Kensington Investment Counsel’s Advanced Micro Devices AMD Stock Holding History

Kensington Investment Counsel’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	$454K	Sell	2,231 -1,632	-42%	-$348K	0.22%	69
2025 Q4	$827K	Buy	3,863 +296	+8%	+$66.5K	0.34%	73
2025 Q3	$577K	Buy	3,567 +298	+9%	+$48.1K	0.24%	80
2025 Q2	$464K	Buy	3,269 +29	+0.9%	+$3.16K	0.2%	80
2025 Q1	$333K	Hold	3,240	–	–	0.15%	85
2024 Q4	$391K	Hold	3,240	–	–	0.16%	86
2024 Q3	$532K	Sell	3,240 -1	-0%	-$152	0.22%	84
2024 Q2	$526K	Hold	3,241	–	–	0.23%	85
2024 Q1	$585K	Buy	3,241 +1	+0%	+$175	0.27%	83
2023 Q4	$478K	Sell	3,240 -209	-6%	-$24.6K	0.25%	84
2023 Q3	$355K	Buy	3,449 +349	+11%	+$37.9K	0.22%	93
2023 Q2	$353K	Buy	+3,100	New	+$322K	0.22%	91

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

Kensington Investment Counsel's AMD Position: Q1 2026 in Review

Kensington Investment Counsel reduced its Advanced Micro Devices (AMD) stake by 42% in Q1 2026, selling an estimated $348K and leaving 2,231 shares worth $454K. The position accounts for 0.22% of the portfolio, ranked #69.

Kensington Investment Counsel first reported a position in AMD in Q2 2023 and has held it in 12 quarters since. The position peaked at $827K in Q4 2025. 3,169 funds tracked by Wall St. Rank hold AMD as of Q1 2026.

Kensington Investment Counsel held 2,231 shares of Advanced Micro Devices worth $454K as of Q1 2026.
Kensington Investment Counsel sold 1,632 Advanced Micro Devices shares in Q1 2026, an estimated $348K.
Advanced Micro Devices made up 0.22% of Kensington Investment Counsel's portfolio in Q1 2026, its #69 holding.
Kensington Investment Counsel first reported a position in Advanced Micro Devices in Q2 2023 and has held it in 12 quarters since.
Kensington Investment Counsel's Advanced Micro Devices position peaked at $827K in Q4 2025.
3,169 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q1 2026.

Based on Kensington Investment Counsel's 13F filing for Q1 2026, filed 19 May 2026.