Nicholas Company Inc. Has $104.23 Million Position in Advanced Micro Devices, Inc. $AMD

Posted by Brian Himes on Aug 18th, 2026

Nicholas Company Inc. trimmed its holdings in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 30.3% during the second quarter, Holdings Channel reports. The firm owned 179,426 shares of the semiconductor manufacturer’s stock after selling 78,050 shares during the quarter. Advanced Micro Devices comprises 1.9% of Nicholas Company Inc.’s portfolio, making the stock its 6th largest holding. Nicholas Company Inc.’s holdings in Advanced Micro Devices were worth $104,230,000 as of its most recent filing with the SEC.

A number of other large investors also recently modified their holdings of AMD. Southpoint Capital Advisors LP raised its holdings in shares of Advanced Micro Devices by 50.0% during the first quarter. Southpoint Capital Advisors LP now owns 900,000 shares of the semiconductor manufacturer’s stock valued at $183,087,000 after buying an additional 300,000 shares during the last quarter. Jefferies Financial Group Inc. boosted its position in shares of Advanced Micro Devices by 6,228.8% during the fourth quarter. Jefferies Financial Group Inc. now owns 308,021 shares of the semiconductor manufacturer’s stock worth $65,966,000 after buying an additional 303,154 shares during the period. Boomfish Wealth Group LLC bought a new position in Advanced Micro Devices in the 1st quarter worth approximately $1,193,000. Dimensional Fund Advisors LP grew its holdings in Advanced Micro Devices by 6.0% in the 1st quarter. Dimensional Fund Advisors LP now owns 5,142,516 shares of the semiconductor manufacturer’s stock worth $1,045,954,000 after buying an additional 291,165 shares in the last quarter. Finally, Williamson Legacy Group LLC acquired a new stake in Advanced Micro Devices in the 4th quarter valued at approximately $1,118,000. 71.34% of the stock is currently owned by institutional investors.

More Advanced Micro Devices News

Here are the key news stories impacting Advanced Micro Devices this week:

Positive Sentiment: AMD priced a record $4.75 billion senior-notes offering in four tranches maturing from 2029 through 2036. Management plans to use the capital for general corporate purposes, including expanding its AI and data-center businesses. The offering gives AMD additional financial flexibility without issuing shares, although it will increase interest expense. AMD Rises on $4.75 Billion Debt Offering
Positive Sentiment: Analysts continue to see upside based on accelerating demand for AMD’s AI data-center processors, record data-center revenue, and potential growth in server CPUs. Reported analyst price targets reach as high as $700, supporting the bullish case despite the stock’s large year-to-date advance. AMD Stock Is Up 136% YTD. Why Wall Street Still Sees More Upside
Positive Sentiment: A quarterly SEC filing disclosed sizable equity stakes in SpaceX and Nutanix. The investments broaden AMD’s strategic exposure to space technology and enterprise infrastructure, though the filing did not establish a direct near-term revenue impact. AMD Filing Reveals Unexpected SpaceX and Nutanix Bet

Analyst Upgrades and Downgrades

AMD has been the topic of a number of recent analyst reports. DA Davidson upped their price objective on shares of Advanced Micro Devices from $425.00 to $550.00 and gave the stock a “buy” rating in a report on Wednesday, August 5th. Robert W. Baird set a $1,250.00 price target on shares of Advanced Micro Devices in a research note on Friday, July 24th. UBS Group reiterated an “overweight” rating on shares of Advanced Micro Devices in a report on Friday, July 24th. Sanford C. Bernstein reiterated an “outperform” rating and set a $650.00 price objective on shares of Advanced Micro Devices in a research note on Wednesday, August 5th. Finally, Jefferies Financial Group set a $650.00 target price on Advanced Micro Devices in a report on Wednesday, August 5th. Three research analysts have rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating, ten have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $546.87.

Check Out Our Latest Stock Analysis on AMD

Insider Activity at Advanced Micro Devices

In related news, SVP Ava Hahn sold 143 shares of Advanced Micro Devices stock in a transaction on Tuesday, August 11th. The stock was sold at an average price of $474.75, for a total value of $67,889.25. Following the transaction, the senior vice president directly owned 17,644 shares in the company, valued at $8,376,489. The trade was a 0.80% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Nora Denzel sold 8,626 shares of the business’s stock in a transaction on Tuesday, June 2nd. The stock was sold at an average price of $522.00, for a total value of $4,502,772.00. Following the sale, the director directly owned 87,173 shares in the company, valued at $45,504,306. This trade represents a 9.00% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 161,077 shares of company stock worth $74,732,145. 0.50% of the stock is owned by corporate insiders.

Advanced Micro Devices Stock Performance

Shares of AMD opened at $506.00 on Tuesday. The firm’s 50 day moving average is $512.08 and its 200-day moving average is $370.08. The stock has a market capitalization of $826.03 billion, a P/E ratio of 130.08 and a beta of 2.48. The company has a debt-to-equity ratio of 0.03, a current ratio of 2.61 and a quick ratio of 1.91. Advanced Micro Devices, Inc. has a 12-month low of $149.22 and a 12-month high of $584.73.

Advanced Micro Devices (NASDAQ:AMD – Get Free Report) last released its earnings results on Tuesday, August 4th. The semiconductor manufacturer reported $1.66 EPS for the quarter, beating the consensus estimate of $1.62 by $0.04. The business had revenue of $11.54 billion during the quarter, compared to analyst estimates of $11.31 billion. Advanced Micro Devices had a net margin of 15.58% and a return on equity of 12.30%. The business’s quarterly revenue was up 50.1% on a year-over-year basis. During the same period in the prior year, the business earned $0.48 earnings per share. Equities research analysts anticipate that Advanced Micro Devices, Inc. will post 6.44 EPS for the current fiscal year.

Advanced Micro Devices Company Profile

(Free Report)

Advanced Micro Devices, Inc (NASDAQ: AMD) is a global semiconductor company that designs and sells microprocessors, graphics processors, chipsets and adaptive computing solutions for a broad set of markets. The company’s product portfolio includes consumer and commercial CPUs under the Ryzen and Threadripper brands, data center processors under the EPYC brand, and Radeon graphics processing units for gaming and professional visualization. AMD also offers semi-custom system-on-chip (SoC) products for gaming consoles and other specialized applications, and provides supporting software and platform technologies for OEMs, cloud service providers and end users.

Founded in 1969, AMD has evolved from a supplier of logic chips into a diversified, fabless semiconductor designer.