Whelan Financial
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Whelan Financial’s Advanced Micro Devices AMD Stock Holding History

Whelan Financial’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
Q3 		$1.18M Buy
1,933
+341
+21% +$175K 0.31% 36
2026
Q2 		$925K Buy
1,592
+93
+6% +$38.1K 0.25% 40
2026
Q1 		$305K Buy
1,499
+220
+17% +$47K 0.09% 68
2025
Q4 		$274K Sell
1,279
-90
-7% -$20.2K 0.09% 73
2025
Q3 		$221K Buy
+1,369
New +$221K 0.07% 88

Other funds holding AMD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Whelan Financial's AMD Position: Q3 2026 in Review

Whelan Financial increased its Advanced Micro Devices (AMD) stake by 21% in Q3 2026, buying an estimated $175K and bringing the position to 1,933 shares worth $1.18M. The position accounts for 0.31% of the portfolio, ranked #36.

Whelan Financial first reported a position in AMD in Q3 2025 and has held it in 5 quarters since. 2,523 funds tracked by Wall St. Rank hold AMD as of Q3 2026.

  • Whelan Financial held 1,933 shares of Advanced Micro Devices worth $1.18M as of Q3 2026.
  • Whelan Financial bought 341 Advanced Micro Devices shares in Q3 2026, an estimated $175K.
  • Advanced Micro Devices made up 0.31% of Whelan Financial's portfolio in Q3 2026, its #36 holding.
  • Whelan Financial first reported a position in Advanced Micro Devices in Q3 2025 and has held it in 5 quarters since.
  • 2,523 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q3 2026.

Based on Whelan Financial's 13F filing for Q3 2026, filed 28 Oct 2026.