Everhart Financial Group
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Everhart Financial Group’s Advanced Micro Devices AMD Stock Holding History

Everhart Financial 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
Q3 		$11.7M Buy
19,130
+921
+5% +$474K 0.72% 22
2026
Q2 		$10.6M Buy
18,209
+953
+6% +$391K 0.68% 23
2026
Q1 		$3.51M Buy
17,256
+1,885
+12% +$402K 0.3% 48
2025
Q4 		$3.29M Buy
15,371
+705
+5% +$158K 0.3% 41
2025
Q3 		$2.37M Buy
14,666
+616
+4% +$99.4K 0.24% 49
2025
Q2 		$1.99M Buy
14,050
+1,296
+10% +$141K 0.23% 55
2025
Q1 		$1.31M Buy
12,754
+2,107
+20% +$234K 0.18% 82
2024
Q4 		$1.29M Sell
10,647
-1,076
-9% -$155K 0.26% 72
2024
Q3 		$1.92M Buy
11,723
+340
+3% +$51.7K 0.43% 44
2024
Q2 		$1.85M Buy
11,383
+1,020
+10% +$164K 0.48% 38
2024
Q1 		$1.87M Buy
10,363
+1,373
+15% +$240K 0.54% 37
2023
Q4 		$1.33M Buy
8,990
+633
+8% +$74.6K 0.47% 41
2023
Q3 		$859K Buy
8,357
+310
+4% +$33.7K 0.36% 58
2023
Q2 		$917K Buy
8,047
+893
+12% +$92.9K 0.38% 56
2023
Q1 		$701K Buy
7,154
+3,914
+121% +$319K 0.31% 65
2022
Q4 		$210K Sell
3,240
-25
-0.8% -$1.65K 0.11% 170
2022
Q3 		$206K Sell
3,265
-2,212
-40% -$188K 0.11% 185
2022
Q2 		$418K Buy
5,477
+404
+8% +$37.8K 0.25% 90
2022
Q1 		$554K Buy
5,073
+2,238
+79% +$267K 0.32% 65
2021
Q4 		$408K Buy
+2,835
New +$381K 0.25% 77

Other funds holding AMD

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Everhart Financial Group's AMD Position: Q3 2026 in Review

Everhart Financial Group increased its Advanced Micro Devices (AMD) stake by 5.1% in Q3 2026, buying an estimated $474K and bringing the position to 19,130 shares worth $11.7M. The position accounts for 0.72% of the portfolio, ranked #22.

Everhart Financial Group first reported a position in AMD in Q4 2021 and has held it in 20 quarters since. 3,578 funds tracked by Wall St. Rank hold AMD as of Q3 2026.

  • Everhart Financial Group held 19,130 shares of Advanced Micro Devices worth $11.7M as of Q3 2026.
  • Everhart Financial Group bought 921 Advanced Micro Devices shares in Q3 2026, an estimated $474K.
  • Advanced Micro Devices made up 0.72% of Everhart Financial Group's portfolio in Q3 2026, its #22 holding.
  • Everhart Financial Group first reported a position in Advanced Micro Devices in Q4 2021 and has held it in 20 quarters since.
  • 3,578 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.