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Nikko Asset Management Americas’s Advanced Micro Devices AMD Stock Holding History

Nikko Asset Management Americas’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 		$433M Sell
746,707
-738,232
-50% -$303M 5.59% 2
2026
Q1 		$302M Buy
1,484,939
+63,242
+4% +$13.5M 4.27% 4
2025
Q4 		$304M Sell
1,421,697
-385,889
-21% -$86.7M 3.52% 7
2025
Q3 		$292M Sell
1,807,586
-39,068
-2% -$6.3M 2.83% 8
2025
Q2 		$262M Buy
1,846,654
+588,405
+47% +$64.1M 2.61% 9
2025
Q1 		$129M Buy
1,258,249
+344,213
+38% +$38.3M 1.67% 18
2024
Q4 		$110M Buy
914,036
+236,374
+35% +$34M 1.2% 23
2024
Q3 		$111M Buy
677,662
+273,858
+68% +$41.6M 1.26% 22
2024
Q2 		$65.5M Buy
403,804
+141,946
+54% +$22.8M 0.76% 37
2024
Q1 		$47.2M Sell
261,858
-169,742
-39% -$29.7M 0.47% 50
2023
Q4 		$63.6M Sell
431,600
-10,900
-2% -$1.28M 0.61% 41
2023
Q3 		$45.5M Buy
442,500
+2,019
+0.5% +$219K 0.54% 43
2023
Q2 		$50.2M Buy
440,481
+192,631
+78% +$20M 0.53% 40
2023
Q1 		$24M Buy
247,850
+234,689
+1,783% +$19.1M 0.28% 51
2022
Q4 		$852K Buy
13,161
+5,219
+66% +$344K 0.01% 190
2022
Q3 		$505K Buy
7,942
+2,411
+44% +$205K 0.01% 207
2022
Q2 		$416K Buy
5,531
+2,379
+75% +$223K 0.01% 210
2022
Q1 		$348K Buy
+3,152
New +$376K ﹤0.01% 214

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

Nikko Asset Management Americas's AMD Position: Q2 2026 in Review

Nikko Asset Management Americas reduced its Advanced Micro Devices (AMD) stake by 50% in Q2 2026, selling an estimated $303M and leaving 746,707 shares worth $433M. The position accounts for 5.59% of the portfolio, ranked #2.

Nikko Asset Management Americas first reported a position in AMD in Q1 2022 and has held it in 18 quarters since. 3,966 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

  • Nikko Asset Management Americas held 746,707 shares of Advanced Micro Devices worth $433M as of Q2 2026.
  • Nikko Asset Management Americas sold 738,232 Advanced Micro Devices shares in Q2 2026, an estimated $303M.
  • Advanced Micro Devices made up 5.59% of Nikko Asset Management Americas's portfolio in Q2 2026, its #2 holding.
  • Nikko Asset Management Americas first reported a position in Advanced Micro Devices in Q1 2022 and has held it in 18 quarters since.
  • 3,966 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on Nikko Asset Management Americas's 13F filing for Q2 2026, filed 13 Aug 2026.