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

Kanawha 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	$397K	Sell	1,953 -77	-4%	-$16.4K	0.03%	169
2025 Q4	$435K	Sell	2,030 -54	-3%	-$12.1K	0.03%	165
2025 Q3	$337K	Sell	2,084 -25	-1%	-$4.03K	0.02%	177
2025 Q2	$299K	Sell	2,109 -225	-10%	-$24.5K	0.02%	181
2025 Q1	$240K	Buy	2,334 +2	+0.1%	+$222	0.02%	196
2024 Q4	$282K	Buy	2,332 +30	+1%	+$4.32K	0.02%	183
2024 Q3	$378K	Buy	2,302 +350	+18%	+$53.2K	0.03%	180
2024 Q2	$317K	Buy	+1,952	New	+$314K	0.02%	191

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

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

Kanawha Capital Management reduced its Advanced Micro Devices (AMD) stake by 3.8% in Q1 2026, selling an estimated $16.4K and leaving 1,953 shares worth $397K. The position accounts for 0.03% of the portfolio, ranked #169.

Kanawha Capital Management first reported a position in AMD in Q2 2024 and has held it in 8 quarters since. The position peaked at $435K in Q4 2025. 3,167 funds tracked by Wall St. Rank hold AMD as of Q1 2026.

Kanawha Capital Management held 1,953 shares of Advanced Micro Devices worth $397K as of Q1 2026.
Kanawha Capital Management sold 77 Advanced Micro Devices shares in Q1 2026, an estimated $16.4K.
Advanced Micro Devices made up 0.03% of Kanawha Capital Management's portfolio in Q1 2026, its #169 holding.
Kanawha Capital Management first reported a position in Advanced Micro Devices in Q2 2024 and has held it in 8 quarters since.
Kanawha Capital Management's Advanced Micro Devices position peaked at $435K in Q4 2025.
3,167 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q1 2026.

Based on Kanawha Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.