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

Conway 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 		$3.69M Buy
6,355
+5,105
+408% +$2.09M 1.64% 13
2026
Q1 		$254K Buy
+1,250
New +$267K 0.12% 38

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

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

Conway Capital Management increased its Advanced Micro Devices (AMD) stake by 408% in Q2 2026, buying an estimated $2.09M and bringing the position to 6,355 shares worth $3.69M. The position accounts for 1.64% of the portfolio, ranked #13.

Conway Capital Management first reported a position in AMD in Q1 2026 and has held it in 2 quarters since. 3,979 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

  • Conway Capital Management held 6,355 shares of Advanced Micro Devices worth $3.69M as of Q2 2026.
  • Conway Capital Management bought 5,105 Advanced Micro Devices shares in Q2 2026, an estimated $2.09M.
  • Advanced Micro Devices made up 1.64% of Conway Capital Management's portfolio in Q2 2026, its #13 holding.
  • Conway Capital Management first reported a position in Advanced Micro Devices in Q1 2026 and has held it in 2 quarters since.
  • 3,979 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on Conway Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.