SMCM
AMD icon

Sky-Mountain Capital Management’s Advanced Micro Devices AMD Stock Holding History

Sky-Mountain Capital 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 		$904K Hold
1,556
– – 0.65% 24
2026
Q1 		$317K Hold
1,556
– – 0.23% 30
2025
Q4 		$391K Sell
1,556
-300
-16% -$67.4K 0.26% 28
2025
Q3 		$427K Hold
1,856
– – 0.3% 24
2025
Q2 		$320K Buy
+1,856
New +$202K 0.21% 31

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

Sky-Mountain Capital Management's AMD Position: Q2 2026 in Review

Sky-Mountain Capital Management held its Advanced Micro Devices (AMD) position steady in Q2 2026 at 1,556 shares worth $904K. The position accounts for 0.65% of the portfolio, ranked #24.

Sky-Mountain Capital Management first reported a position in AMD in Q2 2025 and has held it in 5 quarters since. 3,964 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

  • Sky-Mountain Capital Management held 1,556 shares of Advanced Micro Devices worth $904K as of Q2 2026.
  • Sky-Mountain Capital Management left its Advanced Micro Devices share count unchanged in Q2 2026.
  • Advanced Micro Devices made up 0.65% of Sky-Mountain Capital Management's portfolio in Q2 2026, its #24 holding.
  • Sky-Mountain Capital Management first reported a position in Advanced Micro Devices in Q2 2025 and has held it in 5 quarters since.
  • 3,964 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on Sky-Mountain Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.