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Michael J. Puzo’s Advanced Micro Devices AMD Stock Holding History

Michael J. Puzo’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 		$28.1M Sell
48,290
-5,977
-11% -$2.45M 7.23% 1
2026
Q1 		$11M Sell
54,267
-1,946
-3% -$416K 3.21% 11
2025
Q4 		$12M Sell
56,213
-7,234
-11% -$1.62M 3.28% 11
2025
Q3 		$10.3M Sell
63,447
-3,919
-6% -$632K 2.8% 14
2025
Q2 		$9.56M Sell
67,366
-10,766
-14% -$1.17M 2.72% 16
2025
Q1 		$8.03M Buy
78,132
+450
+0.6% +$50K 2.3% 23
2024
Q4 		$9.38M Sell
77,682
-2,905
-4% -$418K 2.62% 19
2024
Q3 		$13.2M Sell
80,587
-842
-1% -$128K 3.46% 8
2024
Q2 		$13.2M Sell
81,429
-4,198
-5% -$675K 3.67% 6
2024
Q1 		$15.5M Buy
85,627
+3,481
+4% +$609K 4.28% 4
2023
Q4 		$12.1M Sell
82,146
-2,291
-3% -$270K 3.85% 5
2023
Q3 		$8.68M Sell
84,437
-1,669
-2% -$181K 2.94% 15
2023
Q2 		$9.81M Sell
86,106
-3,422
-4% -$356K 3.1% 13
2023
Q1 		$8.77M Buy
89,528
+2,318
+3% +$189K 2.93% 14
2022
Q4 		$5.65M Buy
87,210
+1,203
+1% +$79.4K 2.04% 25
2022
Q3 		$5.45M Buy
86,007
+281
+0.3% +$23.9K 2.07% 23
2022
Q2 		$6.56M Sell
85,726
-2,096
-2% -$196K 2.33% 18
2022
Q1 		$9.6M Buy
+87,822
New +$10.5M 2.89% 12

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

Michael J. Puzo's AMD Position: Q2 2026 in Review

Michael J. Puzo reduced its Advanced Micro Devices (AMD) stake by 11% in Q2 2026, selling an estimated $2.45M and leaving 48,290 shares worth $28.1M. The position accounts for 7.23% of the portfolio, ranked #1.

Michael J. Puzo first reported a position in AMD in Q1 2022 and has held it in 18 quarters since. 3,986 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

  • Michael J. Puzo held 48,290 shares of Advanced Micro Devices worth $28.1M as of Q2 2026.
  • Michael J. Puzo sold 5,977 Advanced Micro Devices shares in Q2 2026, an estimated $2.45M.
  • Advanced Micro Devices made up 7.23% of Michael J. Puzo's portfolio in Q2 2026, its #1 holding.
  • Michael J. Puzo first reported a position in Advanced Micro Devices in Q1 2022 and has held it in 18 quarters since.
  • 3,986 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on Michael J. Puzo's 13F filing for Q2 2026, filed 11 Aug 2026.