Summerhill Capital Management’s Advanced Micro Devices AMD Stock Holding History

Summerhill 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	$17.4M	Sell	29,913 -2,639	-8%	-$1.08M	13.87%	2
2026 Q1	$6.62M	Buy	32,552 +13,483	+71%	+$2.88M	5.78%	7
2025 Q4	$4.08M	Buy	+19,069	New	+$4.28M	3.77%	9
2024 Q4	–	Sell	-69,475	Closed	-$11.4M	–	21
2024 Q3	$11.4M	Buy	69,475 +513	+0.7%	+$77.9K	7.82%	3
2024 Q2	$11.2M	Sell	68,962 -2,468	-3%	-$397K	7.92%	3
2024 Q1	$12.9M	Buy	+71,430	New	+$12.5M	8.2%	1

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 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

Summerhill Capital Management's AMD Position: Q2 2026 in Review

Summerhill Capital Management reduced its Advanced Micro Devices (AMD) stake by 8.1% in Q2 2026, selling an estimated $1.08M and leaving 29,913 shares worth $17.4M. The position accounts for 13.87% of the portfolio, ranked #2.

Summerhill Capital Management first reported a position in AMD in Q1 2024 and has held it in 6 quarters since. 2,228 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

Summerhill Capital Management held 29,913 shares of Advanced Micro Devices worth $17.4M as of Q2 2026.
Summerhill Capital Management sold 2,639 Advanced Micro Devices shares in Q2 2026, an estimated $1.08M.
Advanced Micro Devices made up 13.87% of Summerhill Capital Management's portfolio in Q2 2026, its #2 holding.
Summerhill Capital Management first reported a position in Advanced Micro Devices in Q1 2024 and has held it in 6 quarters since.
2,228 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

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