Waycross Partners’s Advanced Micro Devices AMD Stock Holding History

Waycross Partners’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	$31.6M	Buy	54,388 +719	+1%	+$295K	2.69%	17
2026 Q1	$10.9M	Buy	53,669 +33,669	+168%	+$7.19M	1.04%	28
2025 Q4	$4.28M	Hold	20,000	–	–	0.35%	33
2025 Q3	$3.24M	Hold	20,000	–	–	0.28%	41
2025 Q2	$2.84M	Hold	20,000	–	–	0.27%	42
2025 Q1	$2.05M	Hold	20,000	–	–	0.23%	44
2024 Q4	$2.42M	Hold	20,000	–	–	0.31%	41
2024 Q3	$3.28M	Hold	20,000	–	–	0.45%	35
2024 Q2	$3.24M	Hold	20,000	–	–	0.5%	35
2024 Q1	$3.61M	Hold	20,000	–	–	0.62%	34
2023 Q4	$2.95M	Sell	20,000 -4,600	-19%	-$542K	0.55%	37
2023 Q3	$2.53M	Hold	24,600	–	–	0.56%	38
2023 Q2	$2.8M	Sell	24,600 -4,000	-14%	-$416K	0.61%	35
2023 Q1	$2.8M	Buy	28,600 +8,600	+43%	+$700K	0.81%	32
2022 Q4	$1.29M	Hold	20,000	–	–	0.47%	47
2022 Q3	$1.27M	Hold	20,000	–	–	0.85%	40
2022 Q2	$1.53M	Hold	20,000	–	–	1.02%	40
2022 Q1	$2.19M	Buy	+20,000	New	+$2.39M	1.27%	31

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

Waycross Partners's AMD Position: Q2 2026 in Review

Waycross Partners increased its Advanced Micro Devices (AMD) stake by 1.3% in Q2 2026, buying an estimated $295K and bringing the position to 54,388 shares worth $31.6M. The position accounts for 2.69% of the portfolio, ranked #17.

Waycross Partners first reported a position in AMD in Q1 2022 and has held it in 18 quarters since. 3,986 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

Waycross Partners held 54,388 shares of Advanced Micro Devices worth $31.6M as of Q2 2026.
Waycross Partners bought 719 Advanced Micro Devices shares in Q2 2026, an estimated $295K.
Advanced Micro Devices made up 2.69% of Waycross Partners's portfolio in Q2 2026, its #17 holding.
Waycross Partners first reported a position in Advanced Micro Devices in Q1 2022 and has held it in 18 quarters since.
3,986 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on Waycross Partners's 13F filing for Q2 2026, filed 11 Aug 2026.