HCM
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HMI Capital Management’s Advanced Micro Devices AMD Stock Holding History

HMI 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 		$34.2M Buy
+58,800
New +$24.1M 4.8% 9

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

HMI Capital Management's AMD Position: Q2 2026 in Review

HMI Capital Management opened a new position in Advanced Micro Devices (AMD) in Q2 2026: 58,800 shares worth $34.2M. The stake represents 4.8% of the portfolio and ranks #9 among its holdings.

3,977 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

  • HMI Capital Management held 58,800 shares of Advanced Micro Devices worth $34.2M as of Q2 2026.
  • Advanced Micro Devices was a new HMI Capital Management position in Q2 2026.
  • Advanced Micro Devices made up 4.8% of HMI Capital Management's portfolio in Q2 2026, its #9 holding.
  • 3,977 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

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