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Hudson Value Partners’s Advanced Micro Devices AMD Stock Holding History

Hudson Value Partners’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 		$6.15M Sell
10,591
-4,802
-31% -$1.97M 1.54% 23
2026
Q1 		$3.13M Buy
15,393
+5,016
+48% +$1.07M 0.93% 36
2025
Q4 		$2.23M Buy
10,377
+327
+3% +$73.4K 0.66% 42
2025
Q3 		$1.63M Sell
10,050
-1,165
-10% -$188K 0.5% 48
2025
Q2 		$1.59M Hold
11,215
– – 0.55% 47
2025
Q1 		$1.15M Hold
11,215
– – 0.43% 53
2024
Q4 		$1.35M Sell
11,215
-300
-3% -$43.2K 0.5% 44
2024
Q3 		$1.89M Sell
11,515
-960
-8% -$146K 0.73% 36
2024
Q2 		$2.02M Sell
12,475
-1,972
-14% -$317K 0.86% 37
2024
Q1 		$2.61M Buy
14,447
+837
+6% +$146K 1.11% 34
2023
Q4 		$2.01M Buy
13,610
+563
+4% +$66.4K 0.93% 37
2023
Q3 		$1.34M Buy
13,047
+1,247
+11% +$135K 0.7% 44
2023
Q2 		$1.34M Sell
11,800
-2,630
-18% -$274K 0.69% 43
2023
Q1 		$1.41M Sell
14,430
-2,970
-17% -$242K 0.8% 36
2022
Q4 		$1.13M Buy
17,400
+260
+2% +$17.2K 0.69% 43
2022
Q3 		$1.09M Sell
17,140
-450
-3% -$38.3K 0.73% 40
2022
Q2 		$1.34M Sell
17,590
-10
-0.1% -$936 0.85% 37
2022
Q1 		$1.92M Buy
17,600
+350
+2% +$41.8K 0.99% 35
2021
Q4 		$2.48M Buy
17,250
+266
+2% +$35.8K 1.2% 28
2021
Q3 		$1.75M Buy
16,984
+134
+0.8% +$13.7K 0.96% 33
2021
Q2 		$1.58M Buy
+16,850
New +$1.36M 0.87% 36

Other funds holding AMD

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Hudson Value Partners's AMD Position: Q2 2026 in Review

Hudson Value Partners reduced its Advanced Micro Devices (AMD) stake by 31% in Q2 2026, selling an estimated $1.97M and leaving 10,591 shares worth $6.15M. The position accounts for 1.54% of the portfolio, ranked #23.

Hudson Value Partners first reported a position in AMD in Q2 2021 and has held it in 21 quarters since. 1,030 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

  • Hudson Value Partners held 10,591 shares of Advanced Micro Devices worth $6.15M as of Q2 2026.
  • Hudson Value Partners sold 4,802 Advanced Micro Devices shares in Q2 2026, an estimated $1.97M.
  • Advanced Micro Devices made up 1.54% of Hudson Value Partners's portfolio in Q2 2026, its #23 holding.
  • Hudson Value Partners first reported a position in Advanced Micro Devices in Q2 2021 and has held it in 21 quarters since.
  • 1,030 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on Hudson Value Partners's 13F filing for Q2 2026, filed 10 Jul 2026.