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

Walled Lake 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	$510K	Buy	+878	New	+$360K	0.13%	78
2026 Q1	–	Sell	-949	Closed	-$203K	–	137
2025 Q4	$203K	Buy	+949	New	+$213K	0.06%	129
2021 Q4	–	Sell	-500	Closed	-$51K	–	112
2021 Q3	$51K	Hold	500	–	–	0.03%	163
2021 Q2	$47K	Hold	500	–	–	0.03%	155
2021 Q1	$39K	Hold	500	–	–	0.03%	161
2020 Q4	$46K	Hold	500	–	–	0.03%	137
2020 Q3	$41K	Hold	500	–	–	0.03%	137
2020 Q2	$26K	Hold	500	–	–	0.02%	141
2020 Q1	$23K	Buy	+500	New	+$24.1K	0.02%	136

Other funds holding AMD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Walled Lake Planning & Wealth Management opened a new position in Advanced Micro Devices (AMD) in Q2 2026: 878 shares worth $510K. The stake represents 0.13% of the portfolio and ranks #78 among its holdings. This is a return to the name: Walled Lake Planning & Wealth Management previously reported a position in AMD as recently as Q4 2025.

Walled Lake Planning & Wealth Management first reported a position in AMD in Q1 2020 and has held it in 9 quarters since. 3,986 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

Walled Lake Planning & Wealth Management held 878 shares of Advanced Micro Devices worth $510K as of Q2 2026.
Advanced Micro Devices was a new Walled Lake Planning & Wealth Management position in Q2 2026.
Advanced Micro Devices made up 0.13% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #78 holding.
Walled Lake Planning & Wealth Management first reported a position in Advanced Micro Devices in Q1 2020 and has held it in 9 quarters since.
3,986 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.