Shikiar Asset Management’s Advanced Micro Devices AMD Stock Holding History

Shikiar 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 Q2	$20.9M	Buy	35,913 +8,967	+33%	+$3.68M	5.27%	3
2026 Q1	$5.48M	Buy	26,946 +4,830	+22%	+$1.03M	1.58%	21
2025 Q4	$4.74M	Buy	22,116 +4,220	+24%	+$948K	1.18%	30
2025 Q3	$2.9M	Buy	17,896 +6,140	+52%	+$991K	0.73%	36
2025 Q2	$1.67M	Sell	11,756 -3,370	-22%	-$367K	0.46%	44
2025 Q1	$1.55M	Sell	15,126 -51,161	-77%	-$5.69M	0.46%	42
2024 Q4	$8.01M	Sell	66,287 -13,115	-17%	-$1.89M	2.12%	18
2024 Q3	$13M	Sell	79,402 -4,175	-5%	-$634K	3.42%	7
2024 Q2	$13.6M	Sell	83,577 -38	-0%	-$6.11K	3.63%	7
2024 Q1	$15.1M	Sell	83,615 -11,055	-12%	-$1.93M	4.41%	7
2023 Q4	$14M	Sell	94,670 -3,584	-4%	-$422K	4.32%	8
2023 Q3	$10.1M	Sell	98,254 -5,901	-6%	-$641K	3.51%	8
2023 Q2	$11.9M	Buy	104,155 +95	+0.1%	+$9.88K	3.83%	7
2023 Q1	$10.2M	Buy	+104,060	New	+$8.47M	3.62%	7
2022 Q3	$3.85M	Sell	60,710 -22,185	-27%	-$1.89M	1.55%	18
2022 Q2	$6.34M	Sell	82,895 -17,545	-17%	-$1.64M	2.44%	11
2022 Q1	$11M	Sell	100,440 -375	-0.4%	-$44.8K	3.11%	7
2021 Q4	$14.5M	Sell	100,815 -1,650	-2%	-$222K	3.69%	5
2021 Q3	$10.5M	Buy	102,465 +8,305	+9%	+$849K	2.97%	8
2021 Q2	$8.84M	Buy	94,160 +40,830	+77%	+$3.3M	2.5%	10
2021 Q1	$4.19M	Buy	+53,330	New	+$4.59M	1.41%	23

Other funds holding AMD

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Shikiar Asset Management's AMD Position: Q2 2026 in Review

Shikiar Asset Management increased its Advanced Micro Devices (AMD) stake by 33% in Q2 2026, buying an estimated $3.68M and bringing the position to 35,913 shares worth $20.9M. The position accounts for 5.27% of the portfolio, ranked #3.

Shikiar Asset Management first reported a position in AMD in Q1 2021 and has held it in 21 quarters since. 1,863 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

Shikiar Asset Management held 35,913 shares of Advanced Micro Devices worth $20.9M as of Q2 2026.
Shikiar Asset Management bought 8,967 Advanced Micro Devices shares in Q2 2026, an estimated $3.68M.
Advanced Micro Devices made up 5.27% of Shikiar Asset Management's portfolio in Q2 2026, its #3 holding.
Shikiar Asset Management first reported a position in Advanced Micro Devices in Q1 2021 and has held it in 21 quarters since.
1,863 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on Shikiar Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.