ACIM
AMD icon

Azimuth Capital Investment Management’s Advanced Micro Devices AMD Stock Holding History

Azimuth Capital Investment 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 		$66.5M Sell
114,423
-17,916
-14% -$7.35M 2.24% 7
2026
Q1 		$26.9M Buy
132,339
+1,449
+1% +$309K 1.01% 16
2025
Q4 		$28M Buy
130,890
+15,256
+13% +$3.43M 1.01% 15
2025
Q3 		$18.7M Buy
115,634
+30,881
+36% +$4.98M 0.67% 45
2025
Q2 		$12M Buy
84,753
+4,504
+6% +$490K 0.45% 71
2025
Q1 		$8.24M Buy
80,249
+26,635
+50% +$2.96M 0.33% 115
2024
Q4 		$6.48M Sell
53,614
-1,859
-3% -$267K 0.25% 126
2024
Q3 		$9.1M Buy
55,473
+1,289
+2% +$196K 0.35% 96
2024
Q2 		$8.79M Buy
54,184
+1,478
+3% +$238K 0.36% 92
2024
Q1 		$9.51M Buy
52,706
+51,082
+3,145% +$8.93M 0.39% 83
2023
Q4 		$239K Buy
+1,624
New +$191K 0.01% 283

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

Azimuth Capital Investment Management's AMD Position: Q2 2026 in Review

Azimuth Capital Investment Management reduced its Advanced Micro Devices (AMD) stake by 14% in Q2 2026, selling an estimated $7.35M and leaving 114,423 shares worth $66.5M. The position accounts for 2.24% of the portfolio, ranked #7.

Azimuth Capital Investment Management first reported a position in AMD in Q4 2023 and has held it in 11 quarters since. 4,009 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

  • Azimuth Capital Investment Management held 114,423 shares of Advanced Micro Devices worth $66.5M as of Q2 2026.
  • Azimuth Capital Investment Management sold 17,916 Advanced Micro Devices shares in Q2 2026, an estimated $7.35M.
  • Advanced Micro Devices made up 2.24% of Azimuth Capital Investment Management's portfolio in Q2 2026, its #7 holding.
  • Azimuth Capital Investment Management first reported a position in Advanced Micro Devices in Q4 2023 and has held it in 11 quarters since.
  • 4,009 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on Azimuth Capital Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.