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John Overdeck’s Advanced Micro Devices AMD Stock Holding History

John Overdeck’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 		$45.9M Buy
79,000
+74,000
+1,480% +$30.3M 0.03% 596
2026
Q1 		$1.02M Sell
5,000
-59,000
-92% -$12.6M ﹤0.01% 3255
2025
Q4 		$13.7M Buy
64,000
+59,000
+1,180% +$13.3M 0.02% 931
2025
Q3 		$809K Buy
+5,000
New +$807K ﹤0.01% 2722
2022
Q1 		– Sell
-29,200
Closed -$4.2M – 2632
2021
Q4 		$4.2M Sell
29,200
-94,800
-76% -$12.7M 0.01% 1298
2021
Q3 		$12.8M Sell
124,000
-318,500
-72% -$32.6M 0.03% 656
2021
Q2 		$41.6M Sell
442,500
-448,000
-50% -$36.2M 0.09% 249
2021
Q1 		$69.9M Buy
890,500
+729,700
+454% +$62.8M 0.18% 115
2020
Q4 		$14.7M Sell
160,800
-305,200
-65% -$26.3M 0.04% 459
2020
Q3 		$38.2M Sell
466,000
-193,500
-29% -$14.4M 0.14% 156
2020
Q2 		$34.7M Buy
659,500
+45,500
+7% +$2.41M 0.17% 122
2020
Q1 		$27.9M Buy
614,000
+200,600
+49% +$9.66M 0.23% 78
2019
Q4 		$19M Sell
413,400
-196,800
-32% -$7.24M 0.06% 390
2019
Q3 		$17.7M Buy
610,200
+495,200
+431% +$15.5M 0.06% 377
2019
Q2 		$3.49M Sell
115,000
-124,600
-52% -$3.55M 0.01% 1090
2019
Q1 		$6.12M Sell
239,600
-470,500
-66% -$10.7M 0.02% 867
2018
Q4 		$13.1M Buy
710,100
+328,500
+86% +$7.1M 0.05% 458
2018
Q3 		$11.8M Buy
+381,600
New +$8.61M 0.03% 591
2018
Q2 		– Sell
-280,900
Closed -$2.82M – 3272
2018
Q1 		$2.82M Buy
+280,900
New +$3.33M 0.01% 1282
2017
Q4 		– Sell
-140,400
Closed -$1.79M – 3059
2017
Q3 		$1.79M Sell
140,400
-276,500
-66% -$3.61M 0.01% 1365
2017
Q2 		$5.2M Buy
416,900
+337,800
+427% +$4.13M 0.02% 833
2017
Q1 		$1.15M Buy
+79,100
New +$1M ﹤0.01% 1831
2016
Q4 		– Sell
-37,400
Closed -$258K – 3049
2016
Q3 		$258K Buy
+37,400
New +$239K ﹤0.01% 2841

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

John Overdeck's AMD Position: Q2 2026 in Review

John Overdeck increased its Advanced Micro Devices (AMD) stake by 10% in Q2 2026, buying an estimated $58.8M and bringing the position to 1,515,419 shares worth $880M. The position accounts for 0.64% of the portfolio, ranked #11.

John Overdeck first reported a position in AMD in Q2 2013 and has held it in 36 quarters since. 3,966 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

  • John Overdeck held 1,515,419 shares of Advanced Micro Devices worth $880M as of Q2 2026.
  • John Overdeck bought 143,415 Advanced Micro Devices shares in Q2 2026, an estimated $58.8M.
  • Advanced Micro Devices made up 0.64% of John Overdeck's portfolio in Q2 2026, its #11 holding.
  • John Overdeck first reported a position in Advanced Micro Devices in Q2 2013 and has held it in 36 quarters since.
  • 3,966 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.