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

Sunbeam 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
Q2 		$858K Buy
1,477
+71
+5% +$29.1K 0.39% 53
2026
Q1 		$286K Buy
1,406
+61
+5% +$13K 0.16% 86
2025
Q4 		$288K Buy
1,345
+30
+2% +$6.74K 0.17% 82
2025
Q3 		$213K Buy
+1,315
New +$212K 0.13% 97

Other funds holding AMD

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Sunbeam Capital Management's AMD Position: Q2 2026 in Review

Sunbeam Capital Management increased its Advanced Micro Devices (AMD) stake by 5% in Q2 2026, buying an estimated $29.1K and bringing the position to 1,477 shares worth $858K. The position accounts for 0.39% of the portfolio, ranked #53.

Sunbeam Capital Management first reported a position in AMD in Q3 2025 and has held it in 4 quarters since. 1,863 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

  • Sunbeam Capital Management held 1,477 shares of Advanced Micro Devices worth $858K as of Q2 2026.
  • Sunbeam Capital Management bought 71 Advanced Micro Devices shares in Q2 2026, an estimated $29.1K.
  • Advanced Micro Devices made up 0.39% of Sunbeam Capital Management's portfolio in Q2 2026, its #53 holding.
  • Sunbeam Capital Management first reported a position in Advanced Micro Devices in Q3 2025 and has held it in 4 quarters since.
  • 1,863 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on Sunbeam Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.