AGF Management’s Advanced Micro Devices AMD Stock Holding History

AGF 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 Q2	$588M	Buy	1,013,047 +554,209	+121%	+$227M	2.28%	6
2026 Q1	$93.3M	Buy	458,838 +15,117	+3%	+$3.23M	0.42%	76
2025 Q4	$95M	Buy	443,721 +433,421	+4,208%	+$97.3M	0.41%	69
2025 Q3	$1.67M	Sell	10,300 -5,249	-34%	-$847K	0.01%	504
2025 Q2	$2.21M	Buy	+15,549	New	+$1.69M	0.01%	468
2024 Q3	–	Sell	-7,875	Closed	-$1.28M	–	666
2024 Q2	$1.28M	Sell	7,875 -2,012	-20%	-$324K	0.01%	531
2024 Q1	$1.78M	Sell	9,887 -25,493	-72%	-$4.46M	0.01%	505
2023 Q4	$5.22M	Buy	35,380 +15,198	+75%	+$1.79M	0.03%	269
2023 Q3	$2.08M	Buy	+20,182	New	+$2.19M	0.01%	472
2023 Q2	–	Sell	-17,670	Closed	-$1.73M	–	664
2023 Q1	$1.73M	Sell	17,670 -891	-5%	-$72.5K	0.01%	513
2022 Q4	$1.2M	Buy	+18,561	New	+$1.23M	0.01%	567

Other funds holding AMD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AGF Management's AMD Position: Q2 2026 in Review

AGF Management increased its Advanced Micro Devices (AMD) stake by 121% in Q2 2026, buying an estimated $227M and bringing the position to 1,013,047 shares worth $588M. The position accounts for 2.28% of the portfolio, ranked #6.

AGF Management first reported a position in AMD in Q4 2022 and has held it in 11 quarters since. 3,977 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

AGF Management held 1,013,047 shares of Advanced Micro Devices worth $588M as of Q2 2026.
AGF Management bought 554,209 Advanced Micro Devices shares in Q2 2026, an estimated $227M.
Advanced Micro Devices made up 2.28% of AGF Management's portfolio in Q2 2026, its #6 holding.
AGF Management first reported a position in Advanced Micro Devices in Q4 2022 and has held it in 11 quarters since.
3,977 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on AGF Management's 13F filing for Q2 2026, filed 10 Aug 2026.