Franchise GP’s Advanced Micro Devices AMD Stock Holding History

Franchise GP’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	$21.7M	Buy	37,370 +26,890	+257%	+$11M	10.09%	2
2026 Q1	$2.13M	Buy	+10,480	New	+$2.24M	0.78%	15

Other funds holding AMD

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Norges Bank Oslo, Norway $1T AUM

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Franchise GP's AMD Position: Q2 2026 in Review

Franchise GP increased its Advanced Micro Devices (AMD) stake by 257% in Q2 2026, buying an estimated $11M and bringing the position to 37,370 shares worth $21.7M. The position accounts for 10.09% of the portfolio, ranked #2.

Franchise GP first reported a position in AMD in Q1 2026 and has held it in 2 quarters since. 3,467 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

Franchise GP held 37,370 shares of Advanced Micro Devices worth $21.7M as of Q2 2026.
Franchise GP bought 26,890 Advanced Micro Devices shares in Q2 2026, an estimated $11M.
Advanced Micro Devices made up 10.09% of Franchise GP's portfolio in Q2 2026, its #2 holding.
Franchise GP first reported a position in Advanced Micro Devices in Q1 2026 and has held it in 2 quarters since.
3,467 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on Franchise GP's 13F filing for Q2 2026, filed 22 Jul 2026.