Summa Corp. AMD — ADVANCED MICRO DEVICES INC

Ownership history in Summa Corp.  ·  10 quarters on record

AI Ownership Summary

Summa Corp. reported ADVANCED MICRO DEVICES INC (AMD) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 11.76% in 2023 Q4. The latest visible filing shows AMD at 10.30% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AMD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Summa Corp.'s position in ADVANCED MICRO DEVICES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AMD was reported at 10.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
11.76% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AMD stock page Summa Corp. fund profile Summa Corp. full holdings
How Summa Corp. held AMD — position size vs. price
% of Fund (quarterly)    AMD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 122,474 +704 +0.6% 10.30% $24.9M 2026-04-30 $354.49
2025 Q4 REDUCED 6.1% -5.0% ✅ 121,770 -7,900 -6.1% 11.18% $26.1M 2026-01-21 $249.80
2025 Q3 ADDED — — — 129,670 +21,970 +20.4% 9.23% $21.0M 2025-10-27 $259.67
2025 Q2 REDUCED 10.4% +13.7% ❌ 107,700 -12,500 -10.4% 7.94% $15.3M 2025-07-25 $166.47
2025 Q1 REDUCED 5.5% +38.1% ❌ 120,200 -7,000 -5.5% 7.14% $12.3M 2025-04-21 $85.56
2024 Q4 ADDED — — — 127,200 +3,900 +3.2% 7.53% $15.4M 2025-01-23 $123.04
2024 Q3 ADDED — — — 123,300 +7,000 +6.0% 9.70% $20.2M 2024-10-17 $156.25
2024 Q2 ADDED — — — 116,300 +5,266 +4.7% 9.14% $18.9M 2024-07-30 $138.44
2024 Q1 REDUCED — — — 111,034 -3,000 -2.6% 10.95% $20.0M 2024-04-23 $152.27
2023 Q4 INITIATED — — — 114,034 — — 11.76% $16.8M 2024-02-07 $170.94

🏢 Other funds also holding AMD

As of 2026 Q1 — sorted by position size

Family Legacy Financial Solutions, LLC 9.83% QVR LLC 3Y 7.44% Torrey Growth & Income Advisors 6.47% Summerhill Capital Management lnc. 5.78% Nepsis Inc. 3Y 7Y 5.27% Robocap Asset Management Ltd 5.18% Generali Powszechne Towarzystwo Emerytalne 5.04% Bellecapital International Ltd. 3Y 7Y 4.79% Pacific Capital Partners Ltd 4.6% Warm Springs Advisors Inc. 4.35%

FAQ About Summa Corp. and AMD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Summa Corp. reported owning AMD?

Summa Corp. reported AMD across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported AMD position in Summa Corp.'s portfolio?

The largest reported portfolio weight for AMD was 11.76% in 2023 Q4.

What is the latest reported AMD position on this page?

The most recent filing on this page is 2026 Q1, when Summa Corp. reported 122,474 shares, equal to 10.30% of portfolio, with an estimated market value of $24.9M.

What does the chart on this AMD ownership page compare?

The chart compares Summa Corp.'s quarterly AMD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Summa Corp. time their AMD position?

Based on 13F filing dates vs. subsequent AMD price moves, Summa Corp. correctly timed 2 out of 9 reported position changes (22%). The annualised alpha on AMD relative to SPY over the holding period was +16.3%.

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