MIP
AMD icon

Marietta Investment Partners’s Advanced Micro Devices AMD Stock Holding History

Marietta Investment Partners’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 		$2.43M Sell
4,182
-78
-2% -$32K 0.42% 63
2026
Q1 		$867K Sell
4,260
-140
-3% -$29.9K 0.17% 93
2025
Q4 		$942K Buy
4,400
+525
+14% +$118K 0.19% 93
2025
Q3 		$627K Buy
3,875
+35
+0.9% +$5.65K 0.12% 113
2025
Q2 		$545K Hold
3,840
– – 0.12% 113
2025
Q1 		$395K Sell
3,840
-5,530
-59% -$615K 0.1% 127
2024
Q4 		$1.13M Sell
9,370
-125
-1% -$18K 0.25% 77
2024
Q3 		$1.56M Hold
9,495
– – 0.33% 66
2024
Q2 		$1.54M Sell
9,495
-35
-0.4% -$5.63K 0.34% 65
2024
Q1 		$1.72M Sell
9,530
-2,022
-18% -$353K 0.38% 63
2023
Q4 		$1.7M Sell
11,552
-1,459
-11% -$172K 0.42% 59
2023
Q3 		$1.34M Sell
13,011
-1,915
-13% -$208K 0.37% 61
2023
Q2 		$1.7M Sell
14,926
-2,790
-16% -$290K 0.44% 56
2023
Q1 		$1.74M Buy
17,716
+1,442
+9% +$117K 0.48% 47
2022
Q4 		$1.05M Buy
16,274
+988
+6% +$65.2K 0.3% 72
2022
Q3 		$951K Sell
15,286
-57,363
-79% -$4.88M 0.28% 70
2022
Q2 		$5.55M Buy
72,649
+14,565
+25% +$1.36M 1.66% 20
2022
Q1 		$6.35M Buy
58,084
+39,999
+221% +$4.78M 1.45% 20
2021
Q4 		$2.6M Buy
18,085
+1,698
+10% +$228K 0.55% 51
2021
Q3 		$1.69M Buy
16,387
+3,022
+23% +$309K 0.39% 62
2021
Q2 		$1.25M Buy
13,365
+360
+3% +$29.1K 0.29% 76
2021
Q1 		$1.02M Hold
13,005
– – 0.25% 83
2020
Q4 		$1.19M Sell
13,005
-435
-3% -$37.5K 0.3% 68
2020
Q3 		$1.1M Sell
13,440
-955
-7% -$70.9K 0.33% 62
2020
Q2 		$757K Buy
14,395
+8,450
+142% +$448K 0.25% 69
2020
Q1 		$270K Buy
5,945
+890
+18% +$42.9K 0.12% 109
2019
Q4 		$232K Buy
+5,055
New +$186K 0.08% 141
2018
Q4 		– Sell
-11,005
Closed -$340K – 131
2018
Q3 		$340K Buy
+11,005
New +$248K 0.1% 112

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 $3.38T AUM 44.17% 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

Marietta Investment Partners's AMD Position: Q2 2026 in Review

Marietta Investment Partners reduced its Advanced Micro Devices (AMD) stake by 1.8% in Q2 2026, selling an estimated $32K and leaving 4,182 shares worth $2.43M. The position accounts for 0.42% of the portfolio, ranked #63.

Marietta Investment Partners first reported a position in AMD in Q3 2018 and has held it in 28 quarters since. The position peaked at $6.35M in Q1 2022. 4,008 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

  • Marietta Investment Partners held 4,182 shares of Advanced Micro Devices worth $2.43M as of Q2 2026.
  • Marietta Investment Partners sold 78 Advanced Micro Devices shares in Q2 2026, an estimated $32K.
  • Advanced Micro Devices made up 0.42% of Marietta Investment Partners's portfolio in Q2 2026, its #63 holding.
  • Marietta Investment Partners first reported a position in Advanced Micro Devices in Q3 2018 and has held it in 28 quarters since.
  • Marietta Investment Partners's Advanced Micro Devices position peaked at $6.35M in Q1 2022.
  • 4,008 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on Marietta Investment Partners's 13F filing for Q2 2026, filed 12 Aug 2026.