OP Asset Management
AMD icon

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

OP 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 		$131M Sell
225,757
-511,017
-69% -$210M 1.4% 14
2026
Q1 		$150M Buy
736,774
+467,953
+174% +$100M 1.3% 14
2025
Q4 		$57.6M Buy
268,821
+22,810
+9% +$5.12M 0.7% 20
2025
Q3 		$39.8M Sell
246,011
-19,848
-7% -$3.2M 0.52% 30
2025
Q2 		$37.7M Buy
265,859
+8,913
+3% +$970K 0.56% 27
2025
Q1 		$26.4M Buy
+256,946
New +$28.6M 0.44% 30

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

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

OP Asset Management reduced its Advanced Micro Devices (AMD) stake by 69% in Q2 2026, selling an estimated $210M and leaving 225,757 shares worth $131M. The position accounts for 1.4% of the portfolio, ranked #14.

OP Asset Management first reported a position in AMD in Q1 2025 and has held it in 6 quarters since. The position peaked at $150M in Q1 2026. 4,017 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

  • OP Asset Management held 225,757 shares of Advanced Micro Devices worth $131M as of Q2 2026.
  • OP Asset Management sold 511,017 Advanced Micro Devices shares in Q2 2026, an estimated $210M.
  • Advanced Micro Devices made up 1.4% of OP Asset Management's portfolio in Q2 2026, its #14 holding.
  • OP Asset Management first reported a position in Advanced Micro Devices in Q1 2025 and has held it in 6 quarters since.
  • OP Asset Management's Advanced Micro Devices position peaked at $150M in Q1 2026.
  • 4,017 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on OP Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.