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

Total Wealth Planning & 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
Q1 		$213K Sell
1,048
-677
-39% -$145K 0.16% 182
2025
Q4 		$369K Buy
+1,725
New +$387K 0.27% 120
2025
Q2 		$276K Buy
+1,942
New +$211K 0.22% 173

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

Total Wealth Planning & Management's AMD Position: Q1 2026 in Review

Total Wealth Planning & Management reduced its Advanced Micro Devices (AMD) stake by 39% in Q1 2026, selling an estimated $145K and leaving 1,048 shares worth $213K. The position accounts for 0.16% of the portfolio, ranked #182.

Total Wealth Planning & Management first reported a position in AMD in Q2 2025 and has held it in 3 quarters since. The position peaked at $369K in Q4 2025. 3,167 funds tracked by Wall St. Rank hold AMD as of Q1 2026.

  • Total Wealth Planning & Management held 1,048 shares of Advanced Micro Devices worth $213K as of Q1 2026.
  • Total Wealth Planning & Management sold 677 Advanced Micro Devices shares in Q1 2026, an estimated $145K.
  • Advanced Micro Devices made up 0.16% of Total Wealth Planning & Management's portfolio in Q1 2026, its #182 holding.
  • Total Wealth Planning & Management first reported a position in Advanced Micro Devices in Q2 2025 and has held it in 3 quarters since.
  • Total Wealth Planning & Management's Advanced Micro Devices position peaked at $369K in Q4 2025.
  • 3,167 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.