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Rahlfs Capital’s Advanced Micro Devices AMD Stock Holding History

Rahlfs Capital’s Portfolio AMD Stock Details AMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.39M Buy
6,850
+2,525
+58% +$539K 1.02% 31
2025
Q4 		$926K Buy
4,325
+25
+0.6% +$5.62K 0.72% 39
2025
Q3 		$696K Hold
4,300
– – 0.55% 50
2025
Q2 		$610K Buy
+4,300
New +$468K 0.56% 51

Other funds holding AMD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Rahlfs Capital's AMD Position: Q1 2026 in Review

Rahlfs Capital increased its Advanced Micro Devices (AMD) stake by 58% in Q1 2026, buying an estimated $539K and bringing the position to 6,850 shares worth $1.39M. The position accounts for 1.02% of the portfolio, ranked #31.

Rahlfs Capital first reported a position in AMD in Q2 2025 and has held it in 4 quarters since. 3,167 funds tracked by Wall St. Rank hold AMD as of Q1 2026.

  • Rahlfs Capital held 6,850 shares of Advanced Micro Devices worth $1.39M as of Q1 2026.
  • Rahlfs Capital bought 2,525 Advanced Micro Devices shares in Q1 2026, an estimated $539K.
  • Advanced Micro Devices made up 1.02% of Rahlfs Capital's portfolio in Q1 2026, its #31 holding.
  • Rahlfs Capital first reported a position in Advanced Micro Devices in Q2 2025 and has held it in 4 quarters since.
  • 3,167 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q1 2026.

Based on Rahlfs Capital's 13F filing for Q1 2026, filed 11 May 2026.