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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Michael J. Puzo's AMD Position: Q1 2026 in Review

Michael J. Puzo reduced its Advanced Micro Devices (AMD) stake by 3.5% in Q1 2026, selling an estimated $416K and leaving 54,267 shares worth $11M. The position accounts for 3.21% of the portfolio, ranked #11.

Michael J. Puzo first reported a position in AMD in Q1 2022 and has held it in 17 quarters since. The position peaked at $15.5M in Q1 2024. 3,166 funds tracked by Wall St. Rank hold AMD as of Q1 2026.

Michael J. Puzo held 54,267 shares of Advanced Micro Devices worth $11M as of Q1 2026.
Michael J. Puzo sold 1,946 Advanced Micro Devices shares in Q1 2026, an estimated $416K.
Advanced Micro Devices made up 3.21% of Michael J. Puzo's portfolio in Q1 2026, its #11 holding.
Michael J. Puzo first reported a position in Advanced Micro Devices in Q1 2022 and has held it in 17 quarters since.
Michael J. Puzo's Advanced Micro Devices position peaked at $15.5M in Q1 2024.
3,166 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q1 2026.

Based on Michael J. Puzo's 13F filing for Q1 2026, filed 7 May 2026.