JC
AMD icon

JM2 Capital’s Advanced Micro Devices AMD Stock Holding History

JM2 Capital’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 		$3.87M Buy
6,667
+102
+2% +$41.8K 2.66% 8
2026
Q1 		$1.34M Buy
6,565
+163
+3% +$34.8K 1.11% 23
2025
Q4 		$1.37M Buy
+6,402
New +$1.44M 1.1% 22

Other funds holding AMD

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JM2 Capital's AMD Position: Q2 2026 in Review

JM2 Capital increased its Advanced Micro Devices (AMD) stake by 1.6% in Q2 2026, buying an estimated $41.8K and bringing the position to 6,667 shares worth $3.87M. The position accounts for 2.66% of the portfolio, ranked #8.

JM2 Capital first reported a position in AMD in Q4 2025 and has held it in 3 quarters since. 2,377 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

  • JM2 Capital held 6,667 shares of Advanced Micro Devices worth $3.87M as of Q2 2026.
  • JM2 Capital bought 102 Advanced Micro Devices shares in Q2 2026, an estimated $41.8K.
  • Advanced Micro Devices made up 2.66% of JM2 Capital's portfolio in Q2 2026, its #8 holding.
  • JM2 Capital first reported a position in Advanced Micro Devices in Q4 2025 and has held it in 3 quarters since.
  • 2,377 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on JM2 Capital's 13F filing for Q2 2026, filed 22 Jul 2026.