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Poehling Capital Management’s Advanced Micro Devices AMD Stock Holding History

Poehling 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 		$1.61M Sell
2,768
-618
-18% -$253K 0.34% 68
2026
Q1 		$689K Buy
3,386
+704
+26% +$150K 0.15% 93
2025
Q4 		$574K Sell
2,682
-50
-2% -$11.2K 0.12% 95
2025
Q3 		$442K Buy
2,732
+330
+14% +$53.3K 0.09% 102
2025
Q2 		$341K Hold
2,402
– – 0.08% 109
2025
Q1 		$247K Hold
2,402
– – 0.06% 122
2024
Q4 		$290K Buy
2,402
+823
+52% +$118K 0.07% 118
2024
Q3 		$259K Buy
+1,579
New +$240K 0.07% 121

Other funds holding AMD

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Poehling Capital Management's AMD Position: Q2 2026 in Review

Poehling Capital Management reduced its Advanced Micro Devices (AMD) stake by 18% in Q2 2026, selling an estimated $253K and leaving 2,768 shares worth $1.61M. The position accounts for 0.34% of the portfolio, ranked #68.

Poehling Capital Management first reported a position in AMD in Q3 2024 and has held it in 8 quarters since. 1,180 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

  • Poehling Capital Management held 2,768 shares of Advanced Micro Devices worth $1.61M as of Q2 2026.
  • Poehling Capital Management sold 618 Advanced Micro Devices shares in Q2 2026, an estimated $253K.
  • Advanced Micro Devices made up 0.34% of Poehling Capital Management's portfolio in Q2 2026, its #68 holding.
  • Poehling Capital Management first reported a position in Advanced Micro Devices in Q3 2024 and has held it in 8 quarters since.
  • 1,180 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on Poehling Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.