MWM
AMD icon

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

Modera 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 		$816K Sell
4,012
-1,194
-23% -$255K 0.01% 354
2025
Q4 		$1.11M Buy
5,206
+427
+9% +$95.9K 0.01% 322
2025
Q3 		$773K Buy
4,779
+342
+8% +$55.2K 0.01% 375
2025
Q2 		$630K Buy
4,437
+483
+12% +$52.6K 0.01% 406
2025
Q1 		$406K Sell
3,954
-264
-6% -$29.4K 0.01% 463
2024
Q4 		$510K Buy
4,218
+460
+12% +$66.2K 0.01% 434
2024
Q3 		$617K Buy
3,758
+415
+12% +$63.1K 0.01% 381
2024
Q2 		$542K Sell
3,343
-790
-19% -$127K 0.01% 380
2024
Q1 		$746K Buy
4,133
+999
+32% +$175K 0.01% 338
2023
Q4 		$462K Buy
3,134
+310
+11% +$36.5K 0.01% 388
2023
Q3 		$290K Buy
2,824
+30
+1% +$3.26K 0.01% 460
2023
Q2 		$318K Buy
+2,794
New +$291K 0.01% 460
2022
Q1 		– Sell
-2,529
Closed -$364K – 367
2021
Q4 		$364K Buy
+2,529
New +$340K 0.01% 352

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

Modera Wealth Management's AMD Position: Q1 2026 in Review

Modera Wealth Management reduced its Advanced Micro Devices (AMD) stake by 23% in Q1 2026, selling an estimated $255K and leaving 4,012 shares worth $816K. The position accounts for 0.01% of the portfolio, ranked #354.

Modera Wealth Management first reported a position in AMD in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.11M in Q4 2025. 3,167 funds tracked by Wall St. Rank hold AMD as of Q1 2026.

  • Modera Wealth Management held 4,012 shares of Advanced Micro Devices worth $816K as of Q1 2026.
  • Modera Wealth Management sold 1,194 Advanced Micro Devices shares in Q1 2026, an estimated $255K.
  • Advanced Micro Devices made up 0.01% of Modera Wealth Management's portfolio in Q1 2026, its #354 holding.
  • Modera Wealth Management first reported a position in Advanced Micro Devices in Q4 2021 and has held it in 13 quarters since.
  • Modera Wealth Management's Advanced Micro Devices position peaked at $1.11M in Q4 2025.
  • 3,167 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.