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BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Advanced Micro Devices AMD Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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 		$5.57M Sell
9,588
-2,130
-18% -$873K 0.75% 17
2026
Q1 		$2.38M Buy
11,718
+442
+4% +$94.4K 0.32% 53
2025
Q4 		$2.41M Buy
11,276
+27
+0.2% +$6.06K 0.32% 53
2025
Q3 		$1.82M Buy
11,249
+730
+7% +$118K 0.26% 68
2025
Q2 		$1.49M Buy
10,519
+1,280
+14% +$139K 0.23% 80
2025
Q1 		$949K Sell
9,239
-440
-5% -$48.9K 0.16% 117
2024
Q4 		$1.17M Sell
9,679
-1,847
-16% -$266K 0.2% 94
2024
Q3 		$1.89M Buy
+11,526
New +$1.75M 0.3% 60

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

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s AMD Position: Q2 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reduced its Advanced Micro Devices (AMD) stake by 18% in Q2 2026, selling an estimated $873K and leaving 9,588 shares worth $5.57M. The position accounts for 0.75% of the portfolio, ranked #17.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in AMD in Q3 2024 and has held it in 8 quarters since. 4,022 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 9,588 shares of Advanced Micro Devices worth $5.57M as of Q2 2026.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 2,130 Advanced Micro Devices shares in Q2 2026, an estimated $873K.
  • Advanced Micro Devices made up 0.75% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q2 2026, its #17 holding.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Advanced Micro Devices in Q3 2024 and has held it in 8 quarters since.
  • 4,022 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q2 2026, filed 30 Oct 2026.