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Naples Global Advisors’s Advanced Micro Devices AMD Stock Holding History

Naples Global Advisors’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 		$23.5M Sell
40,423
-3,449
-8% -$1.41M 1.45% 12
2026
Q1 		$8.92M Buy
43,872
+266
+0.6% +$56.8K 0.65% 39
2025
Q4 		$9.34M Sell
43,606
-850
-2% -$191K 0.7% 36
2025
Q3 		$7.19M Buy
44,456
+480
+1% +$77.5K 0.56% 50
2025
Q2 		$6.24M Buy
43,976
+144
+0.3% +$15.7K 0.54% 56
2025
Q1 		$4.5M Buy
43,832
+3,538
+9% +$393K 0.43% 73
2024
Q4 		$4.87M Buy
40,294
+85
+0.2% +$12.2K 0.46% 65
2024
Q3 		$6.6M Buy
40,209
+1,460
+4% +$222K 0.61% 44
2024
Q2 		$6.29M Buy
38,749
+252
+0.7% +$40.5K 0.63% 41
2024
Q1 		$6.95M Sell
38,497
-648
-2% -$113K 0.71% 30
2023
Q4 		$5.77M Sell
39,145
-109
-0.3% -$12.8K 0.63% 45
2023
Q3 		$4.04M Buy
39,254
+10
+0% +$1.09K 0.49% 57
2023
Q2 		$4.47M Sell
39,244
-757
-2% -$78.7K 0.52% 56
2023
Q1 		$3.92M Buy
40,001
+99
+0.2% +$8.06K 0.49% 61
2022
Q4 		$2.58M Sell
39,902
-1,003
-2% -$66.2K 0.33% 94
2022
Q3 		$2.59M Sell
40,905
-218
-0.5% -$18.6K 0.36% 87
2022
Q2 		$3.15M Buy
41,123
+492
+1% +$46.1K 0.41% 78
2022
Q1 		$4.44M Buy
+40,631
New +$4.85M 0.51% 51

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

Naples Global Advisors's AMD Position: Q2 2026 in Review

Naples Global Advisors reduced its Advanced Micro Devices (AMD) stake by 7.9% in Q2 2026, selling an estimated $1.41M and leaving 40,423 shares worth $23.5M. The position accounts for 1.45% of the portfolio, ranked #12.

Naples Global Advisors first reported a position in AMD in Q1 2022 and has held it in 18 quarters since. 3,985 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

  • Naples Global Advisors held 40,423 shares of Advanced Micro Devices worth $23.5M as of Q2 2026.
  • Naples Global Advisors sold 3,449 Advanced Micro Devices shares in Q2 2026, an estimated $1.41M.
  • Advanced Micro Devices made up 1.45% of Naples Global Advisors's portfolio in Q2 2026, its #12 holding.
  • Naples Global Advisors first reported a position in Advanced Micro Devices in Q1 2022 and has held it in 18 quarters since.
  • 3,985 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.