LWM Advisory Services’s Advanced Micro Devices AMD Stock Holding History

LWM Advisory Services’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	$333K	Buy	+574	New	+$235K	0.6%	56
2026 Q1	–	Sell	-953	Closed	-$204K	–	77
2025 Q4	$204K	Buy	+953	New	+$214K	0.12%	83
2022 Q3	–	Sell	-2,621	Closed	-$200K	–	117
2022 Q2	$200K	Sell	2,621 -208	-7%	-$19.5K	0.24%	105
2022 Q1	$309K	Buy	2,829 +299	+12%	+$35.7K	0.38%	80
2021 Q4	$364K	Buy	+2,530	New	+$340K	0.45%	67

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

LWM Advisory Services's AMD Position: Q2 2026 in Review

LWM Advisory Services opened a new position in Advanced Micro Devices (AMD) in Q2 2026: 574 shares worth $333K. The stake represents 0.6% of the portfolio and ranks #56 among its holdings. This is a return to the name: LWM Advisory Services previously reported a position in AMD as recently as Q4 2025.

LWM Advisory Services first reported a position in AMD in Q4 2021 and has held it in 5 quarters since. The position peaked at $364K in Q4 2021. 3,986 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

LWM Advisory Services held 574 shares of Advanced Micro Devices worth $333K as of Q2 2026.
Advanced Micro Devices was a new LWM Advisory Services position in Q2 2026.
Advanced Micro Devices made up 0.6% of LWM Advisory Services's portfolio in Q2 2026, its #56 holding.
LWM Advisory Services first reported a position in Advanced Micro Devices in Q4 2021 and has held it in 5 quarters since.
LWM Advisory Services's Advanced Micro Devices position peaked at $364K in Q4 2021.
3,986 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on LWM Advisory Services's 13F filing for Q2 2026, filed 3 Aug 2026.