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

Howard 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	$8.4M	Sell	41,297 -42,041	-50%	-$8.98M	0.14%	45
2025 Q4	$17.8M	Buy	83,338 +1,765	+2%	+$396K	0.23%	41
2025 Q3	$13.2M	Buy	81,573 +10,680	+15%	+$1.72M	0.17%	41
2025 Q2	$10.1M	Buy	70,893 +7,486	+12%	+$815K	0.15%	43
2025 Q1	$6.51M	Sell	63,407 -6,330	-9%	-$704K	0.16%	40
2024 Q4	$8.42M	Buy	69,737 +1,645	+2%	+$237K	0.13%	41
2024 Q3	$11.2M	Buy	+68,092	New	+$10.3M	0.18%	34
2023 Q4	–	Sell	-10,202	Closed	-$1.05M	–	66
2023 Q3	$1.05M	Buy	10,202 +702	+7%	+$76.2K	0.14%	42
2023 Q2	$1.08M	Buy	+9,500	New	+$988K	0.15%	40

Other funds holding AMD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Howard Capital Management reduced its Advanced Micro Devices (AMD) stake by 50% in Q1 2026, selling an estimated $8.98M and leaving 41,297 shares worth $8.4M. The position accounts for 0.14% of the portfolio, ranked #45.

Howard Capital Management first reported a position in AMD in Q2 2023 and has held it in 9 quarters since. The position peaked at $17.8M in Q4 2025. 3,167 funds tracked by Wall St. Rank hold AMD as of Q1 2026.

Howard Capital Management held 41,297 shares of Advanced Micro Devices worth $8.4M as of Q1 2026.
Howard Capital Management sold 42,041 Advanced Micro Devices shares in Q1 2026, an estimated $8.98M.
Advanced Micro Devices made up 0.14% of Howard Capital Management's portfolio in Q1 2026, its #45 holding.
Howard Capital Management first reported a position in Advanced Micro Devices in Q2 2023 and has held it in 9 quarters since.
Howard Capital Management's Advanced Micro Devices position peaked at $17.8M in Q4 2025.
3,167 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q1 2026.

Based on Howard Capital Management's 13F filing for Q1 2026, filed 5 May 2026.