Smith Group Asset Management’s Advanced Micro Devices AMD Stock Holding History

Smith Group 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 Q1	$29.8M	Buy	146,693 +10,455	+8%	+$2.23M	1.52%	32
2025 Q4	$29.2M	Buy	136,238 +133,145	+4,305%	+$29.9M	1.55%	30
2025 Q3	$500K	Sell	3,093 -220	-7%	-$35.5K	0.03%	132
2025 Q2	$470K	Hold	3,313	–	–	0.03%	136
2025 Q1	$340K	Buy	3,313 +40	+1%	+$4.45K	0.03%	163
2024 Q4	$395K	Sell	3,273 -100	-3%	-$14.4K	0.03%	161
2024 Q3	$553K	Buy	3,373 +420	+14%	+$63.8K	0.05%	100
2024 Q2	$479K	Sell	2,953 -41,450	-93%	-$6.67M	0.04%	88
2024 Q1	$8.01M	Sell	44,403 -17,100	-28%	-$2.99M	0.46%	60
2023 Q4	$9.07M	Buy	+61,503	New	+$7.25M	0.53%	65
2022 Q1	$265K	Hold	2,420	–	–	0.01%	155
2021 Q4	$348K	Sell	2,420 -430	-15%	-$57.8K	0.02%	154
2021 Q3	$293K	Buy	+2,850	New	+$291K	0.01%	149

Other funds holding AMD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Smith Group Asset Management's AMD Position: Q1 2026 in Review

Smith Group Asset Management increased its Advanced Micro Devices (AMD) stake by 7.7% in Q1 2026, buying an estimated $2.23M and bringing the position to 146,693 shares worth $29.8M. The position accounts for 1.52% of the portfolio, ranked #32.

Smith Group Asset Management first reported a position in AMD in Q3 2021 and has held it in 13 quarters since. 3,167 funds tracked by Wall St. Rank hold AMD as of Q1 2026.

Smith Group Asset Management held 146,693 shares of Advanced Micro Devices worth $29.8M as of Q1 2026.
Smith Group Asset Management bought 10,455 Advanced Micro Devices shares in Q1 2026, an estimated $2.23M.
Advanced Micro Devices made up 1.52% of Smith Group Asset Management's portfolio in Q1 2026, its #32 holding.
Smith Group Asset Management first reported a position in Advanced Micro Devices in Q3 2021 and has held it in 13 quarters since.
3,167 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q1 2026.

Based on Smith Group Asset Management's 13F filing for Q1 2026, filed 18 May 2026.