Trinity Street Asset Management’s Advanced Micro Devices AMD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$28.3M Sell
48,702
-2,261
-4% -$927K 1.46% 15
2026
Q1
$10.4M Buy
50,963
+15,389
+43% +$3.29M 0.71% 21
2025
Q4
$7.62M Buy
+35,574
New +$7.99M 0.48% 21

Other funds holding AMD

Trinity Street Asset Management's AMD Position: Q2 2026 in Review

Trinity Street Asset Management reduced its Advanced Micro Devices (AMD) stake by 4.4% in Q2 2026, selling an estimated $927K and leaving 48,702 shares worth $28.3M. The position accounts for 1.46% of the portfolio, ranked #15.

Trinity Street Asset Management first reported a position in AMD in Q4 2025 and has held it in 3 quarters since. 3,980 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

  • Trinity Street Asset Management held 48,702 shares of Advanced Micro Devices worth $28.3M as of Q2 2026.
  • Trinity Street Asset Management sold 2,261 Advanced Micro Devices shares in Q2 2026, an estimated $927K.
  • Advanced Micro Devices made up 1.46% of Trinity Street Asset Management's portfolio in Q2 2026, its #15 holding.
  • Trinity Street Asset Management first reported a position in Advanced Micro Devices in Q4 2025 and has held it in 3 quarters since.
  • 3,980 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on Trinity Street Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.