Summit Financial Wealth Advisors
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Summit Financial Wealth Advisors’s Advanced Micro Devices AMD Stock Holding History

Summit Financial 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
Q3 		$583K Sell
953
-15
-2% -$7.72K 0.07% 114
2026
Q2 		$562K Buy
+968
New +$397K 0.07% 120
2022
Q1 		– Sell
-1,500
Closed -$217K – 132
2021
Q4 		$217K Buy
+1,500
New +$202K 0.04% 128

Other funds holding AMD

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Summit Financial Wealth Advisors's AMD Position: Q3 2026 in Review

Summit Financial Wealth Advisors reduced its Advanced Micro Devices (AMD) stake by 1.5% in Q3 2026, selling an estimated $7.72K and leaving 953 shares worth $583K. The position accounts for 0.07% of the portfolio, ranked #114.

Summit Financial Wealth Advisors first reported a position in AMD in Q4 2021 and has held it in 3 quarters since. 3,578 funds tracked by Wall St. Rank hold AMD as of Q3 2026.

  • Summit Financial Wealth Advisors held 953 shares of Advanced Micro Devices worth $583K as of Q3 2026.
  • Summit Financial Wealth Advisors sold 15 Advanced Micro Devices shares in Q3 2026, an estimated $7.72K.
  • Advanced Micro Devices made up 0.07% of Summit Financial Wealth Advisors's portfolio in Q3 2026, its #114 holding.
  • Summit Financial Wealth Advisors first reported a position in Advanced Micro Devices in Q4 2021 and has held it in 3 quarters since.
  • 3,578 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q3 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.