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Whalen Wealth Management’s Advanced Micro Devices AMD Stock Holding History

Whalen 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 		$986K Sell
4,846
-1,280
-21% -$273K 0.53% 47
2025
Q4 		$1.31M Buy
+6,126
New +$1.38M 0.7% 33
2024
Q3 		– Sell
-3,905
Closed -$633K – 116
2024
Q2 		$633K Buy
3,905
+989
+34% +$159K 0.5% 45
2024
Q1 		$526K Buy
+2,916
New +$510K 0.39% 45

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

Whalen Wealth Management's AMD Position: Q1 2026 in Review

Whalen Wealth Management reduced its Advanced Micro Devices (AMD) stake by 21% in Q1 2026, selling an estimated $273K and leaving 4,846 shares worth $986K. The position accounts for 0.53% of the portfolio, ranked #47.

Whalen Wealth Management first reported a position in AMD in Q1 2024 and has held it in 4 quarters since. The position peaked at $1.31M in Q4 2025. 3,167 funds tracked by Wall St. Rank hold AMD as of Q1 2026.

  • Whalen Wealth Management held 4,846 shares of Advanced Micro Devices worth $986K as of Q1 2026.
  • Whalen Wealth Management sold 1,280 Advanced Micro Devices shares in Q1 2026, an estimated $273K.
  • Advanced Micro Devices made up 0.53% of Whalen Wealth Management's portfolio in Q1 2026, its #47 holding.
  • Whalen Wealth Management first reported a position in Advanced Micro Devices in Q1 2024 and has held it in 4 quarters since.
  • Whalen Wealth Management's Advanced Micro Devices position peaked at $1.31M in Q4 2025.
  • 3,167 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.