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

Vision 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 Q1	$542K	Hold	2,663	–	–	0.07%	98
2025 Q4	$570K	Sell	2,663 -92	-3%	-$20.7K	0.07%	96
2025 Q3	$446K	Buy	2,755 +555	+25%	+$89.6K	0.06%	105
2025 Q2	$312K	Hold	2,200	–	–	0.04%	120
2025 Q1	$226K	Sell	2,200 -100	-4%	-$11.1K	0.03%	130
2024 Q4	$278K	Buy	2,300 +300	+15%	+$43.2K	0.04%	113
2024 Q3	$328K	Buy	2,000 +200	+11%	+$30.4K	0.05%	110
2024 Q2	$292K	Hold	1,800	–	–	0.04%	108
2024 Q1	$325K	Sell	1,800 -42	-2%	-$7.34K	0.05%	103
2023 Q4	$272K	Buy	+1,842	New	+$217K	0.04%	108
2023 Q3	–	Sell	-1,800	Closed	-$205K	–	75
2023 Q2	$205K	Buy	+1,800	New	+$187K	0.04%	103

Other funds holding AMD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Vision Capital Management's AMD Position: Q1 2026 in Review

Vision Capital Management held its Advanced Micro Devices (AMD) position steady in Q1 2026 at 2,663 shares worth $542K. The position accounts for 0.07% of the portfolio, ranked #98.

Vision Capital Management first reported a position in AMD in Q2 2023 and has held it in 11 quarters since. The position peaked at $570K in Q4 2025. 3,169 funds tracked by Wall St. Rank hold AMD as of Q1 2026.

Vision Capital Management held 2,663 shares of Advanced Micro Devices worth $542K as of Q1 2026.
Vision Capital Management left its Advanced Micro Devices share count unchanged in Q1 2026.
Advanced Micro Devices made up 0.07% of Vision Capital Management's portfolio in Q1 2026, its #98 holding.
Vision Capital Management first reported a position in Advanced Micro Devices in Q2 2023 and has held it in 11 quarters since.
Vision Capital Management's Advanced Micro Devices position peaked at $570K in Q4 2025.
3,169 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q1 2026.

Based on Vision Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.