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

Heritage 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 		$24.6K Sell
121
-2,027
-94% -$433K ﹤0.01% 409
2025
Q4 		$460K Hold
2,148
– – 0.02% 149
2025
Q3 		$348K Buy
2,148
+2
+0.1% +$323 0.02% 158
2025
Q2 		$305K Hold
2,146
– – 0.01% 170
2025
Q1 		$220K Hold
2,146
– – 0.01% 190
2024
Q4 		$259K Buy
2,146
+18
+0.8% +$2.59K 0.01% 180
2024
Q3 		$349K Sell
2,128
-64
-3% -$9.72K 0.02% 166
2024
Q2 		$356K Sell
2,192
-74
-3% -$11.9K 0.02% 157
2024
Q1 		$409K Buy
2,266
+70
+3% +$12.2K 0.02% 160
2023
Q4 		$324K Buy
2,196
+4
+0.2% +$471 0.02% 172
2023
Q3 		$225K Hold
2,192
– – 0.01% 189
2023
Q2 		$250K Hold
2,192
– – 0.01% 187
2023
Q1 		$215K Sell
2,192
-50
-2% -$4.07K 0.01% 197
2022
Q4 		$145K Sell
2,242
-20
-0.9% -$1.32K 0.01% 234
2022
Q3 		$143K Hold
2,262
– – 0.01% 228
2022
Q2 		$173K Hold
2,262
– – 0.01% 211
2022
Q1 		$247K Buy
2,262
+2,042
+928% +$244K 0.01% 182
2021
Q4 		$32K Sell
220
-30
-12% -$4.03K ﹤0.01% 363
2021
Q3 		$25.7K Hold
250
– – ﹤0.01% 383
2021
Q2 		$23.5K Buy
250
+50
+25% +$4.04K ﹤0.01% 400
2021
Q1 		$15.7K Hold
200
– – ﹤0.01% 442
2020
Q4 		$18K Hold
200
– – ﹤0.01% 416
2020
Q3 		$16.4K Hold
200
– – ﹤0.01% 367
2020
Q2 		$10.5K Buy
+200
New +$10.6K ﹤0.01% 379

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

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

Heritage Wealth Advisors reduced its Advanced Micro Devices (AMD) stake by 94% in Q1 2026, selling an estimated $433K and leaving 121 shares worth $24.6K. The position accounts for ﹤0.01% of the portfolio, ranked #409.

Heritage Wealth Advisors first reported a position in AMD in Q2 2020 and has held it in 24 quarters since. The position peaked at $460K in Q4 2025. 3,166 funds tracked by Wall St. Rank hold AMD as of Q1 2026.

  • Heritage Wealth Advisors held 121 shares of Advanced Micro Devices worth $24.6K as of Q1 2026.
  • Heritage Wealth Advisors sold 2,027 Advanced Micro Devices shares in Q1 2026, an estimated $433K.
  • Advanced Micro Devices made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #409 holding.
  • Heritage Wealth Advisors first reported a position in Advanced Micro Devices in Q2 2020 and has held it in 24 quarters since.
  • Heritage Wealth Advisors's Advanced Micro Devices position peaked at $460K in Q4 2025.
  • 3,166 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q1 2026.

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