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SFE Investment Counsel’s Advanced Micro Devices AMD Stock Holding History

SFE Investment Counsel’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 		$13.8M Sell
23,759
-7,379
-24% -$3.03M 1.86% 14
2026
Q1 		$6.33M Buy
31,138
+1,523
+5% +$325K 1% 40
2025
Q4 		$6.34M Sell
29,615
-1,481
-5% -$333K 0.97% 37
2025
Q3 		$5.03M Sell
31,096
-1,151
-4% -$186K 0.8% 48
2025
Q2 		$4.58M Buy
32,247
+2,791
+9% +$304K 0.81% 49
2025
Q1 		$3.03M Buy
29,456
+7,203
+32% +$801K 0.6% 59
2024
Q4 		$2.69M Buy
22,253
+3,227
+17% +$464K 0.57% 59
2024
Q3 		$3.12M Buy
19,026
+1,806
+10% +$274K 0.65% 54
2024
Q2 		$2.79M Buy
17,220
+2,585
+18% +$416K 0.62% 54
2024
Q1 		$2.64M Sell
14,635
-2,287
-14% -$400K 0.6% 60
2023
Q4 		$2.49M Sell
16,922
-2,045
-11% -$241K 0.65% 55
2023
Q3 		$1.95M Buy
18,967
+397
+2% +$43.1K 0.57% 60
2023
Q2 		$2.12M Sell
18,570
-1,975
-10% -$205K 0.6% 56
2023
Q1 		$1.85M Sell
20,545
-370
-2% -$30.1K 0.57% 56
2022
Q4 		$1.42M Buy
20,915
+8,785
+72% +$580K 0.44% 67
2022
Q3 		$769K Buy
+12,130
New +$1.03M 0.24% 84

Other funds holding AMD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SFE Investment Counsel's AMD Position: Q2 2026 in Review

SFE Investment Counsel reduced its Advanced Micro Devices (AMD) stake by 24% in Q2 2026, selling an estimated $3.03M and leaving 23,759 shares worth $13.8M. The position accounts for 1.86% of the portfolio, ranked #14.

SFE Investment Counsel first reported a position in AMD in Q3 2022 and has held it in 16 quarters since. 3,986 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

  • SFE Investment Counsel held 23,759 shares of Advanced Micro Devices worth $13.8M as of Q2 2026.
  • SFE Investment Counsel sold 7,379 Advanced Micro Devices shares in Q2 2026, an estimated $3.03M.
  • Advanced Micro Devices made up 1.86% of SFE Investment Counsel's portfolio in Q2 2026, its #14 holding.
  • SFE Investment Counsel first reported a position in Advanced Micro Devices in Q3 2022 and has held it in 16 quarters since.
  • 3,986 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on SFE Investment Counsel's 13F filing for Q2 2026, filed 5 Aug 2026.