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Osborne Partners Capital Management’s Advanced Micro Devices AMD Stock Holding History

Osborne Partners Capital 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 		$30.1M Sell
51,791
-55,596
-52% -$22.8M 1.67% 14
2026
Q1 		$21.8M Sell
107,387
-1,363
-1% -$291K 1.16% 22
2025
Q4 		$23.3M Sell
108,750
-2,842
-3% -$638K 1.2% 18
2025
Q3 		$18.1M Sell
111,592
-1,275
-1% -$206K 0.92% 31
2025
Q2 		$16M Buy
112,867
+5,893
+6% +$642K 0.85% 35
2025
Q1 		$11M Buy
106,974
+10,709
+11% +$1.19M 0.63% 57
2024
Q4 		$11.6M Buy
96,265
+4,543
+5% +$654K 0.67% 50
2024
Q3 		$15M Buy
91,722
+1,581
+2% +$240K 0.85% 33
2024
Q2 		$14.6M Buy
90,141
+24,859
+38% +$4M 0.88% 31
2024
Q1 		$11.8M Sell
65,282
-29,383
-31% -$5.14M 0.73% 50
2023
Q4 		$14M Sell
94,665
-1,252
-1% -$148K 0.91% 32
2023
Q3 		$9.86M Buy
95,917
+1,879
+2% +$204K 0.73% 50
2023
Q2 		$10.7M Buy
94,038
+1,480
+2% +$154K 0.77% 44
2023
Q1 		$9.07M Buy
92,558
+81
+0.1% +$6.59K 0.67% 55
2022
Q4 		$5.99M Buy
+92,477
New +$6.1M 0.47% 77

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

Osborne Partners Capital Management's AMD Position: Q2 2026 in Review

Osborne Partners Capital Management reduced its Advanced Micro Devices (AMD) stake by 52% in Q2 2026, selling an estimated $22.8M and leaving 51,791 shares worth $30.1M. The position accounts for 1.67% of the portfolio, ranked #14.

Osborne Partners Capital Management first reported a position in AMD in Q4 2022 and has held it in 15 quarters since. 3,977 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

  • Osborne Partners Capital Management held 51,791 shares of Advanced Micro Devices worth $30.1M as of Q2 2026.
  • Osborne Partners Capital Management sold 55,596 Advanced Micro Devices shares in Q2 2026, an estimated $22.8M.
  • Advanced Micro Devices made up 1.67% of Osborne Partners Capital Management's portfolio in Q2 2026, its #14 holding.
  • Osborne Partners Capital Management first reported a position in Advanced Micro Devices in Q4 2022 and has held it in 15 quarters since.
  • 3,977 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on Osborne Partners Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.