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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Azimuth Capital Investment Management's AMD Position: Q1 2026 in Review

Azimuth Capital Investment Management increased its Advanced Micro Devices (AMD) stake by 1.1% in Q1 2026, buying an estimated $309K and bringing the position to 132,339 shares worth $26.9M. The position accounts for 1.01% of the portfolio, ranked #16.

Azimuth Capital Investment Management first reported a position in AMD in Q4 2023 and has held it in 10 quarters since. The position peaked at $28M in Q4 2025. 3,167 funds tracked by Wall St. Rank hold AMD as of Q1 2026.

  • Azimuth Capital Investment Management held 132,339 shares of Advanced Micro Devices worth $26.9M as of Q1 2026.
  • Azimuth Capital Investment Management bought 1,449 Advanced Micro Devices shares in Q1 2026, an estimated $309K.
  • Advanced Micro Devices made up 1.01% of Azimuth Capital Investment Management's portfolio in Q1 2026, its #16 holding.
  • Azimuth Capital Investment Management first reported a position in Advanced Micro Devices in Q4 2023 and has held it in 10 quarters since.
  • Azimuth Capital Investment Management's Advanced Micro Devices position peaked at $28M in Q4 2025.
  • 3,167 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q1 2026.

Based on Azimuth Capital Investment Management's 13F filing for Q1 2026, filed 12 May 2026.