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Holistic Planning’s Advanced Micro Devices AMD Stock Holding History

Holistic Planning’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 		$543K Buy
2,671
+535
+25% +$114K 0.11% 170
2025
Q4 		$457K Sell
2,136
-32
-1% -$7.19K 0.1% 171
2025
Q3 		$351K Buy
2,168
+84
+4% +$13.6K 0.09% 169
2025
Q2 		$296K Buy
+2,084
New +$227K 0.08% 175

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

Holistic Planning's AMD Position: Q1 2026 in Review

Holistic Planning increased its Advanced Micro Devices (AMD) stake by 25% in Q1 2026, buying an estimated $114K and bringing the position to 2,671 shares worth $543K. The position accounts for 0.11% of the portfolio, ranked #170.

Holistic Planning first reported a position in AMD in Q2 2025 and has held it in 4 quarters since. 3,166 funds tracked by Wall St. Rank hold AMD as of Q1 2026.

  • Holistic Planning held 2,671 shares of Advanced Micro Devices worth $543K as of Q1 2026.
  • Holistic Planning bought 535 Advanced Micro Devices shares in Q1 2026, an estimated $114K.
  • Advanced Micro Devices made up 0.11% of Holistic Planning's portfolio in Q1 2026, its #170 holding.
  • Holistic Planning first reported a position in Advanced Micro Devices in Q2 2025 and has held it in 4 quarters since.
  • 3,166 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.