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

Connective 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 		$7.08M Buy
12,189
+10,979
+907% +$4.5M 4.99% 4
2026
Q1 		$246K Buy
+1,210
New +$258K 0.2% 49
2025
Q4 		– Sell
-13,058
Closed -$2.11M – 58
2025
Q3 		$2.11M Buy
+13,058
New +$2.11M 1.94% 13
2025
Q2 		– Sell
-20,962
Closed -$2.15M – 53
2025
Q1 		$2.15M Buy
+20,962
New +$2.33M 1.98% 16

Other funds holding AMD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Connective Capital Management increased its Advanced Micro Devices (AMD) stake by 907% in Q2 2026, buying an estimated $4.5M and bringing the position to 12,189 shares worth $7.08M. The position accounts for 4.99% of the portfolio, ranked #4.

Connective Capital Management first reported a position in AMD in Q1 2025 and has held it in 4 quarters since. 3,977 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

  • Connective Capital Management held 12,189 shares of Advanced Micro Devices worth $7.08M as of Q2 2026.
  • Connective Capital Management bought 10,979 Advanced Micro Devices shares in Q2 2026, an estimated $4.5M.
  • Advanced Micro Devices made up 4.99% of Connective Capital Management's portfolio in Q2 2026, its #4 holding.
  • Connective Capital Management first reported a position in Advanced Micro Devices in Q1 2025 and has held it in 4 quarters since.
  • 3,977 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on Connective Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.