SWA
AMD icon

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

Serenus 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
Q1 		$354K Sell
1,740
-50
-3% -$10.7K 0.07% 49
2025
Q4 		$383K Hold
1,790
– – 0.07% 48
2025
Q3 		$290K Sell
1,790
-313
-15% -$50.5K 0.05% 53
2025
Q2 		$298K Hold
2,103
– – 0.05% 50
2025
Q1 		$216K Hold
2,103
– – 0.04% 56
2024
Q4 		$254K Buy
+2,103
New +$303K 0.04% 48

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

Serenus Wealth Advisors's AMD Position: Q1 2026 in Review

Serenus Wealth Advisors reduced its Advanced Micro Devices (AMD) stake by 2.8% in Q1 2026, selling an estimated $10.7K and leaving 1,740 shares worth $354K. The position accounts for 0.07% of the portfolio, ranked #49.

Serenus Wealth Advisors first reported a position in AMD in Q4 2024 and has held it in 6 quarters since. The position peaked at $383K in Q4 2025. 3,167 funds tracked by Wall St. Rank hold AMD as of Q1 2026.

  • Serenus Wealth Advisors held 1,740 shares of Advanced Micro Devices worth $354K as of Q1 2026.
  • Serenus Wealth Advisors sold 50 Advanced Micro Devices shares in Q1 2026, an estimated $10.7K.
  • Advanced Micro Devices made up 0.07% of Serenus Wealth Advisors's portfolio in Q1 2026, its #49 holding.
  • Serenus Wealth Advisors first reported a position in Advanced Micro Devices in Q4 2024 and has held it in 6 quarters since.
  • Serenus Wealth Advisors's Advanced Micro Devices position peaked at $383K in Q4 2025.
  • 3,167 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q1 2026.

Based on Serenus Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.