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Birinyi Associates’s Advanced Micro Devices AMD Stock Holding History

Birinyi Associates’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 		$315K Buy
1,550
+300
+24% +$64.1K 0.09% 53
2025
Q4 		$268K Hold
1,250
– – 0.07% 53
2025
Q3 		$202K Buy
+1,250
New +$202K 0.05% 57
2025
Q1 		– Sell
-5,150
Closed -$622K – 57
2024
Q4 		$622K Sell
5,150
-1,000
-16% -$144K 0.17% 43
2024
Q3 		$1.01M Sell
6,150
-1,950
-24% -$296K 0.29% 38
2024
Q2 		$1.31M Sell
8,100
-2,590
-24% -$417K 0.39% 30
2024
Q1 		$1.93M Buy
10,690
+2,240
+27% +$392K 0.63% 26
2023
Q4 		$1.25M Sell
8,450
-1,100
-12% -$130K 0.44% 29
2023
Q3 		$982K Buy
9,550
+950
+11% +$103K 0.39% 32
2023
Q2 		$980K Buy
8,600
+900
+12% +$93.6K 0.36% 33
2023
Q1 		$755K Sell
7,700
-800
-9% -$65.1K 0.31% 40
2022
Q4 		$551K Sell
8,500
-3,500
-29% -$231K 0.26% 41
2022
Q3 		$760K Sell
12,000
-1,750
-13% -$149K 0.35% 35
2022
Q2 		$1.05M Sell
13,750
-2,150
-14% -$201K 0.48% 30
2022
Q1 		$1.74M Buy
15,900
+5,475
+53% +$654K 0.6% 23
2021
Q4 		$1.5M Sell
10,425
-100
-1% -$13.4K 0.47% 34
2021
Q3 		$1.08M Buy
10,525
+825
+9% +$84.3K 0.36% 39
2021
Q2 		$911K Sell
9,700
-3,400
-26% -$275K 0.32% 39
2021
Q1 		$1.03M Buy
13,100
+2,750
+27% +$237K 0.39% 37
2020
Q4 		$949K Buy
10,350
+750
+8% +$64.7K 0.35% 36
2020
Q3 		$787K Sell
9,600
-7,000
-42% -$520K 0.33% 41
2020
Q2 		$873K Buy
16,600
+6,000
+57% +$318K 0.43% 38
2020
Q1 		$482K Sell
10,600
-750
-7% -$36.1K 0.26% 46
2019
Q4 		$521K Sell
11,350
-15,500
-58% -$571K 0.22% 56
2019
Q3 		$778K Buy
26,850
+500
+2% +$15.7K 0.34% 41
2019
Q2 		$800K Buy
+26,350
New +$752K 0.34% 43
2018
Q4 		– Sell
-10,100
Closed -$312K – 78
2018
Q3 		$312K Buy
+10,100
New +$228K 0.11% 79

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

Birinyi Associates's AMD Position: Q1 2026 in Review

Birinyi Associates increased its Advanced Micro Devices (AMD) stake by 24% in Q1 2026, buying an estimated $64.1K and bringing the position to 1,550 shares worth $315K. The position accounts for 0.09% of the portfolio, ranked #53.

Birinyi Associates first reported a position in AMD in Q3 2018 and has held it in 27 quarters since. The position peaked at $1.93M in Q1 2024. 3,169 funds tracked by Wall St. Rank hold AMD as of Q1 2026.

  • Birinyi Associates held 1,550 shares of Advanced Micro Devices worth $315K as of Q1 2026.
  • Birinyi Associates bought 300 Advanced Micro Devices shares in Q1 2026, an estimated $64.1K.
  • Advanced Micro Devices made up 0.09% of Birinyi Associates's portfolio in Q1 2026, its #53 holding.
  • Birinyi Associates first reported a position in Advanced Micro Devices in Q3 2018 and has held it in 27 quarters since.
  • Birinyi Associates's Advanced Micro Devices position peaked at $1.93M in Q1 2024.
  • 3,169 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q1 2026.

Based on Birinyi Associates's 13F filing for Q1 2026, filed 4 May 2026.