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

Tran 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	$1.75M	Sell	3,013 -861	-22%	-$353K	0.2%	39
2026 Q1	$788K	Hold	3,874	–	–	0.11%	50
2025 Q4	$830K	Hold	3,874	–	–	0.1%	49
2025 Q3	$627K	Hold	3,874	–	–	0.07%	54
2025 Q2	$550K	Sell	3,874 -100	-3%	-$10.9K	0.06%	50
2025 Q1	$408K	Buy	3,974 +315	+9%	+$35K	0.05%	54
2024 Q4	$442K	Hold	3,659	–	–	0.05%	53
2024 Q3	$600K	Buy	3,659 +691	+23%	+$105K	0.06%	45
2024 Q2	$481K	Buy	+2,968	New	+$477K	0.06%	41

Other funds holding AMD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Tran Capital Management reduced its Advanced Micro Devices (AMD) stake by 22% in Q2 2026, selling an estimated $353K and leaving 3,013 shares worth $1.75M. The position accounts for 0.2% of the portfolio, ranked #39.

Tran Capital Management first reported a position in AMD in Q2 2024 and has held it in 9 quarters since. 3,977 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

Tran Capital Management held 3,013 shares of Advanced Micro Devices worth $1.75M as of Q2 2026.
Tran Capital Management sold 861 Advanced Micro Devices shares in Q2 2026, an estimated $353K.
Advanced Micro Devices made up 0.2% of Tran Capital Management's portfolio in Q2 2026, its #39 holding.
Tran Capital Management first reported a position in Advanced Micro Devices in Q2 2024 and has held it in 9 quarters since.
3,977 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on Tran Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.