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

Winslow 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	$386M	Buy	1,895,428 +1,063,698	+128%	+$227M	1.5%	20
2025 Q4	$178M	Sell	831,730 -2,616,359	-76%	-$588M	0.6%	38
2025 Q3	$558M	Buy	+3,448,089	New	+$556M	1.84%	19
2024 Q4	–	Sell	-2,957,427	Closed	-$485M	–	69
2024 Q3	$485M	Buy	2,957,427 +1,452,880	+97%	+$221M	1.74%	19
2024 Q2	$244M	Buy	1,504,547 +546,335	+57%	+$87.9M	0.88%	41
2024 Q1	$173M	Buy	958,212 +955,577	+36,265%	+$167M	0.65%	43
2023 Q4	$388K	Sell	2,635 -2,906,064	-100%	-$343M	﹤0.01%	56
2023 Q3	$299M	Sell	2,908,699 -80,847	-3%	-$8.78M	1.42%	31
2023 Q2	$341M	Buy	+2,989,546	New	+$311M	1.53%	23
2022 Q4	–	Sell	-1,248,824	Closed	-$79.1M	–	53
2022 Q3	$79.1M	Sell	1,248,824 -2,598,105	-68%	-$221M	0.46%	47
2022 Q2	$294M	Buy	+3,846,929	New	+$360M	1.57%	34
2022 Q1	–	Sell	-2,124,366	Closed	-$306M	–	62
2021 Q4	$306M	Sell	2,124,366 -1,749,571	-45%	-$235M	1.13%	41
2021 Q3	$399M	Buy	+3,873,937	New	+$396M	1.57%	27

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

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

Winslow Capital Management increased its Advanced Micro Devices (AMD) stake by 128% in Q1 2026, buying an estimated $227M and bringing the position to 1,895,428 shares worth $386M. The position accounts for 1.5% of the portfolio, ranked #20.

Winslow Capital Management first reported a position in AMD in Q3 2021 and has held it in 13 quarters since. The position peaked at $558M in Q3 2025. 3,166 funds tracked by Wall St. Rank hold AMD as of Q1 2026.

Winslow Capital Management held 1,895,428 shares of Advanced Micro Devices worth $386M as of Q1 2026.
Winslow Capital Management bought 1,063,698 Advanced Micro Devices shares in Q1 2026, an estimated $227M.
Advanced Micro Devices made up 1.5% of Winslow Capital Management's portfolio in Q1 2026, its #20 holding.
Winslow Capital Management first reported a position in Advanced Micro Devices in Q3 2021 and has held it in 13 quarters since.
Winslow Capital Management's Advanced Micro Devices position peaked at $558M in Q3 2025.
3,166 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q1 2026.

Based on Winslow Capital Management's 13F filing for Q1 2026, filed 14 May 2026.