EULAV Asset Management’s Advanced Micro Devices AMD Stock Holding History

EULAV Asset 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 Q1	$35.4M	Sell	174,010 -20,000	-10%	-$4.27M	1.13%	27
2025 Q4	$41.5M	Sell	194,010 -8,990	-4%	-$2.02M	1.11%	27
2025 Q3	$32.8M	Sell	203,000 -25,000	-11%	-$4.03M	0.76%	41
2025 Q2	$32.4M	Buy	228,000 +34,000	+18%	+$3.7M	0.76%	39
2025 Q1	$19.9M	Sell	194,000 -30,000	-13%	-$3.34M	0.49%	56
2024 Q4	$27.1M	Buy	224,000 +44,000	+24%	+$6.33M	0.65%	45
2024 Q3	$29.5M	Buy	180,000 +56,000	+45%	+$8.51M	0.72%	44
2024 Q2	$20.1M	Sell	124,000 -1,000	-0.8%	-$161K	0.54%	50
2024 Q1	$22.6M	Sell	125,000 -7,013	-5%	-$1.23M	0.62%	48
2023 Q4	$19.5M	Sell	132,013 -12,987	-9%	-$1.53M	0.6%	52
2023 Q3	$14.9M	Buy	145,000 +33,000	+29%	+$3.58M	0.55%	59
2023 Q2	$12.8M	Sell	112,000 -14,000	-11%	-$1.46M	0.48%	61
2023 Q1	$12.3M	Sell	126,000 -19,043	-13%	-$1.55M	0.49%	59
2022 Q4	$9.39M	Buy	145,043 +19,990	+16%	+$1.32M	0.4%	71
2022 Q3	$7.92M	Buy	125,053 +5,010	+4%	+$427K	0.35%	81
2022 Q2	$9.18M	Buy	+120,043	New	+$11.2M	0.38%	75

Other funds holding AMD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

EULAV Asset Management's AMD Position: Q1 2026 in Review

EULAV Asset Management reduced its Advanced Micro Devices (AMD) stake by 10% in Q1 2026, selling an estimated $4.27M and leaving 174,010 shares worth $35.4M. The position accounts for 1.13% of the portfolio, ranked #27.

EULAV Asset Management first reported a position in AMD in Q2 2022 and has held it in 16 quarters since. The position peaked at $41.5M in Q4 2025. 3,167 funds tracked by Wall St. Rank hold AMD as of Q1 2026.

EULAV Asset Management held 174,010 shares of Advanced Micro Devices worth $35.4M as of Q1 2026.
EULAV Asset Management sold 20,000 Advanced Micro Devices shares in Q1 2026, an estimated $4.27M.
Advanced Micro Devices made up 1.13% of EULAV Asset Management's portfolio in Q1 2026, its #27 holding.
EULAV Asset Management first reported a position in Advanced Micro Devices in Q2 2022 and has held it in 16 quarters since.
EULAV Asset Management's Advanced Micro Devices position peaked at $41.5M in Q4 2025.
3,167 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q1 2026.

Based on EULAV Asset Management's 13F filing for Q1 2026, filed 7 May 2026.