LAM
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L2 Asset Management’s Advanced Micro Devices AMD Stock Holding History

L2 Asset 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 		$1.87M Buy
9,213
+845
+10% +$180K 0.18% 110
2025
Q4 		$1.79M Buy
8,368
+780
+10% +$175K 0.24% 88
2025
Q3 		$1.23M Buy
7,588
+352
+5% +$56.8K 0.18% 111
2025
Q2 		$1.03M Buy
7,236
+300
+4% +$32.7K 0.17% 111
2025
Q1 		$713K Buy
6,936
+667
+11% +$74.2K 0.15% 116
2024
Q4 		$757K Sell
6,269
-113
-2% -$16.3K 0.16% 101
2024
Q3 		$1.05M Buy
6,382
+232
+4% +$35.3K 0.28% 70
2024
Q2 		$998K Buy
6,150
+600
+11% +$96.5K 0.3% 73
2024
Q1 		$1M Sell
5,550
-43
-0.8% -$7.52K 0.33% 74
2023
Q4 		$824K Buy
5,593
+5,527
+8,374% +$651K 0.34% 71
2023
Q3 		$473K Sell
66
-4,072
-98% -$442K 0.22% 92
2023
Q2 		$471K Buy
4,138
+319
+8% +$33.2K 0.23% 87
2023
Q1 		$374K Buy
3,819
+164
+4% +$13.3K 0.21% 94
2022
Q4 		$237K Buy
3,655
+423
+13% +$27.9K 0.15% 119
2022
Q3 		$205K Buy
3,232
+400
+14% +$34.1K 0.14% 116
2022
Q2 		$217K Buy
2,832
+34
+1% +$3.18K 0.16% 114
2022
Q1 		$306K Buy
2,798
+1,064
+61% +$127K 0.18% 112
2021
Q4 		$250K Buy
+1,734
New +$233K 0.17% 102

Other funds holding AMD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

L2 Asset Management's AMD Position: Q1 2026 in Review

L2 Asset Management increased its Advanced Micro Devices (AMD) stake by 10% in Q1 2026, buying an estimated $180K and bringing the position to 9,213 shares worth $1.87M. The position accounts for 0.18% of the portfolio, ranked #110.

L2 Asset Management first reported a position in AMD in Q4 2021 and has held it in 18 quarters since. 3,167 funds tracked by Wall St. Rank hold AMD as of Q1 2026.

  • L2 Asset Management held 9,213 shares of Advanced Micro Devices worth $1.87M as of Q1 2026.
  • L2 Asset Management bought 845 Advanced Micro Devices shares in Q1 2026, an estimated $180K.
  • Advanced Micro Devices made up 0.18% of L2 Asset Management's portfolio in Q1 2026, its #110 holding.
  • L2 Asset Management first reported a position in Advanced Micro Devices in Q4 2021 and has held it in 18 quarters since.
  • 3,167 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q1 2026.

Based on L2 Asset Management's 13F filing for Q1 2026, filed 15 May 2026.