Silphium Asset Management’s Advanced Micro Devices AMD Stock Holding History

Silphium Asset 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 Q2	$2.15M	Buy	3,695 +1,575	+74%	+$646K	0.72%	23
2026 Q1	$431K	Buy	+2,120	New	+$453K	0.16%	46
2019 Q4	–	Sell	-40,000	Closed	-$1.16M	–	66
2019 Q3	$1.16M	Buy	40,000 +20,000	+100%	+$627K	0.42%	49
2019 Q2	$607K	Sell	20,000 -60,000	-75%	-$1.71M	0.17%	67
2019 Q1	$2.04M	Buy	+80,000	New	+$1.82M	1.1%	34
2015 Q3	–	Sell	-20,000	Closed	-$48K	–	38
2015 Q2	$48K	Buy	+20,000	New	+$48.4K	0.01%	42

Other funds holding AMD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Silphium Asset Management's AMD Position: Q2 2026 in Review

Silphium Asset Management increased its Advanced Micro Devices (AMD) stake by 74% in Q2 2026, buying an estimated $646K and bringing the position to 3,695 shares worth $2.15M. The position accounts for 0.72% of the portfolio, ranked #23.

Silphium Asset Management first reported a position in AMD in Q2 2015 and has held it in 6 quarters since. 3,977 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

Silphium Asset Management held 3,695 shares of Advanced Micro Devices worth $2.15M as of Q2 2026.
Silphium Asset Management bought 1,575 Advanced Micro Devices shares in Q2 2026, an estimated $646K.
Advanced Micro Devices made up 0.72% of Silphium Asset Management's portfolio in Q2 2026, its #23 holding.
Silphium Asset Management first reported a position in Advanced Micro Devices in Q2 2015 and has held it in 6 quarters since.
3,977 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on Silphium Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.