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Oarsman Capital’s Advanced Micro Devices AMD Stock Holding History

Oarsman 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
Q2 		$560K Sell
964
-1,610
-63% -$660K 0.06% 133
2026
Q1 		$524K Sell
2,574
-1,459
-36% -$312K 0.07% 131
2025
Q4 		$864K Buy
4,033
+61
+2% +$13.7K 0.11% 99
2025
Q3 		$643K Buy
3,972
+350
+10% +$56.5K 0.09% 122
2025
Q2 		$514K Buy
+3,622
New +$394K 0.08% 138
2025
Q1 		– Sell
-1,182
Closed -$143K – 261
2024
Q4 		$143K Buy
1,182
+622
+111% +$89.5K 0.02% 278
2024
Q3 		$91.9K Buy
+560
New +$85.1K 0.02% 358

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 $3.38T AUM 44.17% 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

Oarsman Capital's AMD Position: Q2 2026 in Review

Oarsman Capital reduced its Advanced Micro Devices (AMD) stake by 63% in Q2 2026, selling an estimated $660K and leaving 964 shares worth $560K. The position accounts for 0.06% of the portfolio, ranked #133.

Oarsman Capital first reported a position in AMD in Q3 2024 and has held it in 7 quarters since. The position peaked at $864K in Q4 2025. 4,008 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

  • Oarsman Capital held 964 shares of Advanced Micro Devices worth $560K as of Q2 2026.
  • Oarsman Capital sold 1,610 Advanced Micro Devices shares in Q2 2026, an estimated $660K.
  • Advanced Micro Devices made up 0.06% of Oarsman Capital's portfolio in Q2 2026, its #133 holding.
  • Oarsman Capital first reported a position in Advanced Micro Devices in Q3 2024 and has held it in 7 quarters since.
  • Oarsman Capital's Advanced Micro Devices position peaked at $864K in Q4 2025.
  • 4,008 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on Oarsman Capital's 13F filing for Q2 2026, filed 7 Aug 2026.