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

Geode 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
Q1 		$8.08B Buy
39,791,086
+2,206,241
+6% +$471M 0.5% 26
2025
Q4 		$8.02B Buy
37,584,845
+287,525
+0.8% +$64.6M 0.49% 25
2025
Q3 		$6.01B Buy
37,297,320
+606,635
+2% +$97.9M 0.38% 33
2025
Q2 		$5.18B Buy
36,690,685
+514,445
+1% +$56M 0.36% 37
2025
Q1 		$3.7B Buy
36,176,240
+1,096,984
+3% +$122M 0.29% 54
2024
Q4 		$4.22B Buy
35,079,256
+835,413
+2% +$120M 0.33% 42
2024
Q3 		$5.6B Buy
34,243,843
+441,924
+1% +$67.1M 0.45% 27
2024
Q2 		$5.47B Buy
33,801,919
+1,022,173
+3% +$164M 0.48% 29
2024
Q1 		$5.9B Buy
32,779,746
+1,002,903
+3% +$175M 0.55% 23
2023
Q4 		$4.67B Buy
31,776,843
+673,248
+2% +$79.3M 0.49% 28
2023
Q3 		$3.19B Buy
31,103,595
+702,590
+2% +$76.3M 0.38% 40
2023
Q2 		$3.45B Buy
30,401,005
+769,928
+3% +$80.1M 0.41% 40
2023
Q1 		$2.9B Buy
29,631,077
+517,755
+2% +$42.1M 0.38% 42
2022
Q4 		$1.88B Buy
29,113,322
+387,696
+1% +$25.6M 0.26% 76
2022
Q3 		$1.82B Buy
28,725,626
+420,446
+1% +$35.8M 0.28% 68
2022
Q2 		$2.16B Buy
28,305,180
+673,691
+2% +$63.1M 0.32% 57
2022
Q1 		$3.01B Buy
27,631,489
+7,746,048
+39% +$925M 0.38% 43
2021
Q4 		$2.85B Buy
19,885,441
+593,949
+3% +$79.8M 0.34% 50
2021
Q3 		$1.98B Buy
19,291,492
+477,078
+3% +$48.8M 0.27% 70
2021
Q2 		$1.76B Buy
18,814,414
+475,469
+3% +$38.4M 0.24% 75
2021
Q1 		$1.44B Buy
18,338,945
+394,061
+2% +$33.9M 0.22% 81
2020
Q4 		$1.64B Buy
17,944,884
+502,891
+3% +$43.4M 0.28% 63
2020
Q3 		$1.43B Buy
17,441,993
+84,153
+0.5% +$6.25M 0.28% 63
2020
Q2 		$911M Sell
17,357,840
-2,131,272
-11% -$113M 0.2% 96
2020
Q1 		$885M Buy
19,489,112
+1,680,707
+9% +$81M 0.23% 86
2019
Q4 		$815M Buy
17,808,405
+1,017,603
+6% +$37.5M 0.17% 114
2019
Q3 		$486M Buy
16,790,802
+2,761,122
+20% +$86.6M 0.11% 182
2019
Q2 		$425M Sell
14,029,680
-24,297
-0.2% -$693K 0.1% 200
2019
Q1 		$358M Buy
14,053,977
+984,742
+8% +$22.4M 0.09% 209
2018
Q4 		$241M Buy
13,069,235
+1,651,507
+14% +$35.7M 0.07% 261
2018
Q3 		$352M Buy
11,417,728
+783,878
+7% +$17.7M 0.1% 201
2018
Q2 		$159M Buy
10,633,850
+546,303
+5% +$6.94M 0.05% 381
2018
Q1 		$101M Buy
10,087,547
+600,849
+6% +$7.12M 0.03% 498
2017
Q4 		$97.3M Buy
9,486,698
+386,063
+4% +$4.51M 0.03% 493
2017
Q3 		$116M Buy
9,100,635
+437,300
+5% +$5.71M 0.04% 416
2017
Q2 		$108M Sell
8,663,335
-546,988
-6% -$6.69M 0.04% 419
2017
Q1 		$134M Buy
9,210,323
+2,215,111
+32% +$28.1M 0.05% 341
2016
Q4 		$79.3M Buy
6,995,212
+383,718
+6% +$3.22M 0.04% 456
2016
Q3 		$45.7M Buy
6,611,494
+1,992,661
+43% +$12.7M 0.02% 596
2016
Q2 		$23.7M Buy
4,618,833
+227,595
+5% +$884K 0.01% 836
2016
Q1 		$12.5K Buy
4,391,238
+188,119
+4% +$428K 0.01% 1227
2015
Q4 		$12.1M Buy
4,203,119
+120,586
+3% +$270K 0.01% 1229
2015
Q3 		$7.02M Buy
4,082,533
+129,018
+3% +$243K ﹤0.01% 1591
2015
Q2 		$9.49M Buy
3,953,515
+410,451
+12% +$994K 0.01% 1452
2015
Q1 		$9.49M Buy
3,543,064
+385,808
+12% +$1.08M 0.01% 1429
2014
Q4 		$8.43M Buy
3,157,256
+19,086
+0.6% +$52.4K 0.01% 1466
2014
Q3 		$10.7M Buy
3,138,170
+76,288
+2% +$309K 0.01% 1205
2014
Q2 		$12.8M Buy
3,061,882
+86,754
+3% +$351K 0.01% 1113
2014
Q1 		$11.9M Buy
2,975,128
+88,327
+3% +$337K 0.01% 1120
2013
Q4 		$11.2M Buy
2,886,801
+400,585
+16% +$1.44M 0.01% 1107
2013
Q3 		$9.45M Sell
2,486,216
-1,594,519
-39% -$6.07M 0.01% 1108
2013
Q2 		$16.6M Buy
+4,080,735
New +$14.1M 0.01% 708

Other funds holding AMD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management's AMD Position: Q1 2026 in Review

Geode Capital Management increased its Advanced Micro Devices (AMD) stake by 5.9% in Q1 2026, buying an estimated $471M and bringing the position to 39,791,086 shares worth $8.08B. The position accounts for 0.5% of the portfolio, ranked #26.

Geode Capital Management first reported a position in AMD in Q2 2013 and has held it in 52 quarters since. 3,167 funds tracked by Wall St. Rank hold AMD as of Q1 2026.

  • Geode Capital Management held 39,791,086 shares of Advanced Micro Devices worth $8.08B as of Q1 2026.
  • Geode Capital Management bought 2,206,241 Advanced Micro Devices shares in Q1 2026, an estimated $471M.
  • Advanced Micro Devices made up 0.5% of Geode Capital Management's portfolio in Q1 2026, its #26 holding.
  • Geode Capital Management first reported a position in Advanced Micro Devices in Q2 2013 and has held it in 52 quarters since.
  • 3,167 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q1 2026.

Based on Geode Capital Management's 13F filing for Q1 2026, filed 15 May 2026.