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 Q2	$4.27M	Sell	7,344 -343	-4%	-$141K	1.06%	17
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s AMD Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) reduced its Advanced Micro Devices (AMD) stake by 4.5% in Q2 2026, selling an estimated $141K and leaving 7,344 shares worth $4.27M. The position accounts for 1.06% of the portfolio, ranked #17.

Heritage Wealth Management (Ohio) first reported a position in AMD in Q2 2024 and has held it in 9 quarters since. 3,985 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

Heritage Wealth Management (Ohio) held 7,344 shares of Advanced Micro Devices worth $4.27M as of Q2 2026.
Heritage Wealth Management (Ohio) sold 343 Advanced Micro Devices shares in Q2 2026, an estimated $141K.
Advanced Micro Devices made up 1.06% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #17 holding.
Heritage Wealth Management (Ohio) first reported a position in Advanced Micro Devices in Q2 2024 and has held it in 9 quarters since.
3,985 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.