Front Street Capital Management’s Advanced Micro Devices AMD Stock Holding History

Front Street 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	$2.26M	Sell	4,275 -2,875	-40%	-$1.18M	0.26%	35
2026 Q1	$1.46M	Hold	7,150	–	–	0.19%	39
2025 Q4	$1.53M	Sell	7,150 -6,727	-48%	-$1.51M	0.22%	41
2025 Q3	$2.24M	Buy	+13,877	New	+$2.24M	0.35%	37
2024 Q1	–	Sell	-825	Closed	-$122K	–	72
2023 Q4	$122K	Buy	+825	New	+$97.2K	0.02%	82

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

Front Street Capital Management's AMD Position: Q2 2026 in Review

Front Street Capital Management reduced its Advanced Micro Devices (AMD) stake by 40% in Q2 2026, selling an estimated $1.18M and leaving 4,275 shares worth $2.26M. The position accounts for 0.26% of the portfolio, ranked #35.

Front Street Capital Management first reported a position in AMD in Q4 2023 and has held it in 5 quarters since. 4,000 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

Front Street Capital Management held 4,275 shares of Advanced Micro Devices worth $2.26M as of Q2 2026.
Front Street Capital Management sold 2,875 Advanced Micro Devices shares in Q2 2026, an estimated $1.18M.
Advanced Micro Devices made up 0.26% of Front Street Capital Management's portfolio in Q2 2026, its #35 holding.
Front Street Capital Management first reported a position in Advanced Micro Devices in Q4 2023 and has held it in 5 quarters since.
4,000 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on Front Street Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.