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Savoie Capital’s Advanced Micro Devices AMD Stock Holding History

Savoie Capital’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
2025
Q2 		$24.8M Sell
174,522
-41,903
-19% -$4.56M 3.08% 7
2025
Q1 		$26.1M Hold
216,425
– – 3.12% 8
2024
Q4 		$26.1M Buy
216,425
+10,000
+5% +$1.44M 3.12% 8
2024
Q3 		$33.9M Buy
206,425
+8,303
+4% +$1.26M 4.14% 6
2024
Q2 		$32.1M Buy
198,122
+2
+0% +$322 4.16% 5
2024
Q1 		$35.8M Buy
198,120
+32,998
+20% +$5.77M 4.98% 3
2023
Q4 		$24.3M Buy
165,122
+32,504
+25% +$3.83M 5.56% 5
2023
Q3 		$13.6M Buy
+132,618
New +$14.4M 3.57% 8

Other funds holding AMD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Savoie Capital's AMD Position: Q2 2025 in Review

Savoie Capital reduced its Advanced Micro Devices (AMD) stake by 19% in Q2 2025, selling an estimated $4.56M and leaving 174,522 shares worth $24.8M. The position accounts for 3.08% of the portfolio, ranked #7.

Savoie Capital first reported a position in AMD in Q3 2023 and has held it in 8 quarters since. The position peaked at $35.8M in Q1 2024. 2,530 funds tracked by Wall St. Rank hold AMD as of Q2 2025.

  • Savoie Capital held 174,522 shares of Advanced Micro Devices worth $24.8M as of Q2 2025.
  • Savoie Capital sold 41,903 Advanced Micro Devices shares in Q2 2025, an estimated $4.56M.
  • Advanced Micro Devices made up 3.08% of Savoie Capital's portfolio in Q2 2025, its #7 holding.
  • Savoie Capital first reported a position in Advanced Micro Devices in Q3 2023 and has held it in 8 quarters since.
  • Savoie Capital's Advanced Micro Devices position peaked at $35.8M in Q1 2024.
  • 2,530 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2025.

Based on Savoie Capital's 13F filing for Q2 2025, filed 14 Aug 2025.