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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Totem Point Management's AMD Position: Q1 2026 in Review

Totem Point Management opened a new position in Advanced Micro Devices (AMD) in Q1 2026: 42,236 shares worth $8.59M. The stake represents 10.96% of the portfolio and ranks #2 among its holdings. This is a return to the name: Totem Point Management previously reported a position in AMD as recently as Q3 2025.

Totem Point Management first reported a position in AMD in Q1 2019 and has held it in 24 quarters since. The position peaked at $18.7M in Q3 2020. 3,166 funds tracked by Wall St. Rank hold AMD as of Q1 2026.

  • Totem Point Management held 42,236 shares of Advanced Micro Devices worth $8.59M as of Q1 2026.
  • Advanced Micro Devices was a new Totem Point Management position in Q1 2026.
  • Advanced Micro Devices made up 10.96% of Totem Point Management's portfolio in Q1 2026, its #2 holding.
  • Totem Point Management first reported a position in Advanced Micro Devices in Q1 2019 and has held it in 24 quarters since.
  • Totem Point Management's Advanced Micro Devices position peaked at $18.7M in Q3 2020.
  • 3,166 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q1 2026.

Based on Totem Point Management's 13F filing for Q1 2026, filed 15 May 2026.