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Jacobs & Co’s Advanced Micro Devices AMD Stock Holding History

Jacobs & Co’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 		$51.7M Sell
89,077
-7,645
-8% -$3.13M 4.44% 3
2026
Q1 		$19.7M Sell
96,722
-507
-0.5% -$108K 1.94% 13
2025
Q4 		$20.8M Sell
97,229
-3,014
-3% -$677K 1.96% 10
2025
Q3 		$16.2M Sell
100,243
-1,835
-2% -$296K 1.55% 14
2025
Q2 		$14.5M Buy
102,078
+3,161
+3% +$344K 1.44% 22
2025
Q1 		$10.2M Buy
98,917
+9,887
+11% +$1.1M 1.08% 35
2024
Q4 		$10.8M Buy
89,030
+10,404
+13% +$1.5M 1.09% 38
2024
Q3 		$12.9M Buy
+78,626
New +$11.9M 1.29% 28
2019
Q4 		– Sell
-17,000
Closed -$492K – 127
2019
Q3 		$492K Buy
17,000
+8,995
+112% +$282K 0.08% 99
2019
Q2 		$243K Sell
8,005
-20,000
-71% -$571K 0.04% 127
2019
Q1 		$714K Buy
+28,005
New +$636K 0.12% 97

Other funds holding AMD

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Jacobs & Co's AMD Position: Q2 2026 in Review

Jacobs & Co reduced its Advanced Micro Devices (AMD) stake by 7.9% in Q2 2026, selling an estimated $3.13M and leaving 89,077 shares worth $51.7M. The position accounts for 4.44% of the portfolio, ranked #3.

Jacobs & Co first reported a position in AMD in Q1 2019 and has held it in 11 quarters since. 1,865 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

  • Jacobs & Co held 89,077 shares of Advanced Micro Devices worth $51.7M as of Q2 2026.
  • Jacobs & Co sold 7,645 Advanced Micro Devices shares in Q2 2026, an estimated $3.13M.
  • Advanced Micro Devices made up 4.44% of Jacobs & Co's portfolio in Q2 2026, its #3 holding.
  • Jacobs & Co first reported a position in Advanced Micro Devices in Q1 2019 and has held it in 11 quarters since.
  • 1,865 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on Jacobs & Co's 13F filing for Q2 2026, filed 9 Jul 2026.