Position in AMD
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,050,031
+$1,556,917 QoQ
Shares Held
3,529
+45.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,949
of 3,969 holders
Holding Since
Dec 2021
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMD Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Obermeyer Wealth Partners holds $317,350,462 across 11 Semiconductors names. AMD ranks #6 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
250,513 | $119,637,493 | |
| 2 | NVDA |
Nvidia Corp
|
417,763 | $83,590,198 | |
| 3 | AVGO |
Broadcom Inc.
|
192,213 | $72,608,460 | |
| 4 | TXN |
Texas Instruments Inc
|
112,214 | $33,447,626 | |
| 5 | ADI |
Analog Devices Inc
|
9,946 | $3,950,252 | |
| 6 | AMD |
Advanced Micro Devices Inc
This page
|
3,529 | $2,050,031 | |
| 7 | INTC |
Intel Corp
|
5,224 | $729,427 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
1,450 | $431,940 |
All Filings in AMD
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,050,031 | 3,529 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $493,114 | 2,424 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $461,514 | 2,155 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $348,657 | 2,155 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $228,884 | 1,613 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $216,986 | 2,112 | Shares | Sole | 2025-05-06 | |
| 2024-06-30 | $353,131 | 2,177 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $209,368 | 1,160 | Shares | Sole | 2024-05-07 | |
| 2022-03-31 | $205,559 | 1,880 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $277,727 | 1,930 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||