GoalVest Advisory’s Advanced Micro Devices AMD Stock Holding History

GoalVest Advisory’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	$757K	Sell	1,238 -36	-3%	-$18.5K	0.13%	78
2026 Q2	$740K	Buy	1,274 +574	+82%	+$235K	0.14%	72
2026 Q1	$142K	Hold	700	–	–	0.03%	161
2025 Q4	$150K	Buy	700 +270	+63%	+$60.6K	0.03%	163
2025 Q3	$69.6K	Hold	430	–	–	0.01%	194
2025 Q2	$61K	Buy	430 +420	+4,200%	+$45.7K	0.02%	194
2025 Q1	$1.03K	Buy	+10	New	+$1.11K	﹤0.01%	333
2024 Q4	–	Sell	-114	Closed	-$18.7K	–	382
2024 Q3	$18.7K	Buy	+114	New	+$17.3K	0.01%	271
2024 Q1	–	Sell	-21	Closed	-$3.1K	–	412
2023 Q4	$3.1K	Hold	21	–	–	﹤0.01%	311
2023 Q3	$2.16K	Hold	21	–	–	﹤0.01%	419
2023 Q2	$2.39K	Hold	21	–	–	﹤0.01%	343
2023 Q1	$2.06K	Hold	21	–	–	﹤0.01%	222
2022 Q4	$1.36K	Hold	21	–	–	﹤0.01%	224
2022 Q3	$1K	Hold	21	–	–	﹤0.01%	237
2022 Q2	$2K	Hold	21	–	–	﹤0.01%	279
2022 Q1	$2K	Buy	+21	New	+$2.51K	﹤0.01%	283
2021 Q2	$8K	Hold	90	–	–	0.01%	203
2021 Q1	$7K	Buy	+90	New	+$7.75K	0.01%	164

Other funds holding AMD

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

GoalVest Advisory's AMD Position: Q3 2026 in Review

GoalVest Advisory reduced its Advanced Micro Devices (AMD) stake by 2.8% in Q3 2026, selling an estimated $18.5K and leaving 1,238 shares worth $757K. The position accounts for 0.13% of the portfolio, ranked #78.

GoalVest Advisory first reported a position in AMD in Q1 2021 and has held it in 18 quarters since. 2,611 funds tracked by Wall St. Rank hold AMD as of Q3 2026.

GoalVest Advisory held 1,238 shares of Advanced Micro Devices worth $757K as of Q3 2026.
GoalVest Advisory sold 36 Advanced Micro Devices shares in Q3 2026, an estimated $18.5K.
Advanced Micro Devices made up 0.13% of GoalVest Advisory's portfolio in Q3 2026, its #78 holding.
GoalVest Advisory first reported a position in Advanced Micro Devices in Q1 2021 and has held it in 18 quarters since.
2,611 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.