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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Walled Lake Planning & Wealth Management sold out of Advanced Micro Devices (AMD) in Q1 2026, closing a stake of 949 shares — an estimated $203K sold.

Walled Lake Planning & Wealth Management first reported a position in AMD in Q1 2020 and held it in 8 quarters. The position peaked at $203K in Q4 2025. 3,166 funds tracked by Wall St. Rank hold AMD as of Q1 2026.

Walled Lake Planning & Wealth Management reported no remaining Advanced Micro Devices position as of Q1 2026 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 949 Advanced Micro Devices shares in Q1 2026, an estimated $203K.
Walled Lake Planning & Wealth Management first reported a position in Advanced Micro Devices in Q1 2020 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's Advanced Micro Devices position peaked at $203K in Q4 2025.
3,166 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q1 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.