Luther King Capital Management (LKCM)
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Luther King Capital Management (LKCM)’s Advanced Micro Devices AMD Stock Holding History

Luther King Capital Management (LKCM)’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 		$52.3M Buy
89,952
+5,413
+6% +$2.22M 0.21% 85
2026
Q1 		$17.2M Buy
84,539
+12,380
+17% +$2.64M 0.07% 138
2025
Q4 		$15.5M Buy
72,159
+12,843
+22% +$2.88M 0.06% 147
2025
Q3 		$9.6M Buy
59,316
+16,915
+40% +$2.73M 0.04% 175
2025
Q2 		$6.02M Sell
42,401
-832
-2% -$90.6K 0.03% 216
2025
Q1 		$4.44M Sell
43,233
-3,685
-8% -$410K 0.02% 238
2024
Q4 		$5.67M Sell
46,918
-8,076
-15% -$1.16M 0.02% 222
2024
Q3 		$9.02M Buy
54,994
+3,919
+8% +$595K 0.04% 169
2024
Q2 		$8.28M Buy
51,075
+969
+2% +$156K 0.04% 167
2024
Q1 		$9.04M Buy
50,106
+1,843
+4% +$322K 0.04% 162
2023
Q4 		$7.11M Buy
48,263
+84
+0.2% +$9.9K 0.03% 174
2023
Q3 		$4.95M Sell
48,179
-151
-0.3% -$16.4K 0.03% 199
2023
Q2 		$5.51M Sell
48,330
-235
-0.5% -$24.4K 0.03% 196
2023
Q1 		$4.76M Sell
48,565
-1,722
-3% -$140K 0.03% 194
2022
Q4 		$3.26M Sell
50,287
-6,671
-12% -$440K 0.02% 238
2022
Q3 		$3.61M Buy
56,958
+9,333
+20% +$795K 0.02% 219
2022
Q2 		$3.64M Buy
47,625
+4,780
+11% +$447K 0.02% 214
2022
Q1 		$4.68M Buy
+42,845
New +$5.11M 0.02% 206

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

Luther King Capital Management (LKCM)'s AMD Position: Q2 2026 in Review

Luther King Capital Management (LKCM) increased its Advanced Micro Devices (AMD) stake by 6.4% in Q2 2026, buying an estimated $2.22M and bringing the position to 89,952 shares worth $52.3M. The position accounts for 0.21% of the portfolio, ranked #85.

Luther King Capital Management (LKCM) first reported a position in AMD in Q1 2022 and has held it in 18 quarters since. 3,977 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

  • Luther King Capital Management (LKCM) held 89,952 shares of Advanced Micro Devices worth $52.3M as of Q2 2026.
  • Luther King Capital Management (LKCM) bought 5,413 Advanced Micro Devices shares in Q2 2026, an estimated $2.22M.
  • Advanced Micro Devices made up 0.21% of Luther King Capital Management (LKCM)'s portfolio in Q2 2026, its #85 holding.
  • Luther King Capital Management (LKCM) first reported a position in Advanced Micro Devices in Q1 2022 and has held it in 18 quarters since.
  • 3,977 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2026, filed 10 Aug 2026.