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

SP 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	$25.6M	Buy	44,104 +727	+2%	+$298K	2.05%	15
2026 Q1	$8.82M	Buy	43,377 +84	+0.2%	+$17.9K	0.78%	31
2025 Q4	$9.27M	Sell	43,293 -4,217	-9%	-$947K	0.73%	31
2025 Q3	$7.69M	Buy	47,510 +460	+1%	+$74.2K	0.61%	32
2025 Q2	$6.68M	Sell	47,050 -20	-0%	-$2.18K	0.55%	36
2025 Q1	$4.84M	Hold	47,070	–	–	0.43%	44
2024 Q4	$5.69M	Buy	47,070 +6	+0%	+$863	0.48%	44
2024 Q3	$7.72M	Buy	47,064 +33	+0.1%	+$5.01K	0.64%	34
2024 Q2	$7.63M	Buy	47,031 +400	+0.9%	+$64.3K	0.69%	32
2024 Q1	$8.42M	Buy	46,631 +462	+1%	+$80.8K	0.78%	31
2023 Q4	$6.81M	Buy	46,169 +80	+0.2%	+$9.43K	0.7%	32
2023 Q3	$4.74M	Hold	46,089	–	–	0.53%	45
2023 Q2	$5.25M	Buy	46,089 +29	+0.1%	+$3.02K	0.59%	43
2023 Q1	$4.51M	Hold	46,060	–	–	0.55%	43
2022 Q4	$2.98M	Hold	46,060	–	–	0.4%	53
2022 Q3	$2.92M	Hold	46,060	–	–	0.4%	52
2022 Q2	$3.52M	Sell	46,060 -662	-1%	-$62K	0.45%	50
2022 Q1	$5.11M	Buy	+46,722	New	+$5.58M	0.55%	46

Other funds holding AMD

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

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

SP Asset Management increased its Advanced Micro Devices (AMD) stake by 1.7% in Q2 2026, buying an estimated $298K and bringing the position to 44,104 shares worth $25.6M. The position accounts for 2.05% of the portfolio, ranked #15.

SP Asset Management first reported a position in AMD in Q1 2022 and has held it in 18 quarters since. 2,068 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

SP Asset Management held 44,104 shares of Advanced Micro Devices worth $25.6M as of Q2 2026.
SP Asset Management bought 727 Advanced Micro Devices shares in Q2 2026, an estimated $298K.
Advanced Micro Devices made up 2.05% of SP Asset Management's portfolio in Q2 2026, its #15 holding.
SP Asset Management first reported a position in Advanced Micro Devices in Q1 2022 and has held it in 18 quarters since.
2,068 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on SP Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.