Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Advanced Micro Devices AMD Stock Holding History

Kovitz Investment Group Partners’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 		$85.2M Sell
146,710
-109,081
-43% -$44.7M 1.89% 8
2026
Q1 		$52M Buy
255,791
+170,976
+202% +$36.5M 1.21% 14
2025
Q4 		$18.2M Sell
84,815
-1,721,078
-95% -$387M 0.4% 59
2025
Q3 		$292M Sell
1,805,893
-37,819
-2% -$6.1M 1.14% 15
2025
Q2 		$262M Buy
1,843,712
+51,740
+3% +$5.63M 1.12% 18
2025
Q1 		$184M Buy
1,791,972
+331,403
+23% +$36.8M 0.92% 24
2024
Q4 		$176M Buy
1,460,569
+1,333,014
+1,045% +$192M 0.86% 26
2024
Q3 		$17.1M Buy
127,555
+50,739
+66% +$7.71M 0.12% 155
2024
Q2 		$12.5M Buy
76,816
+71,515
+1,349% +$11.5M 0.11% 138
2024
Q1 		$957K Buy
5,301
+3,401
+179% +$595K 0.01% 416
2023
Q4 		$280K Buy
+1,900
New +$224K ﹤0.01% 367
2023
Q2 		– Sell
-5,143
Closed -$504K – 411
2023
Q1 		$504K Buy
5,143
+1,583
+44% +$129K 0.01% 345
2022
Q4 		$231K Buy
+3,560
New +$235K ﹤0.01% 378
2022
Q3 		– Sell
-2,836
Closed -$217K – 390
2022
Q2 		$217K Sell
2,836
-780
-22% -$73K ﹤0.01% 389
2022
Q1 		$395K Buy
3,616
+1,094
+43% +$131K 0.01% 358
2021
Q4 		$231K Buy
2,522
+2
+0.1% +$269 0.01% 390
2021
Q3 		$259K Hold
2,520
– – 0.01% 399
2021
Q2 		$237K Buy
+2,520
New +$204K ﹤0.01% 401
2021
Q1 		– Sell
-2,522
Closed -$231K – 416
2020
Q4 		$231K Hold
2,522
– – 0.01% 394
2020
Q3 		$207K Buy
+2,522
New +$187K 0.01% 385

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

Kovitz Investment Group Partners's AMD Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its Advanced Micro Devices (AMD) stake by 43% in Q2 2026, selling an estimated $44.7M and leaving 146,710 shares worth $85.2M. The position accounts for 1.89% of the portfolio, ranked #8.

Kovitz Investment Group Partners first reported a position in AMD in Q3 2020 and has held it in 20 quarters since. The position peaked at $292M in Q3 2025. 3,987 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

  • Kovitz Investment Group Partners held 146,710 shares of Advanced Micro Devices worth $85.2M as of Q2 2026.
  • Kovitz Investment Group Partners sold 109,081 Advanced Micro Devices shares in Q2 2026, an estimated $44.7M.
  • Advanced Micro Devices made up 1.89% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #8 holding.
  • Kovitz Investment Group Partners first reported a position in Advanced Micro Devices in Q3 2020 and has held it in 20 quarters since.
  • Kovitz Investment Group Partners's Advanced Micro Devices position peaked at $292M in Q3 2025.
  • 3,987 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.