Longbow Finance’s Advanced Micro Devices AMD Stock Holding History

Longbow Finance’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	-20,071	Closed	-$4.3M	–	56
2025 Q4	$4.3M	Sell	20,071 -25,665	-56%	-$5.76M	0.73%	54
2025 Q3	$7.4M	Sell	45,736 -16,245	-26%	-$2.62M	0.73%	53
2025 Q2	$8.8M	Buy	+61,981	New	+$6.75M	0.94%	37
2025 Q1	–	Sell	-45,438	Closed	-$5.49M	–	82
2024 Q4	$5.49M	Buy	45,438 +2,152	+5%	+$310K	0.6%	54
2024 Q3	$7.1M	Hold	43,286	–	–	0.76%	35
2024 Q2	$7.02M	Sell	43,286 -2,356	-5%	-$379K	0.73%	33
2024 Q1	$8.24M	Buy	+45,642	New	+$7.98M	0.83%	30
2023 Q3	–	Sell	-74,763	Closed	-$8.52M	–	61
2023 Q2	$8.52M	Sell	74,763 -22,568	-23%	-$2.35M	0.99%	39
2023 Q1	$9.54M	Buy	+97,331	New	+$7.92M	1.2%	33

Other funds holding AMD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Longbow Finance's AMD Position: Q1 2026 in Review

Longbow Finance sold out of Advanced Micro Devices (AMD) in Q1 2026, closing a stake of 20,071 shares — an estimated $4.3M sold.

Longbow Finance first reported a position in AMD in Q1 2023 and held it in 9 quarters. The position peaked at $9.54M in Q1 2023. 3,168 funds tracked by Wall St. Rank hold AMD as of Q1 2026.

Longbow Finance reported no remaining Advanced Micro Devices position as of Q1 2026 after selling out during the quarter.
Longbow Finance sold 20,071 Advanced Micro Devices shares in Q1 2026, an estimated $4.3M.
Longbow Finance first reported a position in Advanced Micro Devices in Q1 2023 and held it in 9 quarters.
Longbow Finance's Advanced Micro Devices position peaked at $9.54M in Q1 2023.
3,168 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q1 2026.

Based on Longbow Finance's 13F filing for Q1 2026, filed 12 May 2026.