IFWM
AMD icon

Institute for Wealth Management’s Advanced Micro Devices AMD Stock Holding History

Institute for Wealth Management’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 		$5.75M Sell
28,288
-420
-1% -$89.7K 0.61% 27
2025
Q4 		$6.15M Sell
28,708
-267
-0.9% -$60K 0.65% 25
2025
Q3 		$4.69M Sell
28,975
-174
-0.6% -$28.1K 0.49% 36
2025
Q2 		$4.14M Sell
29,149
-1,769
-6% -$193K 0.46% 41
2025
Q1 		$3.18M Sell
30,918
-216
-0.7% -$24K 0.41% 48
2024
Q4 		$3.76M Sell
31,134
-1,398
-4% -$201K 0.47% 39
2024
Q3 		$5.34M Buy
32,532
+1,527
+5% +$232K 0.67% 23
2024
Q2 		$5.03M Buy
31,005
+216
+0.7% +$34.7K 0.67% 23
2024
Q1 		$5.56M Buy
30,789
+417
+1% +$72.9K 0.72% 19
2023
Q4 		$4.48M Sell
30,372
-529
-2% -$62.3K 0.73% 22
2023
Q3 		$3.18M Sell
30,901
-716
-2% -$77.7K 0.57% 36
2023
Q2 		$3.6M Sell
31,617
-276
-0.9% -$28.7K 0.61% 34
2023
Q1 		$3.13M Sell
31,893
-396
-1% -$32.2K 0.6% 35
2022
Q4 		$2.09M Sell
32,289
-560
-2% -$37K 0.44% 53
2022
Q3 		$2.08M Buy
32,849
+145
+0.4% +$12.3K 0.47% 47
2022
Q2 		$2.5M Sell
32,704
-200
-0.6% -$18.7K 0.49% 41
2022
Q1 		$3.6M Buy
32,904
+19,403
+144% +$2.32M 0.58% 33
2021
Q4 		$1.94M Sell
13,501
-151
-1% -$20.3K 0.32% 77
2021
Q3 		$1.41M Buy
13,652
+1,452
+12% +$148K 0.25% 104
2021
Q2 		$1.15M Buy
12,200
+749
+7% +$60.5K 0.2% 129
2021
Q1 		$899K Buy
11,451
+1,689
+17% +$145K 0.17% 162
2020
Q4 		$895K Sell
9,762
-1,384
-12% -$119K 0.18% 148
2020
Q3 		$914K Buy
11,146
+977
+10% +$72.5K 0.21% 124
2020
Q2 		$535K Buy
10,169
+67
+0.7% +$3.55K 0.13% 216
2020
Q1 		$459K Sell
10,102
-330
-3% -$15.9K 0.14% 201
2019
Q4 		$478K Sell
10,432
-7,965
-43% -$293K 0.11% 259
2019
Q3 		$533K Sell
18,397
-865
-4% -$27.1K 0.13% 222
2019
Q2 		$585K Buy
19,262
+4,801
+33% +$137K 0.13% 231
2019
Q1 		$369K Sell
14,461
-537
-4% -$12.2K 0.08% 291
2018
Q4 		$276K Buy
+14,998
New +$324K 0.11% 208

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

Institute for Wealth Management's AMD Position: Q1 2026 in Review

Institute for Wealth Management reduced its Advanced Micro Devices (AMD) stake by 1.5% in Q1 2026, selling an estimated $89.7K and leaving 28,288 shares worth $5.75M. The position accounts for 0.61% of the portfolio, ranked #27.

Institute for Wealth Management first reported a position in AMD in Q4 2018 and has held it in 30 quarters since. The position peaked at $6.15M in Q4 2025. 3,167 funds tracked by Wall St. Rank hold AMD as of Q1 2026.

  • Institute for Wealth Management held 28,288 shares of Advanced Micro Devices worth $5.75M as of Q1 2026.
  • Institute for Wealth Management sold 420 Advanced Micro Devices shares in Q1 2026, an estimated $89.7K.
  • Advanced Micro Devices made up 0.61% of Institute for Wealth Management's portfolio in Q1 2026, its #27 holding.
  • Institute for Wealth Management first reported a position in Advanced Micro Devices in Q4 2018 and has held it in 30 quarters since.
  • Institute for Wealth Management's Advanced Micro Devices position peaked at $6.15M in Q4 2025.
  • 3,167 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q1 2026.

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