Twin Lakes Capital Management’s Advanced Micro Devices AMD Stock Holding History

Twin Lakes 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	$953K	Hold	1,641	–	–	0.36%	43
2026 Q1	$334K	Sell	1,641 -966	-37%	-$206K	0.15%	70
2025 Q4	$558K	Hold	2,607	–	–	0.25%	51
2025 Q3	$422K	Hold	2,607	–	–	0.2%	62
2025 Q2	$370K	Hold	2,607	–	–	0.23%	63
2025 Q1	$268K	Hold	2,607	–	–	0.18%	72
2024 Q4	$315K	Hold	2,607	–	–	0.2%	66
2024 Q3	$428K	Sell	2,607 -49	-2%	-$7.45K	0.28%	57
2024 Q2	$431K	Hold	2,656	–	–	0.29%	56
2024 Q1	$479K	Hold	2,656	–	–	0.32%	56
2023 Q4	$392K	Hold	2,656	–	–	0.27%	57
2023 Q3	$273K	Hold	2,656	–	–	0.2%	66
2023 Q2	$303K	Hold	2,656	–	–	0.21%	66
2023 Q1	$260K	Hold	2,656	–	–	0.19%	67
2022 Q4	$172K	Hold	2,656	–	–	0.13%	88
2022 Q3	$168K	Hold	2,656	–	–	0.14%	89
2022 Q2	$203K	Hold	2,656	–	–	0.15%	68
2022 Q1	$290K	Buy	2,656 +288	+12%	+$34.4K	0.16%	81
2021 Q4	$341K	Sell	2,368 -130	-5%	-$17.5K	0.18%	77
2021 Q3	$257K	Sell	2,498 -441	-15%	-$45.1K	0.15%	79
2021 Q2	$276K	Sell	2,939 -767	-21%	-$62K	0.15%	73
2021 Q1	$291K	Hold	3,706	–	–	0.18%	68
2020 Q4	$340K	Buy	+3,706	New	+$320K	0.24%	66

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

Twin Lakes Capital Management's AMD Position: Q2 2026 in Review

Twin Lakes Capital Management held its Advanced Micro Devices (AMD) position steady in Q2 2026 at 1,641 shares worth $953K. The position accounts for 0.36% of the portfolio, ranked #43.

Twin Lakes Capital Management first reported a position in AMD in Q4 2020 and has held it in 23 quarters since. 3,994 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

Twin Lakes Capital Management held 1,641 shares of Advanced Micro Devices worth $953K as of Q2 2026.
Twin Lakes Capital Management left its Advanced Micro Devices share count unchanged in Q2 2026.
Advanced Micro Devices made up 0.36% of Twin Lakes Capital Management's portfolio in Q2 2026, its #43 holding.
Twin Lakes Capital Management first reported a position in Advanced Micro Devices in Q4 2020 and has held it in 23 quarters since.
3,994 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on Twin Lakes Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.