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Lumbard & Kellner’s Advanced Micro Devices AMD Stock Holding History

Lumbard & Kellner’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 		$555K Buy
+956
New +$392K 0.17% 76
2026
Q1 		– Sell
-22,578
Closed -$4.84M – 100
2025
Q4 		$4.84M Sell
22,578
-9,728
-30% -$2.18M 1.69% 23
2025
Q3 		$5.23M Hold
32,306
– – 1.92% 21
2025
Q2 		$4.58M Sell
32,306
-5,787
-15% -$630K 2% 19
2025
Q1 		$3.91M Buy
+38,093
New +$4.24M 1.73% 21

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

Lumbard & Kellner's AMD Position: Q2 2026 in Review

Lumbard & Kellner opened a new position in Advanced Micro Devices (AMD) in Q2 2026: 956 shares worth $555K. The stake represents 0.17% of the portfolio and ranks #76 among its holdings. This is a return to the name: Lumbard & Kellner previously reported a position in AMD as recently as Q4 2025.

Lumbard & Kellner first reported a position in AMD in Q1 2025 and has held it in 5 quarters since. The position peaked at $5.23M in Q3 2025. 3,979 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

  • Lumbard & Kellner held 956 shares of Advanced Micro Devices worth $555K as of Q2 2026.
  • Advanced Micro Devices was a new Lumbard & Kellner position in Q2 2026.
  • Advanced Micro Devices made up 0.17% of Lumbard & Kellner's portfolio in Q2 2026, its #76 holding.
  • Lumbard & Kellner first reported a position in Advanced Micro Devices in Q1 2025 and has held it in 5 quarters since.
  • Lumbard & Kellner's Advanced Micro Devices position peaked at $5.23M in Q3 2025.
  • 3,979 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on Lumbard & Kellner's 13F filing for Q2 2026, filed 6 Aug 2026.