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Sandler Capital Management’s Advanced Micro Devices AMD Stock Holding History

Sandler Capital Management’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 		$804K Buy
+3,950
New +$843K 0.42% 88
2023
Q4 		– Sell
-47,688
Closed -$4.9M – 109
2023
Q3 		$4.9M Buy
+47,688
New +$5.18M 0.5% 77
2023
Q2 		– Sell
-104,865
Closed -$10.3M – 98
2023
Q1 		$10.3M Buy
104,865
+448
+0.4% +$36.5K 0.94% 35
2022
Q4 		$6.76M Buy
104,417
+20,410
+24% +$1.35M 0.69% 54
2022
Q3 		$5.32M Sell
84,007
-135,143
-62% -$11.5M 0.74% 44
2022
Q2 		$16.8M Buy
219,150
+93,207
+74% +$8.72M 1.78% 16
2022
Q1 		$13.8M Buy
125,943
+67,450
+115% +$8.05M 1.21% 27
2021
Q4 		$8.42M Sell
58,493
-14,012
-19% -$1.88M 0.73% 57
2021
Q3 		$7.46M Sell
72,505
-99,930
-58% -$10.2M 0.66% 55
2021
Q2 		$16.2M Buy
172,435
+41,235
+31% +$3.33M 1.26% 32
2021
Q1 		$10.3M Buy
131,200
+31,200
+31% +$2.69M 0.88% 47
2020
Q4 		$9.17M Sell
100,000
-172,300
-63% -$14.9M 1.07% 40
2020
Q3 		$22.3M Buy
272,300
+11,110
+4% +$825K 2.24% 15
2020
Q2 		$13.7M Buy
261,190
+200,790
+332% +$10.6M 1.31% 29
2020
Q1 		$2.75M Buy
+60,400
New +$2.91M 0.38% 72

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

Sandler Capital Management's AMD Position: Q1 2026 in Review

Sandler Capital Management opened a new position in Advanced Micro Devices (AMD) in Q1 2026: 3,950 shares worth $804K. The stake represents 0.42% of the portfolio and ranks #88 among its holdings. This is a return to the name: Sandler Capital Management previously reported a position in AMD as recently as Q3 2023.

Sandler Capital Management first reported a position in AMD in Q1 2020 and has held it in 15 quarters since. The position peaked at $22.3M in Q3 2020. 3,167 funds tracked by Wall St. Rank hold AMD as of Q1 2026.

  • Sandler Capital Management held 3,950 shares of Advanced Micro Devices worth $804K as of Q1 2026.
  • Advanced Micro Devices was a new Sandler Capital Management position in Q1 2026.
  • Advanced Micro Devices made up 0.42% of Sandler Capital Management's portfolio in Q1 2026, its #88 holding.
  • Sandler Capital Management first reported a position in Advanced Micro Devices in Q1 2020 and has held it in 15 quarters since.
  • Sandler Capital Management's Advanced Micro Devices position peaked at $22.3M in Q3 2020.
  • 3,167 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q1 2026.

Based on Sandler Capital Management's 13F filing for Q1 2026, filed 15 May 2026.