Position in AMD
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$33,120,583
+$19,500,742 QoQ
Shares Held
57,015
-14.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.17%
of 13F equity value
Holder Rank
#605
of 3,969 holders
Holding Since
Mar 2021
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMD Over Time
Shares Held
Position Value (USD)
Derivatives in AMD
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$580,910
PutShares
1,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Jun 30, 2026Welch Group, LLC holds $268,547,045 across 10 Semiconductors names. AMD ranks #4 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | QCOM |
Qualcomm Inc/De
|
413,112 | $76,338,966 | |
| 2 | TXN |
Texas Instruments Inc
|
255,512 | $76,160,461 | |
| 3 | NVDA |
Nvidia Corp
|
174,029 | $34,821,462 | |
| 4 | AMD |
Advanced Micro Devices Inc
This page
|
57,015 | $33,120,583 | |
| 5 | MU |
Micron Technology Inc
|
27,937 | $32,247,399 | |
| 6 | AVGO |
Broadcom Inc.
|
35,018 | $13,228,049 | |
| 7 | INTC |
Intel Corp
|
11,284 | $1,575,584 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
1,780 | $530,244 |
All Filings in AMD
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $580,910 | 1,000 | Put | Sole | 2026-07-23 | |
| 2026-06-30 | $33,120,583 | 57,015 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $13,619,841 | 66,951 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $14,481,927 | 67,622 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $11,529,155 | 71,260 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $9,945,345 | 70,087 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $6,433,167 | 62,616 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $6,095,788 | 50,466 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $7,791,338 | 47,485 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $7,029,694 | 43,337 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $7,191,443 | 39,844 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $6,110,881 | 41,455 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $4,261,991 | 41,451 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $4,607,773 | 40,451 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $3,738,983 | 38,149 | Shares | Sole | 2023-04-13 | |
| 2022-03-31 | $366,945 | 3,356 | Shares | Sole | 2022-04-29 | |
| 2021-03-31 | $202,608 | 2,581 | Shares | Sole | 2021-04-23 | |
| No filing history on record for this holder in this stock. | ||||||