LBP AM’s Advanced Micro Devices AMD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$243M Sell
417,746
-29,973
-7% -$12.3M 2.43% 8
2026
Q1
$91.1M Buy
447,719
+33,336
+8% +$7.12M 1.25% 16
2025
Q4
$88.7M Buy
414,383
+69,352
+20% +$15.6M 1.03% 17
2025
Q3
$55.8M Sell
345,031
-116,398
-25% -$18.8M 0.69% 25
2025
Q2
$65.5M Sell
461,429
-159,357
-26% -$17.3M 0.92% 22
2025
Q1
$63.8M Buy
620,786
+105,606
+20% +$11.7M 0.98% 20
2024
Q4
$62.2M Buy
515,180
+220,693
+75% +$31.8M 0.84% 25
2024
Q3
$48.3M Buy
294,487
+209,950
+248% +$31.9M 0.73% 30
2024
Q2
$13.7M Buy
84,537
+26
+0% +$4.18K 0.56% 44
2024
Q1
$15.3M Sell
84,511
-105,541
-56% -$18.4M 0.61% 41
2023
Q4
$28M Buy
190,052
+10,019
+6% +$1.18M 0.62% 40
2023
Q3
$18.5M Buy
180,033
+24,565
+16% +$2.67M 0.41% 65
2023
Q2
$17.7M Buy
155,468
+35,060
+29% +$3.65M 0.42% 69
2023
Q1
$11.8M Sell
120,408
-3,409
-3% -$277K 0.3% 82
2022
Q4
$8.02M Buy
+123,817
New +$8.17M 0.23% 94

Other funds holding AMD

LBP AM's AMD Position: Q2 2026 in Review

LBP AM reduced its Advanced Micro Devices (AMD) stake by 6.7% in Q2 2026, selling an estimated $12.3M and leaving 417,746 shares worth $243M. The position accounts for 2.43% of the portfolio, ranked #8.

LBP AM first reported a position in AMD in Q4 2022 and has held it in 15 quarters since. 3,989 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

  • LBP AM held 417,746 shares of Advanced Micro Devices worth $243M as of Q2 2026.
  • LBP AM sold 29,973 Advanced Micro Devices shares in Q2 2026, an estimated $12.3M.
  • Advanced Micro Devices made up 2.43% of LBP AM's portfolio in Q2 2026, its #8 holding.
  • LBP AM first reported a position in Advanced Micro Devices in Q4 2022 and has held it in 15 quarters since.
  • 3,989 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on LBP AM's 13F filing for Q2 2026, filed 24 Jul 2026.