Heritage Wealth Management (Ohio)’s Advanced Micro Devices AMD Stock Holding History

Heritage Wealth Management (Ohio)’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	$1.56M	Sell	7,687 -140	-2%	-$29.9K	0.77%	41
2025 Q4	$1.68M	Sell	7,827 -255	-3%	-$57.3K	0.47%	61
2025 Q3	$1.31M	Sell	8,082 -54	-0.7%	-$8.71K	0.38%	70
2025 Q2	$1.15M	Sell	8,136 -167	-2%	-$18.2K	0.37%	70
2025 Q1	$853K	Sell	8,303 -301	-3%	-$33.5K	0.29%	85
2024 Q4	$1.04M	Buy	8,604 +131	+2%	+$18.8K	0.35%	76
2024 Q3	$1.39M	Hold	8,473	–	–	0.46%	56
2024 Q2	$1.46M	Buy	+8,473	New	+$1.36M	0.49%	53

Other funds holding AMD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s AMD Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) reduced its Advanced Micro Devices (AMD) stake by 1.8% in Q1 2026, selling an estimated $29.9K and leaving 7,687 shares worth $1.56M. The position accounts for 0.77% of the portfolio, ranked #41.

Heritage Wealth Management (Ohio) first reported a position in AMD in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.68M in Q4 2025. 3,166 funds tracked by Wall St. Rank hold AMD as of Q1 2026.

Heritage Wealth Management (Ohio) held 7,687 shares of Advanced Micro Devices worth $1.56M as of Q1 2026.
Heritage Wealth Management (Ohio) sold 140 Advanced Micro Devices shares in Q1 2026, an estimated $29.9K.
Advanced Micro Devices made up 0.77% of Heritage Wealth Management (Ohio)'s portfolio in Q1 2026, its #41 holding.
Heritage Wealth Management (Ohio) first reported a position in Advanced Micro Devices in Q2 2024 and has held it in 8 quarters since.
Heritage Wealth Management (Ohio)'s Advanced Micro Devices position peaked at $1.68M in Q4 2025.
3,166 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.