BluePath Capital Management’s Advanced Micro Devices AMD Stock Holding History

BluePath Capital 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 Q3	$2.27M	Sell	3,716 -1,359	-27%	-$699K	1.19%	15
2026 Q2	$2.95M	Sell	5,075 -48	-0.9%	-$19.7K	1.62%	9
2026 Q1	$1.04M	Sell	5,123 -2,346	-31%	-$501K	0.72%	59
2025 Q4	$1.6M	Buy	7,469 +75	+1%	+$16.8K	1.08%	16
2025 Q3	$1.2M	Buy	7,394 +571	+8%	+$92.1K	0.88%	34
2025 Q2	$968K	Buy	+6,823	New	+$743K	0.85%	38
2025 Q1	–	Sell	-8,324	Closed	-$977K	–	85
2024 Q4	$977K	Buy	8,324 +6,246	+301%	+$899K	0.52%	52
2024 Q3	$341K	Sell	2,078 -348	-14%	-$52.9K	0.21%	85
2024 Q2	$394K	Buy	2,426 +124	+5%	+$19.9K	0.28%	85
2024 Q1	$415K	Buy	+2,302	New	+$402K	0.31%	87
2023 Q4	–	Sell	-391	Closed	-$40.2K	–	115
2023 Q3	$40.2K	Buy	+391	New	+$42.4K	0.04%	201

Other funds holding AMD

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

BluePath Capital Management's AMD Position: Q3 2026 in Review

BluePath Capital Management reduced its Advanced Micro Devices (AMD) stake by 27% in Q3 2026, selling an estimated $699K and leaving 3,716 shares worth $2.27M. The position accounts for 1.19% of the portfolio, ranked #15.

BluePath Capital Management first reported a position in AMD in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.95M in Q2 2026. 1,470 funds tracked by Wall St. Rank hold AMD as of Q3 2026.

BluePath Capital Management held 3,716 shares of Advanced Micro Devices worth $2.27M as of Q3 2026.
BluePath Capital Management sold 1,359 Advanced Micro Devices shares in Q3 2026, an estimated $699K.
Advanced Micro Devices made up 1.19% of BluePath Capital Management's portfolio in Q3 2026, its #15 holding.
BluePath Capital Management first reported a position in Advanced Micro Devices in Q3 2023 and has held it in 11 quarters since.
BluePath Capital Management's Advanced Micro Devices position peaked at $2.95M in Q2 2026.
1,470 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q3 2026.

Based on BluePath Capital Management's 13F filing for Q3 2026, filed 26 Oct 2026.