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Spartan Planning & Wealth Management’s Advanced Micro Devices AMD Stock Holding History

Spartan Planning & 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
Q2 		$1.59M Buy
2,729
+853
+45% +$350K 1.06% 23
2026
Q1 		$382K Sell
1,876
-1,802
-49% -$385K 0.28% 46
2025
Q4 		$788K Buy
3,678
+536
+17% +$120K 0.58% 31
2025
Q3 		$508K Buy
+3,142
New +$507K 0.4% 42
2023
Q4 		$322K Buy
2,183
+1,922
+736% +$227K 0.34% 38
2023
Q3 		$26.8K Buy
+261
New +$28.3K 0.03% 99

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

Spartan Planning & Wealth Management's AMD Position: Q2 2026 in Review

Spartan Planning & Wealth Management increased its Advanced Micro Devices (AMD) stake by 45% in Q2 2026, buying an estimated $350K and bringing the position to 2,729 shares worth $1.59M. The position accounts for 1.06% of the portfolio, ranked #23.

Spartan Planning & Wealth Management first reported a position in AMD in Q3 2023 and has held it in 6 quarters since. 3,986 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

  • Spartan Planning & Wealth Management held 2,729 shares of Advanced Micro Devices worth $1.59M as of Q2 2026.
  • Spartan Planning & Wealth Management bought 853 Advanced Micro Devices shares in Q2 2026, an estimated $350K.
  • Advanced Micro Devices made up 1.06% of Spartan Planning & Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Spartan Planning & Wealth Management first reported a position in Advanced Micro Devices in Q3 2023 and has held it in 6 quarters since.
  • 3,986 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.