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Totem Point Management’s Advanced Micro Devices AMD Stock Holding History

Totem Point 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 		$12.7M Sell
21,892
-20,344
-48% -$8.34M 7.78% 5
2026
Q1 		$8.59M Buy
+42,236
New +$9.02M 10.96% 2
2025
Q4 		– Sell
-17,019
Closed -$2.75M – 15
2025
Q3 		$2.75M Buy
+17,019
New +$2.75M 2.46% 15
2024
Q4 		– Sell
-41,052
Closed -$6.74M – 17
2024
Q3 		$6.74M Buy
41,052
+22,643
+123% +$3.44M 7.12% 6
2024
Q2 		$2.99M Sell
18,409
-19,355
-51% -$3.11M 4.37% 10
2024
Q1 		$6.82M Sell
37,764
-20,013
-35% -$3.5M 7.46% 7
2023
Q4 		$8.52M Sell
57,777
-2,531
-4% -$298K 11.04% 4
2023
Q3 		$6.2M Sell
60,308
-6,021
-9% -$654K 8.8% 5
2023
Q2 		$7.56M Buy
66,329
+6,864
+12% +$714K 6.9% 7
2023
Q1 		$5.83M Sell
59,465
-18,979
-24% -$1.54M 5.62% 11
2022
Q4 		$5.08M Buy
+78,444
New +$5.18M 6.89% 7
2022
Q3 		– Sell
-70,233
Closed -$5.37M – 12
2022
Q2 		$5.37M Sell
70,233
-2,680
-4% -$251K 11.58% 3
2022
Q1 		$7.97M Sell
72,913
-5,805
-7% -$693K 6.23% 8
2021
Q4 		$11.3M Sell
78,718
-16,629
-17% -$2.24M 7.49% 6
2021
Q3 		$9.81M Sell
95,347
-66,234
-41% -$6.77M 6.39% 9
2021
Q2 		$15.2M Sell
161,581
-46,825
-22% -$3.78M 7.61% 4
2021
Q1 		$16.4M Buy
208,406
+72,850
+54% +$6.27M 7.23% 4
2020
Q4 		$12.4M Sell
135,556
-92,974
-41% -$8.02M 5.15% 10
2020
Q3 		$18.7M Sell
228,530
-43,153
-16% -$3.2M 6.22% 7
2020
Q2 		$14.3M Buy
271,683
+79,976
+42% +$4.24M 5.21% 11
2020
Q1 		$8.72M Buy
191,707
+15,645
+9% +$754K 4.46% 9
2019
Q4 		$8.07M Sell
176,062
-249,527
-59% -$9.19M 3.44% 11
2019
Q3 		$12.3M Buy
425,589
+72,177
+20% +$2.26M 6.79% 6
2019
Q2 		$10.7M Sell
353,412
-49,956
-12% -$1.43M 5.16% 7
2019
Q1 		$10.3M Buy
+403,368
New +$9.16M 6.58% 7

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

Totem Point Management's AMD Position: Q2 2026 in Review

Totem Point Management reduced its Advanced Micro Devices (AMD) stake by 48% in Q2 2026, selling an estimated $8.34M and leaving 21,892 shares worth $12.7M. The position accounts for 7.78% of the portfolio, ranked #5.

Totem Point Management first reported a position in AMD in Q1 2019 and has held it in 25 quarters since. The position peaked at $18.7M in Q3 2020. 3,986 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

  • Totem Point Management held 21,892 shares of Advanced Micro Devices worth $12.7M as of Q2 2026.
  • Totem Point Management sold 20,344 Advanced Micro Devices shares in Q2 2026, an estimated $8.34M.
  • Advanced Micro Devices made up 7.78% of Totem Point Management's portfolio in Q2 2026, its #5 holding.
  • Totem Point Management first reported a position in Advanced Micro Devices in Q1 2019 and has held it in 25 quarters since.
  • Totem Point Management's Advanced Micro Devices position peaked at $18.7M in Q3 2020.
  • 3,986 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on Totem Point Management's 13F filing for Q2 2026, filed 14 Aug 2026.