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Robinson Value Management’s Advanced Micro Devices AMD Stock Holding History

Robinson Value 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 		$4.91M Sell
24,113
-660
-3% -$141K 2.73% 8
2025
Q4 		$5.31M Sell
24,773
-657
-3% -$148K 2.87% 6
2025
Q3 		$4.11M Sell
25,430
-112
-0.4% -$18.1K 2.39% 14
2025
Q2 		$3.62M Buy
+25,542
New +$2.78M 2.28% 16

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

Robinson Value Management's AMD Position: Q1 2026 in Review

Robinson Value Management reduced its Advanced Micro Devices (AMD) stake by 2.7% in Q1 2026, selling an estimated $141K and leaving 24,113 shares worth $4.91M. The position accounts for 2.73% of the portfolio, ranked #8.

Robinson Value Management first reported a position in AMD in Q2 2025 and has held it in 4 quarters since. The position peaked at $5.31M in Q4 2025. 3,167 funds tracked by Wall St. Rank hold AMD as of Q1 2026.

  • Robinson Value Management held 24,113 shares of Advanced Micro Devices worth $4.91M as of Q1 2026.
  • Robinson Value Management sold 660 Advanced Micro Devices shares in Q1 2026, an estimated $141K.
  • Advanced Micro Devices made up 2.73% of Robinson Value Management's portfolio in Q1 2026, its #8 holding.
  • Robinson Value Management first reported a position in Advanced Micro Devices in Q2 2025 and has held it in 4 quarters since.
  • Robinson Value Management's Advanced Micro Devices position peaked at $5.31M in Q4 2025.
  • 3,167 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q1 2026.

Based on Robinson Value Management's 13F filing for Q1 2026, filed 5 May 2026.