London & Capital Asset Management’s Advanced Micro Devices AMD Stock Holding History

London & Capital 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 Q2	$744M	Sell	1,282,430 -202,164	-14%	-$82.9M	6.82%	1
2026 Q1	$302M	Buy	1,484,594 +246,045	+20%	+$52.5M	3.29%	15
2025 Q4	$265M	Buy	1,238,549 +1,030,895	+496%	+$232M	2.74%	19
2025 Q3	$33.6M	Buy	207,654 +48,852	+31%	+$7.88M	2.4%	21
2025 Q2	$22.5M	Buy	158,802 +117,703	+286%	+$12.8M	1.71%	24
2025 Q1	$4.22M	Buy	+41,099	New	+$4.57M	0.36%	49
2020 Q3	–	Sell	-4,000	Closed	-$210K	–	63
2020 Q2	$210K	Buy	+4,000	New	+$212K	0.04%	100

Other funds holding AMD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

London & Capital Asset Management's AMD Position: Q2 2026 in Review

London & Capital Asset Management reduced its Advanced Micro Devices (AMD) stake by 14% in Q2 2026, selling an estimated $82.9M and leaving 1,282,430 shares worth $744M. The position accounts for 6.82% of the portfolio, ranked #1.

London & Capital Asset Management first reported a position in AMD in Q2 2020 and has held it in 7 quarters since. 3,957 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

London & Capital Asset Management held 1,282,430 shares of Advanced Micro Devices worth $744M as of Q2 2026.
London & Capital Asset Management sold 202,164 Advanced Micro Devices shares in Q2 2026, an estimated $82.9M.
Advanced Micro Devices made up 6.82% of London & Capital Asset Management's portfolio in Q2 2026, its #1 holding.
London & Capital Asset Management first reported a position in Advanced Micro Devices in Q2 2020 and has held it in 7 quarters since.
3,957 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on London & Capital Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.