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 Q3	$35.7M	Buy	58,350 +56,650	+3,332%	+$29.1M	7.41%	3
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

M & L Capital Management's AMD Position: Q3 2026 in Review

M & L Capital Management increased its Advanced Micro Devices (AMD) stake by 3,332% in Q3 2026, buying an estimated $29.1M and bringing the position to 58,350 shares worth $35.7M. The position accounts for 7.41% of the portfolio, ranked #3.

M & L Capital Management first reported a position in AMD in Q4 2024 and has held it in 7 quarters since. 2,610 funds tracked by Wall St. Rank hold AMD as of Q3 2026.

M & L Capital Management held 58,350 shares of Advanced Micro Devices worth $35.7M as of Q3 2026.
M & L Capital Management bought 56,650 Advanced Micro Devices shares in Q3 2026, an estimated $29.1M.
Advanced Micro Devices made up 7.41% of M & L Capital Management's portfolio in Q3 2026, its #3 holding.
M & L Capital Management first reported a position in Advanced Micro Devices in Q4 2024 and has held it in 7 quarters since.
2,610 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q3 2026.

Based on M & L Capital Management's 13F filing for Q3 2026, filed 26 Oct 2026.