WestHill Financial Advisors, Inc. AMD ADVANCED MICRO DEVICES INC

Ownership history in WestHill Financial Advisors, Inc.  ·  16 quarters on record

AI Ownership Summary

WestHill Financial Advisors, Inc. reported ADVANCED MICRO DEVICES INC (AMD) in 16 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.1% in 2024 Q1. The latest visible filing shows AMD at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AMD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WestHill Financial Advisors, Inc.'s position in ADVANCED MICRO DEVICES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

AMD was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How WestHill Financial Advisors, Inc. held AMD — position size vs. price
% of Fund (quarterly)    AMD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 943 -289 -23.5% 0.09% $548K 2026-07-21 $544.43
2026 Q1 UNCHANGED 1,232 0% 0.05% $251K 2026-04-09 $236.64
2025 Q4 REDUCED 11.5% -5.0% 1,232 -160 -11.5% 0.05% $264K 2026-01-21 $249.80
2025 Q3 REDUCED 38.3% +33.3% 1,392 -863 -38.3% 0.04% $225K 2025-10-14 $218.09
2025 Q1 REDUCED 2,255 -50 -2.2% 0.05% $232K 2025-04-21 $85.56
2024 Q4 REDUCED 2,305 -26 -1.1% 0.06% $278K 2025-01-31 $115.95
2024 Q3 UNCHANGED 2,331 0% 0.09% $382K 2024-10-18 $155.97
2024 Q2 ADDED 2,331 +29 +1.3% 0.09% $378K 2024-07-19 $151.58
2024 Q1 REDUCED 2,302 -29 -1.2% 0.10% $415K 2024-04-25 $153.76
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About WestHill Financial Advisors, Inc. and AMD

These are the practical questions this page is built to answer before you even open the full history table.

How long has WestHill Financial Advisors, Inc. reported owning AMD?

WestHill Financial Advisors, Inc. reported AMD across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported AMD position in WestHill Financial Advisors, Inc.'s portfolio?

The largest reported portfolio weight for AMD was 0.10% in 2024 Q1.

What is the latest reported AMD position on this page?

The most recent filing on this page is 2026 Q2, when WestHill Financial Advisors, Inc. reported 943 shares, equal to 0.09% of portfolio, with an estimated market value of $548K.

What does the chart on this AMD ownership page compare?

The chart compares WestHill Financial Advisors, Inc.'s quarterly AMD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did WestHill Financial Advisors, Inc. time their AMD position?

Based on 13F filing dates vs. subsequent AMD price moves, WestHill Financial Advisors, Inc. correctly timed 7 out of 11 reported position changes (64%). The annualised alpha on AMD relative to SPY over the holding period was +42.1%.

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