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 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 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

WealthPlan Investment Management's AMD Position: Q1 2026 in Review

WealthPlan Investment Management increased its Advanced Micro Devices (AMD) stake by 151% in Q1 2026, buying an estimated $1.99M and bringing the position to 15,476 shares worth $3.15M. The position accounts for 0.18% of the portfolio, ranked #119.

WealthPlan Investment Management first reported a position in AMD in Q1 2024 and has held it in 6 quarters since. 3,167 funds tracked by Wall St. Rank hold AMD as of Q1 2026.

WealthPlan Investment Management held 15,476 shares of Advanced Micro Devices worth $3.15M as of Q1 2026.
WealthPlan Investment Management bought 9,319 Advanced Micro Devices shares in Q1 2026, an estimated $1.99M.
Advanced Micro Devices made up 0.18% of WealthPlan Investment Management's portfolio in Q1 2026, its #119 holding.
WealthPlan Investment Management first reported a position in Advanced Micro Devices in Q1 2024 and has held it in 6 quarters since.
3,167 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.