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

Invera 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	$1.66M	Sell	8,149 -179	-2%	-$38.2K	1.06%	29
2025 Q4	$1.78M	Sell	8,328 -796	-9%	-$179K	1.13%	26
2025 Q3	$1.48M	Sell	9,124 -432	-5%	-$69.7K	0.91%	34
2025 Q2	$1.36M	Sell	9,556 -3,109	-25%	-$338K	0.88%	35
2025 Q1	$1.3M	Buy	+12,665	New	+$1.41M	0.84%	38
2024 Q2	–	Sell	-14,615	Closed	-$2.27M	–	50
2024 Q1	$2.27M	Buy	14,615 +576	+4%	+$101K	1.92%	19
2023 Q4	$2.07M	Buy	+14,039	New	+$1.65M	1.29%	27

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

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

Invera Wealth Advisors reduced its Advanced Micro Devices (AMD) stake by 2.1% in Q1 2026, selling an estimated $38.2K and leaving 8,149 shares worth $1.66M. The position accounts for 1.06% of the portfolio, ranked #29.

Invera Wealth Advisors first reported a position in AMD in Q4 2023 and has held it in 7 quarters since. The position peaked at $2.27M in Q1 2024. 3,167 funds tracked by Wall St. Rank hold AMD as of Q1 2026.

Invera Wealth Advisors held 8,149 shares of Advanced Micro Devices worth $1.66M as of Q1 2026.
Invera Wealth Advisors sold 179 Advanced Micro Devices shares in Q1 2026, an estimated $38.2K.
Advanced Micro Devices made up 1.06% of Invera Wealth Advisors's portfolio in Q1 2026, its #29 holding.
Invera Wealth Advisors first reported a position in Advanced Micro Devices in Q4 2023 and has held it in 7 quarters since.
Invera Wealth Advisors's Advanced Micro Devices position peaked at $2.27M in Q1 2024.
3,167 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q1 2026.

Based on Invera Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.