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 Q2	$6.78M	Sell	11,665 -12,448	-52%	-$5.1M	3.63%	3
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Robinson Value Management's AMD Position: Q2 2026 in Review

Robinson Value Management reduced its Advanced Micro Devices (AMD) stake by 52% in Q2 2026, selling an estimated $5.1M and leaving 11,665 shares worth $6.78M. The position accounts for 3.63% of the portfolio, ranked #3.

Robinson Value Management first reported a position in AMD in Q2 2025 and has held it in 5 quarters since. 3,997 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

Robinson Value Management held 11,665 shares of Advanced Micro Devices worth $6.78M as of Q2 2026.
Robinson Value Management sold 12,448 Advanced Micro Devices shares in Q2 2026, an estimated $5.1M.
Advanced Micro Devices made up 3.63% of Robinson Value Management's portfolio in Q2 2026, its #3 holding.
Robinson Value Management first reported a position in Advanced Micro Devices in Q2 2025 and has held it in 5 quarters since.
3,997 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on Robinson Value Management's 13F filing for Q2 2026, filed 10 Aug 2026.