Position in AMD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$4,128,527
+$2,305,998 QoQ
Shares Held
7,107
-20.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,463
of 3,969 holders
Holding Since
Mar 2020
26 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, 2026Caldwell Trust Co holds $108,014,838 across 15 Semiconductors names. AMD ranks #5 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
311,134 | $62,254,802 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
22,037 | $10,524,210 | |
| 3 | AVGO |
Broadcom Inc.
|
27,683 | $10,457,253 | |
| 4 | MRVL |
Marvell Technology, Inc.
|
24,560 | $7,316,178 | |
| 5 | AMD |
Advanced Micro Devices Inc
This page
|
7,107 | $4,128,527 | |
| 6 | TXN |
Texas Instruments Inc
|
10,798 | $3,218,559 | |
| 7 | ADI |
Analog Devices Inc
|
7,006 | $2,782,572 | |
| 8 | QCOM |
Qualcomm Inc/De
|
14,309 | $2,644,160 |
All Filings in AMD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,128,527 | 7,107 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,822,529 | 8,959 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,672,161 | 7,808 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,248,533 | 7,717 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,154,214 | 8,134 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $853,872 | 8,311 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $1,041,089 | 8,619 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $1,437,340 | 8,760 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $1,554,458 | 9,583 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $1,629,644 | 9,029 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $1,306,494 | 8,863 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $915,714 | 8,906 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $1,026,443 | 9,011 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $895,419 | 9,136 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $613,436 | 9,471 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $597,864 | 9,436 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $700,541 | 9,161 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $957,490 | 8,757 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $701,800 | 4,877 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $427,240 | 4,152 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $273,712 | 2,914 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $132,508 | 1,688 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $137,931 | 1,504 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $124,542 | 1,519 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $77,284 | 1,469 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $22,740 | 500 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||