 3 quarters since. 3,979 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

  • Estate Planners Group held 688 shares of Advanced Micro Devices worth $400K as of Q2 2026.
  • Estate Planners Group sold 607 Advanced Micro Devices shares in Q2 2026, an estimated $249K.
  • Advanced Micro Devices made up 0.18% of Estate Planners Group's portfolio in Q2 2026, its #46 holding.
  • Estate Planners Group first reported a position in Advanced Micro Devices in Q4 2025 and has held it in 3 quarters since.
  • 3,979 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on Estate Planners Group's 13F filing for Q2 2026, filed 13 Aug 2026.