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

Boltwood 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
Q2 		$5.03M Sell
8,664
-43
-0.5% -$17.6K 1.15% 25
2026
Q1 		$1.77M Buy
8,707
+476
+6% +$102K 0.45% 56
2025
Q4 		$1.76M Buy
8,231
+113
+1% +$25.4K 0.46% 57
2025
Q3 		$1.31M Buy
8,118
+17
+0.2% +$2.74K 0.35% 68
2025
Q2 		$1.15M Buy
8,101
+1,274
+19% +$139K 0.33% 70
2025
Q1 		$701K Buy
6,827
+4,414
+183% +$491K 0.21% 93
2024
Q4 		$291K Buy
2,413
+320
+15% +$46K 0.09% 146
2024
Q3 		$343K Sell
2,093
-582
-22% -$88.4K 0.1% 138
2024
Q2 		$434K Buy
2,675
+50
+2% +$8.04K 0.14% 124
2024
Q1 		$474K Hold
2,625
– – 0.15% 116
2023
Q4 		$387K Sell
2,625
-700
-21% -$82.5K 0.13% 125
2023
Q3 		$342K Buy
3,325
+75
+2% +$8.14K 0.13% 121
2023
Q2 		$370K Buy
3,250
+45
+1% +$4.68K 0.13% 123
2023
Q1 		$314K Buy
+3,205
New +$261K 0.12% 128
2022
Q4 		– Sell
-4,000
Closed -$253K – 145
2022
Q3 		$253K Sell
4,000
-1,453
-27% -$124K 0.12% 131
2022
Q2 		$417K Hold
5,453
– – 0.18% 112
2022
Q1 		$596K Buy
+5,453
New +$651K 0.23% 104

Other funds holding AMD

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Boltwood Capital Management's AMD Position: Q2 2026 in Review

Boltwood Capital Management reduced its Advanced Micro Devices (AMD) stake by 0.49% in Q2 2026, selling an estimated $17.6K and leaving 8,664 shares worth $5.03M. The position accounts for 1.15% of the portfolio, ranked #25.

Boltwood Capital Management first reported a position in AMD in Q1 2022 and has held it in 17 quarters since. 1,081 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

  • Boltwood Capital Management held 8,664 shares of Advanced Micro Devices worth $5.03M as of Q2 2026.
  • Boltwood Capital Management sold 43 Advanced Micro Devices shares in Q2 2026, an estimated $17.6K.
  • Advanced Micro Devices made up 1.15% of Boltwood Capital Management's portfolio in Q2 2026, its #25 holding.
  • Boltwood Capital Management first reported a position in Advanced Micro Devices in Q1 2022 and has held it in 17 quarters since.
  • 1,081 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.