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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Marietta Investment Partners's AMD Position: Q1 2026 in Review

Marietta Investment Partners reduced its Advanced Micro Devices (AMD) stake by 3.2% in Q1 2026, selling an estimated $29.9K and leaving 4,260 shares worth $867K. The position accounts for 0.17% of the portfolio, ranked #93.

Marietta Investment Partners first reported a position in AMD in Q3 2018 and has held it in 27 quarters since. The position peaked at $6.35M in Q1 2022. 3,167 funds tracked by Wall St. Rank hold AMD as of Q1 2026.

  • Marietta Investment Partners held 4,260 shares of Advanced Micro Devices worth $867K as of Q1 2026.
  • Marietta Investment Partners sold 140 Advanced Micro Devices shares in Q1 2026, an estimated $29.9K.
  • Advanced Micro Devices made up 0.17% of Marietta Investment Partners's portfolio in Q1 2026, its #93 holding.
  • Marietta Investment Partners first reported a position in Advanced Micro Devices in Q3 2018 and has held it in 27 quarters since.
  • Marietta Investment Partners's Advanced Micro Devices position peaked at $6.35M in Q1 2022.
  • 3,167 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q1 2026.

Based on Marietta Investment Partners's 13F filing for Q1 2026, filed 28 Apr 2026.