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Octavia Wealth Advisors’s Advanced Micro Devices AMD Stock Holding History

Octavia Wealth Advisors’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 		$3.57M Sell
6,148
-321
-5% -$132K 0.31% 34
2026
Q1 		$1.32M Buy
6,469
+164
+3% +$35K 0.13% 62
2025
Q4 		$1.34M Buy
6,305
+321
+5% +$72.1K 0.13% 67
2025
Q3 		$968K Sell
5,984
-70
-1% -$11.3K 0.1% 84
2025
Q2 		$859K Sell
6,054
-672
-10% -$73.2K 0.1% 86
2025
Q1 		$691K Buy
6,726
+491
+8% +$54.6K 0.08% 93
2024
Q4 		$753K Buy
6,235
+541
+10% +$77.8K 0.09% 86
2024
Q3 		$934K Sell
5,694
-410
-7% -$62.3K 0.12% 74
2024
Q2 		$990K Buy
6,104
+936
+18% +$151K 0.13% 74
2024
Q1 		$933K Sell
5,168
-225
-4% -$39.3K 0.14% 78
2023
Q4 		$795K Buy
5,393
+29
+0.5% +$3.42K 0.14% 83
2023
Q3 		$552K Sell
5,364
-50
-0.9% -$5.43K 0.11% 97
2023
Q2 		$617K Buy
5,414
+291
+6% +$30.3K 0.13% 86
2023
Q1 		$502K Buy
5,123
+114
+2% +$9.28K 0.11% 91
2022
Q4 		$324K Buy
5,009
+38
+0.8% +$2.51K 0.08% 132
2022
Q3 		$315K Sell
4,971
-105
-2% -$8.94K 0.09% 121
2022
Q2 		$390K Sell
5,076
-424
-8% -$39.7K 0.1% 107
2022
Q1 		$601K Buy
5,500
+262
+5% +$31.3K 0.13% 87
2021
Q4 		$754K Sell
5,238
-734
-12% -$98.7K 0.16% 76
2021
Q3 		$614K Buy
5,972
+160
+3% +$16.4K 0.16% 81
2021
Q2 		$546K Buy
5,812
+1,242
+27% +$100K 0.14% 91
2021
Q1 		$359K Buy
4,570
+327
+8% +$28.2K 0.11% 117
2020
Q4 		$389K Buy
+4,243
New +$366K 0.13% 111

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

Octavia Wealth Advisors's AMD Position: Q2 2026 in Review

Octavia Wealth Advisors reduced its Advanced Micro Devices (AMD) stake by 5% in Q2 2026, selling an estimated $132K and leaving 6,148 shares worth $3.57M. The position accounts for 0.31% of the portfolio, ranked #34.

Octavia Wealth Advisors first reported a position in AMD in Q4 2020 and has held it in 23 quarters since. 3,977 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

  • Octavia Wealth Advisors held 6,148 shares of Advanced Micro Devices worth $3.57M as of Q2 2026.
  • Octavia Wealth Advisors sold 321 Advanced Micro Devices shares in Q2 2026, an estimated $132K.
  • Advanced Micro Devices made up 0.31% of Octavia Wealth Advisors's portfolio in Q2 2026, its #34 holding.
  • Octavia Wealth Advisors first reported a position in Advanced Micro Devices in Q4 2020 and has held it in 23 quarters since.
  • 3,977 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.