Cullinan Associates’s Advanced Micro Devices AMD Stock Holding History

Cullinan Associates’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	$2.16M	Hold	3,719	–	–	0.16%	90
2026 Q1	$757K	Hold	3,719	–	–	0.06%	133
2025 Q4	$796K	Sell	3,719 -300	-7%	-$67.4K	0.05%	142
2025 Q3	$650K	Sell	4,019 -500	-11%	-$80.7K	0.04%	151
2025 Q2	$641K	Sell	4,519 -300	-6%	-$32.7K	0.04%	155
2025 Q1	$495K	Hold	4,819	–	–	0.04%	165
2024 Q4	$582K	Hold	4,819	–	–	0.04%	162
2024 Q3	$758K	Buy	4,819 +300	+7%	+$45.6K	0.04%	161
2024 Q2	$733K	Hold	4,519	–	–	0.04%	164
2024 Q1	$816K	Sell	4,519 -934	-17%	-$163K	0.05%	167
2023 Q4	$804K	Sell	5,453 -2,500	-31%	-$295K	0.04%	160
2023 Q3	$818K	Sell	7,953 -600	-7%	-$65.1K	0.05%	152
2023 Q2	$974K	Buy	8,553 +3,019	+55%	+$314K	0.05%	160
2023 Q1	$542K	Buy	+5,534	New	+$450K	0.03%	184
2022 Q2	–	Sell	-2,823	Closed	-$309K	–	228
2022 Q1	$309K	Buy	+2,823	New	+$337K	0.02%	207

Other funds holding AMD

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cullinan Associates's AMD Position: Q2 2026 in Review

Cullinan Associates held its Advanced Micro Devices (AMD) position steady in Q2 2026 at 3,719 shares worth $2.16M. The position accounts for 0.16% of the portfolio, ranked #90.

Cullinan Associates first reported a position in AMD in Q1 2022 and has held it in 15 quarters since. 3,979 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

Cullinan Associates held 3,719 shares of Advanced Micro Devices worth $2.16M as of Q2 2026.
Cullinan Associates left its Advanced Micro Devices share count unchanged in Q2 2026.
Advanced Micro Devices made up 0.16% of Cullinan Associates's portfolio in Q2 2026, its #90 holding.
Cullinan Associates first reported a position in Advanced Micro Devices in Q1 2022 and has held it in 15 quarters since.
3,979 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on Cullinan Associates's 13F filing for Q2 2026, filed 29 Jul 2026.