Marble Wealth LLC Invests $980,000 in Advanced Micro Devices, Inc. $AMD

03 Jun 2026, 09:49 by Amy Steele · The Cerbat Gem

Marble Wealth LLC acquired a new position in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired 4,575 shares of the semiconductor manufacturer’s stock, valued at approximately $980,000.

Several other hedge funds and other institutional investors have also recently modified their holdings of AMD. Brighton Jones LLC increased its stake in shares of Advanced Micro Devices by 178.2% in the 4th quarter. Brighton Jones LLC now owns 45,956 shares of the semiconductor manufacturer’s stock worth $5,551,000 after purchasing an additional 29,438 shares in the last quarter. Revolve Wealth Partners LLC increased its stake in shares of Advanced Micro Devices by 2.9% in the 4th quarter. Revolve Wealth Partners LLC now owns 8,283 shares of the semiconductor manufacturer’s stock worth $1,001,000 after purchasing an additional 234 shares in the last quarter. Sivia Capital Partners LLC increased its stake in shares of Advanced Micro Devices by 125.1% in the 2nd quarter. Sivia Capital Partners LLC now owns 5,344 shares of the semiconductor manufacturer’s stock worth $758,000 after purchasing an additional 2,970 shares in the last quarter. United Bank increased its stake in shares of Advanced Micro Devices by 22.0% in the 2nd quarter. United Bank now owns 13,255 shares of the semiconductor manufacturer’s stock worth $1,881,000 after purchasing an additional 2,392 shares in the last quarter. Finally, Schnieders Capital Management LLC. increased its stake in shares of Advanced Micro Devices by 361.0% in the 2nd quarter. Schnieders Capital Management LLC. now owns 9,230 shares of the semiconductor manufacturer’s stock worth $1,310,000 after purchasing an additional 7,228 shares in the last quarter. 71.34% of the stock is currently owned by hedge funds and other institutional investors.

Advanced Micro Devices News Summary

Here are the key news stories impacting Advanced Micro Devices this week:

Positive Sentiment: AMD’s latest catalyst is the ramp of its 2nm EPYC “Venice” server processor production, which reinforces the company’s role in the data-center AI buildout and supports the bullish move in the shares. Why Advanced Micro Devices (AMD) Is Up 10.4% After Launching 2nm EPYC Venice Production
Positive Sentiment: AMD also gained attention after joining DriveNets’ $410 million funding round, signaling further investment in AI networking infrastructure and broadening its exposure beyond chips alone. AMD Joins DriveNets Funding Round
Positive Sentiment: A top Cowen analyst reiterated a bullish stance after meeting with CEO Lisa Su, which adds to investor confidence that AMD’s AI and server roadmap remains compelling. Top Cowen Analyst Pounds the Table on AMD Stock After Meeting With Lisa Su
Neutral Sentiment: AMD presented at the Bank of America 2026 Global Technology Conference, but no major new financial guidance or product surprise was highlighted in the transcript. Advanced Micro Devices, Inc. (AMD) Presents at Bank of America 2026 Global Technology Conference Transcript
Negative Sentiment: Director Nora Denzel disclosed two recent stock sales, including a larger June 2 transaction, which can weigh on sentiment because insider selling sometimes signals caution or profit-taking after a sharp rally. SEC Form 4 filing
Negative Sentiment: AMD also faces renewed competition after Nvidia’s new RTX Spark PC chip announcement sparked rotation away from AMD and pressured semiconductor peers, raising concerns about market-share competition in PCs and AI devices. NVIDIA Sends Message With RTX Spark: This is What it Says

Insider Buying and Selling at Advanced Micro Devices

In other Advanced Micro Devices news, EVP Paul Darren Grasby sold 24,376 shares of the stock in a transaction dated Friday, May 8th. The shares were sold at an average price of $444.39, for a total transaction of $10,832,450.64. Following the completion of the transaction, the executive vice president owned 105,222 shares of the company’s stock, valued at $46,759,604.58. This represents a 18.81% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Nora Denzel sold 8,626 shares of the stock in a transaction dated Tuesday, June 2nd. The shares were sold at an average price of $522.00, for a total transaction of $4,502,772.00. Following the transaction, the director directly owned 87,173 shares of the company’s stock, valued at $45,504,306. This trade represents a 9.00% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 339,532 shares of company stock worth $119,504,341. Insiders own 0.50% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on the company. Barclays upped their price objective on Advanced Micro Devices from $500.00 to $665.00 and gave the stock an “overweight” rating in a research note on Monday. Melius Research set a $540.00 price target on Advanced Micro Devices in a research note on Monday, May 18th. Phillip Securities raised Advanced Micro Devices from a “moderate buy” rating to a “strong-buy” rating in a report on Sunday, February 8th. Jefferies Financial Group cut Advanced Micro Devices from a “buy” rating to a “hold” rating in a report on Wednesday, May 6th. Finally, Erste Group Bank raised Advanced Micro Devices from a “hold” rating to a “buy” rating in a report on Thursday, April 2nd. Two equities research analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and twelve have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $419.86.

View Our Latest Report on Advanced Micro Devices

Advanced Micro Devices Price Performance

NASDAQ:AMD opened at $521.54 on Wednesday. The company has a quick ratio of 1.96, a current ratio of 2.72 and a debt-to-equity ratio of 0.04. The business’s 50-day simple moving average is $333.88 and its two-hundred day simple moving average is $257.70. The stock has a market cap of $850.42 billion, a PE ratio of 171.00, a P/E/G ratio of 1.50 and a beta of 2.50. Advanced Micro Devices, Inc. has a 52 week low of $113.28 and a 52 week high of $527.20.

Advanced Micro Devices (NASDAQ:AMD – Get Free Report) last released its quarterly earnings data on Tuesday, May 5th. The semiconductor manufacturer reported $1.37 EPS for the quarter, beating the consensus estimate of $1.29 by $0.08. Advanced Micro Devices had a net margin of 13.37% and a return on equity of 9.55%. The business had revenue of $10.25 billion during the quarter, compared to the consensus estimate of $9.90 billion. During the same quarter in the prior year, the firm earned $0.96 EPS. The business’s revenue was up 37.8% on a year-over-year basis. As a group, analysts forecast that Advanced Micro Devices, Inc. will post 6.2 EPS for the current fiscal year.

About Advanced Micro Devices

(Free Report)

Advanced Micro Devices, Inc (NASDAQ: AMD) is a global semiconductor company that designs and sells microprocessors, graphics processors, chipsets and adaptive computing solutions for a broad set of markets. The company’s product portfolio includes consumer and commercial CPUs under the Ryzen and Threadripper brands, data center processors under the EPYC brand, and Radeon graphics processing units for gaming and professional visualization. AMD also offers semi-custom system-on-chip (SoC) products for gaming consoles and other specialized applications, and provides supporting software and platform technologies for OEMs, cloud service providers and end users.