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Thornburg Investment Management’s Advanced Micro Devices AMD Stock Holding History

Thornburg Investment 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 		$49M Sell
84,425
-38,143
-31% -$15.6M 0.47% 36
2026
Q1 		$24.9M Sell
122,568
-675
-0.5% -$144K 0.26% 48
2025
Q4 		$26.4M Buy
123,243
+8,981
+8% +$2.02M 0.33% 44
2025
Q3 		$18.5M Sell
114,262
-2,546
-2% -$411K 0.24% 59
2025
Q2 		$16.6M Sell
116,808
-35,676
-23% -$3.88M 0.21% 62
2025
Q1 		$15.7M Sell
152,484
-34,350
-18% -$3.82M 0.22% 58
2024
Q4 		$22.6M Buy
186,834
+3,338
+2% +$480K 0.3% 58
2024
Q3 		$30.1M Sell
183,496
-19,163
-9% -$2.91M 0.39% 51
2024
Q2 		$33M Buy
202,659
+24,912
+14% +$4.01M 0.46% 43
2024
Q1 		$32M Sell
177,747
-54,225
-23% -$9.48M 0.45% 44
2023
Q4 		$34.2M Buy
231,972
+81,542
+54% +$9.61M 0.49% 44
2023
Q3 		$15.5M Buy
+150,430
New +$16.3M 0.25% 73
2021
Q3 		– Sell
-30,975
Closed -$2.91M – 210
2021
Q2 		$2.91M Buy
+30,975
New +$2.5M 0.03% 168

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

Thornburg Investment Management's AMD Position: Q2 2026 in Review

Thornburg Investment Management reduced its Advanced Micro Devices (AMD) stake by 31% in Q2 2026, selling an estimated $15.6M and leaving 84,425 shares worth $49M. The position accounts for 0.47% of the portfolio, ranked #36.

Thornburg Investment Management first reported a position in AMD in Q2 2021 and has held it in 13 quarters since. 3,979 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

  • Thornburg Investment Management held 84,425 shares of Advanced Micro Devices worth $49M as of Q2 2026.
  • Thornburg Investment Management sold 38,143 Advanced Micro Devices shares in Q2 2026, an estimated $15.6M.
  • Advanced Micro Devices made up 0.47% of Thornburg Investment Management's portfolio in Q2 2026, its #36 holding.
  • Thornburg Investment Management first reported a position in Advanced Micro Devices in Q2 2021 and has held it in 13 quarters since.
  • 3,979 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on Thornburg Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.