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Lyell Wealth Management’s Advanced Micro Devices AMD Stock Holding History

Lyell 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
Q2 		$40.4M Sell
69,499
-7,987
-10% -$3.27M 2.48% 8
2026
Q1 		$15.8M Buy
77,486
+99
+0.1% +$21.1K 1.16% 25
2025
Q4 		$16.6M Sell
77,387
-1,797
-2% -$404K 1.2% 26
2025
Q3 		$12.8M Sell
79,184
-7,562
-9% -$1.22M 0.95% 37
2025
Q2 		$12.3M Sell
86,746
-3,991
-4% -$434K 0.97% 36
2025
Q1 		$9.32M Buy
90,737
+2,372
+3% +$264K 0.87% 39
2024
Q4 		$10.7M Buy
88,365
+1,125
+1% +$162K 0.96% 36
2024
Q3 		$14.3M Buy
87,240
+1,629
+2% +$248K 1.3% 22
2024
Q2 		$13.9M Buy
85,611
+9,935
+13% +$1.6M 1.33% 21
2024
Q1 		$13.7M Buy
75,676
+122
+0.2% +$21.3K 1.39% 19
2023
Q4 		$11.1M Buy
75,554
+1,880
+3% +$222K 1.27% 22
2023
Q3 		$7.58M Buy
73,674
+6,214
+9% +$675K 1.02% 37
2023
Q2 		$7.68M Buy
67,460
+7,808
+13% +$812K 0.98% 37
2023
Q1 		$5.85M Buy
59,652
+9,893
+20% +$805K 0.82% 47
2022
Q4 		$3.22M Sell
49,759
-6,693
-12% -$442K 0.51% 67
2022
Q3 		$3.58M Buy
56,452
+4,420
+8% +$376K 0.61% 62
2022
Q2 		$3.98M Buy
52,032
+9,471
+22% +$887K 0.65% 60
2022
Q1 		$4.65M Buy
42,561
+36,523
+605% +$4.36M 0.6% 64
2021
Q4 		$869K Buy
6,038
+117
+2% +$15.7K 0.1% 112
2021
Q3 		$609K Sell
5,921
-175
-3% -$17.9K 0.07% 125
2021
Q2 		$573K Buy
6,096
+845
+16% +$68.3K 0.07% 129
2021
Q1 		$412K Buy
5,251
+1,909
+57% +$164K 0.06% 136
2020
Q4 		$306K Buy
+3,342
New +$288K 0.05% 138

Other funds holding AMD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lyell Wealth Management's AMD Position: Q2 2026 in Review

Lyell Wealth Management reduced its Advanced Micro Devices (AMD) stake by 10% in Q2 2026, selling an estimated $3.27M and leaving 69,499 shares worth $40.4M. The position accounts for 2.48% of the portfolio, ranked #8.

Lyell Wealth Management first reported a position in AMD in Q4 2020 and has held it in 23 quarters since. 3,997 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

  • Lyell Wealth Management held 69,499 shares of Advanced Micro Devices worth $40.4M as of Q2 2026.
  • Lyell Wealth Management sold 7,987 Advanced Micro Devices shares in Q2 2026, an estimated $3.27M.
  • Advanced Micro Devices made up 2.48% of Lyell Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Lyell Wealth Management first reported a position in Advanced Micro Devices in Q4 2020 and has held it in 23 quarters since.
  • 3,997 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.