KIC
AMD icon

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
Q2 		$1.33M Buy
2,284
+53
+2% +$21.7K 0.58% 43
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
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

Kensington Investment Counsel's AMD Position: Q2 2026 in Review

Kensington Investment Counsel increased its Advanced Micro Devices (AMD) stake by 2.4% in Q2 2026, buying an estimated $21.7K and bringing the position to 2,284 shares worth $1.33M. The position accounts for 0.58% of the portfolio, ranked #43.

Kensington Investment Counsel first reported a position in AMD in Q2 2023 and has held it in 13 quarters since. 3,997 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

  • Kensington Investment Counsel held 2,284 shares of Advanced Micro Devices worth $1.33M as of Q2 2026.
  • Kensington Investment Counsel bought 53 Advanced Micro Devices shares in Q2 2026, an estimated $21.7K.
  • Advanced Micro Devices made up 0.58% of Kensington Investment Counsel's portfolio in Q2 2026, its #43 holding.
  • Kensington Investment Counsel first reported a position in Advanced Micro Devices in Q2 2023 and has held it in 13 quarters since.
  • 3,997 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on Kensington Investment Counsel's 13F filing for Q2 2026, filed 14 Aug 2026.