Point72 Asset Management
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Point72 Asset Management’s Advanced Micro Devices AMD Stock Holding History

Point72 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
Q1 		$288M Buy
1,414,656
+868,663
+159% +$185M 0.37% 28
2025
Q4 		$117M Sell
545,993
-1,198,000
-69% -$269M 0.13% 146
2025
Q3 		$282M Buy
1,743,993
+406,063
+30% +$65.5M 0.47% 27
2025
Q2 		$190M Sell
1,337,930
-828,763
-38% -$90.2M 0.37% 40
2025
Q1 		$223M Buy
+2,166,693
New +$241M 0.51% 33
2024
Q4 		– Sell
-871,731
Closed -$125M – 2056
2024
Q3 		$143M Buy
+871,731
New +$132M 0.36% 41
2024
Q2 		– Sell
-11,034
Closed -$1.78M – 1826
2024
Q1 		$1.99M Buy
+11,034
New +$1.93M ﹤0.01% 1263
2023
Q3 		– Sell
-312,200
Closed -$35.6M – 2429
2023
Q2 		$35.6M Buy
+312,200
New +$32.5M 0.11% 246
2022
Q4 		– Sell
-236,700
Closed -$15M – 1496
2022
Q3 		$15M Sell
236,700
-1,342,041
-85% -$114M 0.06% 396
2022
Q2 		$121M Buy
1,578,741
+1,233,761
+358% +$115M 0.51% 28
2022
Q1 		$37.7M Buy
344,980
+130,353
+61% +$15.6M 0.15% 191
2021
Q4 		$30.9M Sell
214,627
-375,473
-64% -$50.5M 0.12% 233
2021
Q3 		$60.7M Sell
590,100
-690,000
-54% -$70.5M 0.27% 75
2021
Q2 		$120M Buy
1,280,100
+1,000,400
+358% +$80.9M 0.54% 25
2021
Q1 		$22M Sell
279,700
-3,485,608
-93% -$300M 0.1% 242
2020
Q4 		$345M Buy
3,765,308
+2,440,596
+184% +$211M 1.68% 3
2020
Q3 		$109M Buy
+1,324,712
New +$98.4M 0.56% 28
2020
Q2 		– Sell
-1,183,718
Closed -$53.8M – 788
2020
Q1 		$53.8M Sell
1,183,718
-539,699
-31% -$26M 0.44% 52
2019
Q4 		$79M Sell
1,723,417
-6,216,826
-78% -$229M 0.42% 57
2019
Q3 		$230M Buy
7,940,243
+2,981,656
+60% +$93.5M 1.41% 4
2019
Q2 		$151M Sell
4,958,587
-302,995
-6% -$8.64M 0.79% 18
2019
Q1 		$134M Buy
5,261,582
+3,678,850
+232% +$83.5M 0.61% 28
2018
Q4 		$29.2M Buy
1,582,732
+1,420,502
+876% +$30.7M 0.14% 184
2018
Q3 		$5.01M Sell
162,230
-2,941,920
-95% -$66.4M 0.02% 596
2018
Q2 		$46.5M Buy
+3,104,150
New +$39.5M 0.19% 153

Other funds holding AMD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Point72 Asset Management's AMD Position: Q1 2026 in Review

Point72 Asset Management increased its Advanced Micro Devices (AMD) stake by 159% in Q1 2026, buying an estimated $185M and bringing the position to 1,414,656 shares worth $288M. The position accounts for 0.37% of the portfolio, ranked #28.

Point72 Asset Management first reported a position in AMD in Q2 2018 and has held it in 25 quarters since. The position peaked at $345M in Q4 2020. 3,166 funds tracked by Wall St. Rank hold AMD as of Q1 2026.

  • Point72 Asset Management held 1,414,656 shares of Advanced Micro Devices worth $288M as of Q1 2026.
  • Point72 Asset Management bought 868,663 Advanced Micro Devices shares in Q1 2026, an estimated $185M.
  • Advanced Micro Devices made up 0.37% of Point72 Asset Management's portfolio in Q1 2026, its #28 holding.
  • Point72 Asset Management first reported a position in Advanced Micro Devices in Q2 2018 and has held it in 25 quarters since.
  • Point72 Asset Management's Advanced Micro Devices position peaked at $345M in Q4 2020.
  • 3,166 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q1 2026.

Based on Point72 Asset Management's 13F filing for Q1 2026, filed 15 May 2026.