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Oakum Bay Capital’s Advanced Micro Devices AMD Stock Holding History

Oakum Bay Capital’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 		$580K Buy
2,850
+2,100
+280% +$448K 0.31% 34
2025
Q4 		$161K Buy
+750
New +$168K 0.08% 47

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Oakum Bay Capital's AMD Position: Q1 2026 in Review

Oakum Bay Capital increased its Advanced Micro Devices (AMD) stake by 280% in Q1 2026, buying an estimated $448K and bringing the position to 2,850 shares worth $580K. The position accounts for 0.31% of the portfolio, ranked #34.

Oakum Bay Capital first reported a position in AMD in Q4 2025 and has held it in 2 quarters since. 3,192 funds tracked by Wall St. Rank hold AMD as of Q1 2026.

  • Oakum Bay Capital held 2,850 shares of Advanced Micro Devices worth $580K as of Q1 2026.
  • Oakum Bay Capital bought 2,100 Advanced Micro Devices shares in Q1 2026, an estimated $448K.
  • Advanced Micro Devices made up 0.31% of Oakum Bay Capital's portfolio in Q1 2026, its #34 holding.
  • Oakum Bay Capital first reported a position in Advanced Micro Devices in Q4 2025 and has held it in 2 quarters since.
  • 3,192 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q1 2026.

Based on Oakum Bay Capital's 13F filing for Q1 2026, filed 15 May 2026.