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Summit Wealth & Retirement Planning’s Advanced Micro Devices AMD Stock Holding History

Summit Wealth & Retirement Planning’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 		$316K Sell
1,555
-24
-2% -$5.12K 0.08% 84
2025
Q4 		$338K Buy
1,579
+24
+2% +$5.39K 0.08% 76
2025
Q3 		$252K Sell
1,555
-87
-5% -$14K 0.06% 92
2025
Q2 		$233K Buy
+1,642
New +$179K 0.06% 91
2024
Q4 		– Sell
-1,654
Closed -$271K – 76
2024
Q3 		$271K Sell
1,654
-40
-2% -$6.08K 0.09% 53
2024
Q2 		$275K Buy
1,694
+99
+6% +$15.9K 0.09% 53
2024
Q1 		$288K Sell
1,595
-143
-8% -$25K 0.1% 53
2023
Q4 		$256K Buy
+1,738
New +$205K 0.11% 50
2023
Q3 		– Sell
-1,812
Closed -$206K – 58
2023
Q2 		$206K Sell
1,812
-1,197
-40% -$124K 0.08% 57
2023
Q1 		$295K Sell
3,009
-1,580
-34% -$129K 0.11% 83
2022
Q4 		$297K Sell
4,589
-201
-4% -$13.3K 0.12% 83
2022
Q3 		$303K Hold
4,790
– – 0.12% 86
2022
Q2 		$366K Sell
4,790
-2,925
-38% -$274K 0.14% 82
2022
Q1 		$844K Sell
7,715
-500
-6% -$59.7K 0.3% 49
2021
Q4 		$1.18M Sell
8,215
-153
-2% -$20.6K 0.4% 37
2021
Q3 		$861K Sell
8,368
-446
-5% -$45.6K 0.32% 48
2021
Q2 		$828K Buy
+8,814
New +$712K 0.31% 49

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

Summit Wealth & Retirement Planning's AMD Position: Q1 2026 in Review

Summit Wealth & Retirement Planning reduced its Advanced Micro Devices (AMD) stake by 1.5% in Q1 2026, selling an estimated $5.12K and leaving 1,555 shares worth $316K. The position accounts for 0.08% of the portfolio, ranked #84.

Summit Wealth & Retirement Planning first reported a position in AMD in Q2 2021 and has held it in 17 quarters since. The position peaked at $1.18M in Q4 2021. 3,166 funds tracked by Wall St. Rank hold AMD as of Q1 2026.

  • Summit Wealth & Retirement Planning held 1,555 shares of Advanced Micro Devices worth $316K as of Q1 2026.
  • Summit Wealth & Retirement Planning sold 24 Advanced Micro Devices shares in Q1 2026, an estimated $5.12K.
  • Advanced Micro Devices made up 0.08% of Summit Wealth & Retirement Planning's portfolio in Q1 2026, its #84 holding.
  • Summit Wealth & Retirement Planning first reported a position in Advanced Micro Devices in Q2 2021 and has held it in 17 quarters since.
  • Summit Wealth & Retirement Planning's Advanced Micro Devices position peaked at $1.18M in Q4 2021.
  • 3,166 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q1 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.