M & L Capital Management’s Advanced Micro Devices AMD Stock Holding History

M & L Capital 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	$988K	Buy	+1,700	New	+$697K	0.27%	17
2026 Q1	–	Sell	-25,800	Closed	-$5.53M	–	20
2025 Q4	$5.53M	Sell	25,800 -135,200	-84%	-$30.4M	1.15%	13
2025 Q3	$26M	Hold	161,000	–	–	5.19%	5
2025 Q2	$22.8M	Sell	161,000 -39,000	-20%	-$4.25M	5.14%	5
2025 Q1	$20.5M	Hold	200,000	–	–	6.15%	4
2024 Q4	$24.2M	Buy	+200,000	New	+$28.8M	5.88%	5

Other funds holding AMD

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

M & L Capital Management's AMD Position: Q2 2026 in Review

M & L Capital Management opened a new position in Advanced Micro Devices (AMD) in Q2 2026: 1,700 shares worth $988K. The stake represents 0.27% of the portfolio and ranks #17 among its holdings. This is a return to the name: M & L Capital Management previously reported a position in AMD as recently as Q4 2025.

M & L Capital Management first reported a position in AMD in Q4 2024 and has held it in 6 quarters since. The position peaked at $26M in Q3 2025. 692 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

M & L Capital Management held 1,700 shares of Advanced Micro Devices worth $988K as of Q2 2026.
Advanced Micro Devices was a new M & L Capital Management position in Q2 2026.
Advanced Micro Devices made up 0.27% of M & L Capital Management's portfolio in Q2 2026, its #17 holding.
M & L Capital Management first reported a position in Advanced Micro Devices in Q4 2024 and has held it in 6 quarters since.
M & L Capital Management's Advanced Micro Devices position peaked at $26M in Q3 2025.
692 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on M & L Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.