Puzo Michael J’s Advanced Micro Devices Inc Position
Does Puzo Michael J own Advanced Micro Devices Inc (AMD)? Yes — 54.3K shares worth $11M (+3.21% of its 13F portfolio) as of Q1 2026, down from 56.2K shares the prior filed quarter.
Position Value
$11M
Q1 2026
Shares
54.3K
% of Portfolio
+3.21%
Quarters Held
17
currently held
Position History AMD
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 54.3K | $11M | +3.21% |
| Q4 2025 | 56.2K | $12M | +3.28% |
| Q3 2025 | 63.4K | $10M | +2.80% |
| Q2 2025 | 67.4K | $10M | +2.72% |
| Q1 2025 | 78.1K | $8M | +2.30% |
| Q4 2024 | 77.7K | $9M | +2.62% |
| Q3 2024 | 80.6K | $13M | +3.46% |
| Q2 2024 | 81.4K | $13M | +3.67% |
| Q1 2024 | 85.6K | $15M | +4.28% |
| Q4 2023 | 82.1K | $12M | +3.85% |
| Q3 2023 | 84.4K | $9M | +2.94% |
| Q2 2023 | 86.1K | $10M | +3.10% |
| Q1 2023 | 89.5K | $9M | +2.93% |
| Q4 2022 | 87.2K | $6M | +2.04% |
| Q3 2022 | 86.0K | $5M | +2.07% |
| Q2 2022 | 85.7K | $7M | +2.33% |
| Q1 2022 | 87.8K | $10M | +2.89% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Puzo Michael J’s full portfolio or all institutional holders of AMD.