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WealthPlan Investment Management’s Advanced Micro Devices AMD Stock Holding History

WealthPlan Investment 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 		$10.9M Buy
18,847
+3,371
+22% +$1.38M 0.54% 52
2026
Q1 		$3.15M Buy
15,476
+9,319
+151% +$1.99M 0.18% 119
2025
Q4 		$1.32M Buy
6,157
+4,753
+339% +$1.07M 0.08% 176
2025
Q3 		$227K Sell
1,404
-372
-21% -$60K 0.02% 303
2025
Q2 		$252K Buy
+1,776
New +$193K 0.02% 305
2024
Q4 		– Sell
-1,492
Closed -$245K – 264
2024
Q3 		$245K Buy
+1,492
New +$227K 0.02% 228
2024
Q2 		– Sell
-1,800
Closed -$325K – 185
2024
Q1 		$325K Buy
+1,800
New +$315K 0.05% 151

Other funds holding AMD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthPlan Investment Management's AMD Position: Q2 2026 in Review

WealthPlan Investment Management increased its Advanced Micro Devices (AMD) stake by 22% in Q2 2026, buying an estimated $1.38M and bringing the position to 18,847 shares worth $10.9M. The position accounts for 0.54% of the portfolio, ranked #52.

WealthPlan Investment Management first reported a position in AMD in Q1 2024 and has held it in 7 quarters since. 4,008 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

  • WealthPlan Investment Management held 18,847 shares of Advanced Micro Devices worth $10.9M as of Q2 2026.
  • WealthPlan Investment Management bought 3,371 Advanced Micro Devices shares in Q2 2026, an estimated $1.38M.
  • Advanced Micro Devices made up 0.54% of WealthPlan Investment Management's portfolio in Q2 2026, its #52 holding.
  • WealthPlan Investment Management first reported a position in Advanced Micro Devices in Q1 2024 and has held it in 7 quarters since.
  • 4,008 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.