LWM
AMD icon

Long Walk Management’s Advanced Micro Devices AMD Stock Holding History

Long Walk 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 		– Sell
-134,400
Closed -$28.8M – 12
2025
Q4 		$28.8M Sell
134,400
-65,600
-33% -$14.7M 6.4% 7
2025
Q3 		$32.4M Buy
+200,000
New +$32.3M 6.54% 8

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

Long Walk Management's AMD Position: Q1 2026 in Review

Long Walk Management sold out of Advanced Micro Devices (AMD) in Q1 2026, closing a stake of 134,400 shares — an estimated $28.8M sold.

Long Walk Management first reported a position in AMD in Q3 2025 and held it in 2 quarters. The position peaked at $32.4M in Q3 2025. 3,167 funds tracked by Wall St. Rank hold AMD as of Q1 2026.

  • Long Walk Management reported no remaining Advanced Micro Devices position as of Q1 2026 after selling out during the quarter.
  • Long Walk Management sold 134,400 Advanced Micro Devices shares in Q1 2026, an estimated $28.8M.
  • Long Walk Management first reported a position in Advanced Micro Devices in Q3 2025 and held it in 2 quarters.
  • Long Walk Management's Advanced Micro Devices position peaked at $32.4M in Q3 2025.
  • 3,167 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q1 2026.

Based on Long Walk Management's 13F filing for Q1 2026, filed 14 May 2026.