Montchanin Asset Management’s Advanced Micro Devices AMD Stock Holding History

Montchanin Asset 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 Q2	$4.42M	Sell	7,615 -1,595	-17%	-$654K	4.51%	6
2026 Q1	$1.87M	Buy	+9,210	New	+$1.97M	1.99%	16
2024 Q4	$1.23M	Sell	10,185 -390	-4%	-$56.1K	1.19%	17
2024 Q3	$1.74M	Buy	10,575 +990	+10%	+$150K	1.6%	17
2024 Q2	$1.55M	Buy	9,585 +80	+0.8%	+$12.9K	1.47%	18
2024 Q1	$1.72M	Buy	+9,505	New	+$1.66M	1.68%	16
2023 Q2	$1.01M	Hold	8,880	–	–	1.15%	21
2023 Q1	$870K	Hold	8,880	–	–	1.1%	23
2022 Q4	$575K	Buy	8,880 +100	+1%	+$6.6K	0.79%	31
2022 Q3	$556K	Sell	8,780 -300	-3%	-$25.5K	0.79%	29
2022 Q2	$694K	Buy	+9,080	New	+$850K	0.96%	25

Other funds holding AMD

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Montchanin Asset Management's AMD Position: Q2 2026 in Review

Montchanin Asset Management reduced its Advanced Micro Devices (AMD) stake by 17% in Q2 2026, selling an estimated $654K and leaving 7,615 shares worth $4.42M. The position accounts for 4.51% of the portfolio, ranked #6.

Montchanin Asset Management first reported a position in AMD in Q2 2022 and has held it in 11 quarters since. 1,711 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

Montchanin Asset Management held 7,615 shares of Advanced Micro Devices worth $4.42M as of Q2 2026.
Montchanin Asset Management sold 1,595 Advanced Micro Devices shares in Q2 2026, an estimated $654K.
Advanced Micro Devices made up 4.51% of Montchanin Asset Management's portfolio in Q2 2026, its #6 holding.
Montchanin Asset Management first reported a position in Advanced Micro Devices in Q2 2022 and has held it in 11 quarters since.
1,711 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on Montchanin Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.