Montz Harcus Wealth Management’s Advanced Micro Devices AMD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$414K Sell
676
-18
-3% -$9.26K 0.15% 61
2026
Q2
$403K Buy
+694
New +$285K 0.14% 62
2024
Q4
– Sell
-1,414
Closed -$232K – 75
2024
Q3
$232K Buy
1,414
+141
+11% +$21.4K 0.14% 66
2024
Q2
$206K Sell
1,273
-11
-0.9% -$1.77K 0.13% 66
2024
Q1
$232K Buy
+1,284
New +$224K 0.16% 56

Other funds holding AMD

Montz Harcus Wealth Management's AMD Position: Q3 2026 in Review

Montz Harcus Wealth Management reduced its Advanced Micro Devices (AMD) stake by 2.6% in Q3 2026, selling an estimated $9.26K and leaving 676 shares worth $414K. The position accounts for 0.15% of the portfolio, ranked #61.

Montz Harcus Wealth Management first reported a position in AMD in Q1 2024 and has held it in 5 quarters since. 229 funds tracked by Wall St. Rank hold AMD as of Q3 2026.

  • Montz Harcus Wealth Management held 676 shares of Advanced Micro Devices worth $414K as of Q3 2026.
  • Montz Harcus Wealth Management sold 18 Advanced Micro Devices shares in Q3 2026, an estimated $9.26K.
  • Advanced Micro Devices made up 0.15% of Montz Harcus Wealth Management's portfolio in Q3 2026, its #61 holding.
  • Montz Harcus Wealth Management first reported a position in Advanced Micro Devices in Q1 2024 and has held it in 5 quarters since.
  • 229 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q3 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.