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 		$51.6M Sell
253,600
-139,500
-35% -$29.8M 0.07% 354
2025
Q4 		$84.2M Sell
393,100
-119,200
-23% -$26.8M 0.09% 234
2025
Q3 		$82.9M Sell
512,300
-50,700
-9% -$8.18M 0.14% 159
2025
Q2 		$79.9M Buy
563,000
+222,500
+65% +$24.2M 0.16% 153
2025
Q1 		$35M Buy
340,500
+206,400
+154% +$23M 0.08% 299
2024
Q4 		$16.2M Buy
134,100
+67,100
+100% +$9.65M 0.04% 532
2024
Q3 		$11M Buy
67,000
+17,100
+34% +$2.6M 0.03% 616
2024
Q2 		$8.09M Sell
49,900
-4,400
-8% -$708K 0.02% 692
2024
Q1 		$9.8M Buy
+54,300
New +$9.49M 0.02% 724

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.