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Summit Wealth Group, LLC/OK’s Advanced Micro Devices AMD Stock Holding History

Summit Wealth Group, LLC/OK’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
Q3 		$306K Sell
500
-31
-6% -$15.9K 0.52% 40
2026
Q2 		$308K Buy
+531
New +$218K 0.4% 43

Other funds holding AMD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Summit Wealth Group, LLC/OK's AMD Position: Q3 2026 in Review

Summit Wealth Group, LLC/OK reduced its Advanced Micro Devices (AMD) stake by 5.8% in Q3 2026, selling an estimated $15.9K and leaving 500 shares worth $306K. The position accounts for 0.52% of the portfolio, ranked #40.

Summit Wealth Group, LLC/OK first reported a position in AMD in Q2 2026 and has held it in 2 quarters since. The position peaked at $308K in Q2 2026. 2,629 funds tracked by Wall St. Rank hold AMD as of Q3 2026.

  • Summit Wealth Group, LLC/OK held 500 shares of Advanced Micro Devices worth $306K as of Q3 2026.
  • Summit Wealth Group, LLC/OK sold 31 Advanced Micro Devices shares in Q3 2026, an estimated $15.9K.
  • Advanced Micro Devices made up 0.52% of Summit Wealth Group, LLC/OK's portfolio in Q3 2026, its #40 holding.
  • Summit Wealth Group, LLC/OK first reported a position in Advanced Micro Devices in Q2 2026 and has held it in 2 quarters since.
  • Summit Wealth Group, LLC/OK's Advanced Micro Devices position peaked at $308K in Q2 2026.
  • 2,629 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q3 2026.

Based on Summit Wealth Group, LLC/OK's 13F filing for Q3 2026, filed 10 Nov 2026.