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GF Fund Management’s Advanced Micro Devices AMD Stock Holding History

GF Fund 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 		$360M Buy
619,172
+289,041
+88% +$119M 4.31% 5
2026
Q1 		$67.2M Sell
330,131
-32,250
-9% -$6.89M 1.12% 23
2025
Q4 		$77.6M Sell
362,381
-25,198
-7% -$5.66M 1.33% 17
2025
Q3 		$62.7M Sell
387,579
-52,396
-12% -$8.46M 1.14% 15
2025
Q2 		$62.4M Buy
439,975
+94,482
+27% +$10.3M 1.26% 13
2025
Q1 		$35.5M Sell
345,493
-9,396
-3% -$1.04M 0.83% 25
2024
Q4 		$42.9M Buy
+354,889
New +$51.1M 0.93% 18

Other funds holding AMD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GF Fund Management's AMD Position: Q2 2026 in Review

GF Fund Management increased its Advanced Micro Devices (AMD) stake by 88% in Q2 2026, buying an estimated $119M and bringing the position to 619,172 shares worth $360M. The position accounts for 4.31% of the portfolio, ranked #5.

GF Fund Management first reported a position in AMD in Q4 2024 and has held it in 7 quarters since. 3,986 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

  • GF Fund Management held 619,172 shares of Advanced Micro Devices worth $360M as of Q2 2026.
  • GF Fund Management bought 289,041 Advanced Micro Devices shares in Q2 2026, an estimated $119M.
  • Advanced Micro Devices made up 4.31% of GF Fund Management's portfolio in Q2 2026, its #5 holding.
  • GF Fund Management first reported a position in Advanced Micro Devices in Q4 2024 and has held it in 7 quarters since.
  • 3,986 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on GF Fund Management's 13F filing for Q2 2026, filed 7 Aug 2026.