Valicenti Advisory Services’s Advanced Micro Devices AMD Stock Holding History

Valicenti Advisory Services’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	$28.6M	Sell	49,292 -7,238	-13%	-$2.97M	5.4%	4
2026 Q1	$11.5M	Sell	56,530 -2,158	-4%	-$461K	2.51%	14
2025 Q4	$12.6M	Sell	58,688 -12,096	-17%	-$2.72M	2.63%	14
2025 Q3	$11.5M	Sell	70,784 -3,442	-5%	-$555K	2.46%	14
2025 Q2	$10.5M	Sell	74,226 -2,600	-3%	-$283K	2.46%	13
2025 Q1	$7.89M	Buy	76,826 +2,944	+4%	+$327K	2.03%	17
2024 Q4	$8.92M	Sell	73,882 -17	-0%	-$2.45K	2.22%	12
2024 Q3	$12.1M	Sell	73,899 -1,791	-2%	-$272K	3.11%	9
2024 Q2	$12.3M	Buy	75,690 +5,168	+7%	+$831K	3.3%	8
2024 Q1	$12.7M	Sell	70,522 -1,775	-2%	-$310K	3.55%	8
2023 Q4	$10.7M	Buy	72,297 +18,215	+34%	+$2.15M	3.24%	8
2023 Q3	$5.56M	Buy	54,082 +3,433	+7%	+$373K	1.9%	19
2023 Q2	$5.77M	Sell	50,649 -20,540	-29%	-$2.14M	1.83%	19
2023 Q1	$6.98M	Sell	71,189 -22,060	-24%	-$1.8M	2.32%	15
2022 Q4	$6.04M	Sell	93,249 -4,943	-5%	-$326K	2.2%	15
2022 Q3	$6.22M	Sell	98,192 -700	-0.7%	-$59.6K	2.27%	14
2022 Q2	$7.56M	Sell	98,892 -269	-0.3%	-$25.2K	2.47%	11
2022 Q1	$10.8M	Buy	+99,161	New	+$11.8M	2.85%	6

Other funds holding AMD

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Valicenti Advisory Services's AMD Position: Q2 2026 in Review

Valicenti Advisory Services reduced its Advanced Micro Devices (AMD) stake by 13% in Q2 2026, selling an estimated $2.97M and leaving 49,292 shares worth $28.6M. The position accounts for 5.4% of the portfolio, ranked #4.

Valicenti Advisory Services first reported a position in AMD in Q1 2022 and has held it in 18 quarters since. 692 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

Valicenti Advisory Services held 49,292 shares of Advanced Micro Devices worth $28.6M as of Q2 2026.
Valicenti Advisory Services sold 7,238 Advanced Micro Devices shares in Q2 2026, an estimated $2.97M.
Advanced Micro Devices made up 5.4% of Valicenti Advisory Services's portfolio in Q2 2026, its #4 holding.
Valicenti Advisory Services first reported a position in Advanced Micro Devices in Q1 2022 and has held it in 18 quarters since.
692 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on Valicenti Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.