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Lagoda Investment Management’s Advanced Micro Devices AMD Stock Holding History

Lagoda Investment 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
Q2 		$10.4M Buy
17,825
+6,345
+55% +$2.6M 5.69% 5
2026
Q1 		$2.34M Buy
+11,480
New +$2.45M 1.44% 20

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

Lagoda Investment Management's AMD Position: Q2 2026 in Review

Lagoda Investment Management increased its Advanced Micro Devices (AMD) stake by 55% in Q2 2026, buying an estimated $2.6M and bringing the position to 17,825 shares worth $10.4M. The position accounts for 5.69% of the portfolio, ranked #5.

Lagoda Investment Management first reported a position in AMD in Q1 2026 and has held it in 2 quarters since. 3,980 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

  • Lagoda Investment Management held 17,825 shares of Advanced Micro Devices worth $10.4M as of Q2 2026.
  • Lagoda Investment Management bought 6,345 Advanced Micro Devices shares in Q2 2026, an estimated $2.6M.
  • Advanced Micro Devices made up 5.69% of Lagoda Investment Management's portfolio in Q2 2026, its #5 holding.
  • Lagoda Investment Management first reported a position in Advanced Micro Devices in Q1 2026 and has held it in 2 quarters since.
  • 3,980 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

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