Clear Street’s Advanced Micro Devices AMD Stock Holding History

Clear Street’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	$1.12B	Sell	5,501,140 -29,885	-0.5%	-$6.38M	4.55%	2
2025 Q4	$1.18B	Sell	5,531,025 -1,188,182	-18%	-$267M	4.4%	4
2025 Q3	$1.09B	Buy	6,719,207 +164,185	+3%	+$26.5M	3.71%	6
2025 Q2	$930M	Buy	6,555,022 +2,385,022	+57%	+$260M	3.71%	7
2025 Q1	$428M	Buy	4,170,000 +1,300,000	+45%	+$145M	3.78%	12
2024 Q4	$347M	Buy	2,870,000 +1,820,000	+173%	+$262M	3.47%	11
2024 Q3	$172M	Hold	1,050,000	–	–	1.96%	16
2024 Q2	$170M	Buy	1,050,000 +600,000	+133%	+$96.5M	1.61%	16
2024 Q1	$81.2M	Buy	450,000 +250,000	+125%	+$43.7M	1.16%	19
2023 Q4	$29.5M	Sell	200,000 -1,100,000	-85%	-$130M	0.73%	20
2023 Q3	$134M	Sell	1,300,000 -558,100	-30%	-$60.6M	2.34%	8
2023 Q2	$212M	Buy	+1,858,100	New	+$193M	2.06%	9
2023 Q1	–	Sell	-1,730,635	Closed	-$112M	–	1197
2022 Q4	$112M	Buy	1,730,635 +155,313	+10%	+$10.3M	1.41%	17
2022 Q3	$99.8M	Buy	1,575,322 +136,691	+10%	+$11.6M	2.32%	5
2022 Q2	$110M	Buy	1,438,631 +628,130	+77%	+$58.8M	4.72%	7
2022 Q1	$88.6M	Sell	810,501 -947,499	-54%	-$113M	11.03%	3
2021 Q4	$253M	Buy	+1,758,000	New	+$236M	6.96%	3

Other funds holding AMD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Clear Street's AMD Position: Q1 2026 in Review

Clear Street reduced its Advanced Micro Devices (AMD) stake by 0.54% in Q1 2026, selling an estimated $6.38M and leaving 5,501,140 shares worth $1.12B. The position accounts for 4.55% of the portfolio, ranked #2.

Clear Street first reported a position in AMD in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.18B in Q4 2025. 3,182 funds tracked by Wall St. Rank hold AMD as of Q1 2026.

Clear Street held 5,501,140 shares of Advanced Micro Devices worth $1.12B as of Q1 2026.
Clear Street sold 29,885 Advanced Micro Devices shares in Q1 2026, an estimated $6.38M.
Advanced Micro Devices made up 4.55% of Clear Street's portfolio in Q1 2026, its #2 holding.
Clear Street first reported a position in Advanced Micro Devices in Q4 2021 and has held it in 17 quarters since.
Clear Street's Advanced Micro Devices position peaked at $1.18B in Q4 2025.
3,182 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q1 2026.

Based on Clear Street's 13F filing for Q1 2026, filed 15 May 2026.