Marcum Wealth’s Advanced Micro Devices AMD Stock Holding History

Marcum Wealth’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
2025 Q1	$294K	Sell	2,858 -126	-4%	-$14K	0.03%	285
2024 Q4	$360K	Sell	2,984 -460	-13%	-$66.2K	0.03%	246
2024 Q3	$565K	Buy	3,444 +307	+10%	+$46.6K	0.05%	175
2024 Q2	$509K	Sell	3,137 -35	-1%	-$5.63K	0.05%	188
2024 Q1	$573K	Sell	3,172 -49	-2%	-$8.57K	0.06%	172
2023 Q4	$475K	Buy	3,221 +53	+2%	+$6.25K	0.05%	191
2023 Q3	$326K	Buy	3,168 +14	+0.4%	+$1.52K	0.04%	232
2023 Q2	$359K	Buy	3,154 +494	+19%	+$51.4K	0.04%	218
2023 Q1	$261K	Buy	+2,660	New	+$216K	0.03%	273

Other funds holding AMD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Marcum Wealth's AMD Position: Q1 2025 in Review

Marcum Wealth reduced its Advanced Micro Devices (AMD) stake by 4.2% in Q1 2025, selling an estimated $14K and leaving 2,858 shares worth $294K. The position accounts for 0.03% of the portfolio, ranked #285.

Marcum Wealth first reported a position in AMD in Q1 2023 and has held it in 9 quarters since. The position peaked at $573K in Q1 2024. 2,315 funds tracked by Wall St. Rank hold AMD as of Q1 2025.

Marcum Wealth held 2,858 shares of Advanced Micro Devices worth $294K as of Q1 2025.
Marcum Wealth sold 126 Advanced Micro Devices shares in Q1 2025, an estimated $14K.
Advanced Micro Devices made up 0.03% of Marcum Wealth's portfolio in Q1 2025, its #285 holding.
Marcum Wealth first reported a position in Advanced Micro Devices in Q1 2023 and has held it in 9 quarters since.
Marcum Wealth's Advanced Micro Devices position peaked at $573K in Q1 2024.
2,315 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.