Accurate Wealth Management 13F: Adds $1.5M to AMD Stake
Key Points
- Accurate Wealth Management raised its Advanced Micro Devices, Inc. position by 18.1% during the quarter, adding 2,454 shares to reach 16,040 shares valued at $9,696,173.
- The chipmaker trades recently around $534.60, staying 35.0% above its 200-day moving average of $395.87 ahead of its next earnings release on November 3, 2026.
- Company insiders, including CEO Lisa T. Su and CFO Jean X Hu, completed several share sales prior to the filing date.
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Accurate Wealth Management increased its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 18.1%, according to a Form 13F filing with the SEC on October 20, 2026. The firm bought an additional 2,454 shares during the period, bringing its total ownership to 16,040 shares valued at approximately $9,700,000.
AMD
Advanced Micro Devices, Inc.
Accurate Wealth Management vs. the S&P 500
Hypothetical returns from Accurate Wealth Management's disclosed trades, not real profit or advice. How we model this.
What Changed in Accurate Wealth Management's Advanced Micro Devices, Inc. Position
The fund expanded its stake in the semiconductor developer by 18.1%, lifting its total share count from 13,586 shares up to 16,040 shares. The reported value of the position reached $9,696,173 at the time of the filing.
Other Institutional Activity in Advanced Micro Devices, Inc.
Sumitomo Mitsui DS Asset Management Company grew its holdings by 6,793 shares, ending with 272,294 shares worth about $166,578,577.
Advanced Micro Devices, Inc. Stock Up 1.1%
Advanced Micro Devices, Inc. shares recently traded around $534.60 as of October 21, 2026, sitting close to the $534.74 close price recorded on the filing date. The stock trades 35.0% above its 200-day moving average of $395.87 while resting 18.8% below its 52-week high of $658.52.
Recent Earnings
Advanced Micro Devices, Inc. posted trailing twelve-month revenue of $41,305,019,844 alongside earnings of $3.92 per share. The company reports a return on equity of 10.2% and a net profit margin of 15.6%. Its next earnings report is scheduled for November 3, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
21 analysts raised price targets.
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EPS & revenue
EPS beat estimates by 4.8%. Revenue beat estimates by 2.6%.
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Profit surprise
EBITDA missed by 4 percent. Operating income missed by 32 percent.
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Pre-earnings setup
Expectations were about average.
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Analyst signal
3 upgrades, 2 downgrades, 21 target raises.
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Earnings quality
Gross margin up 2.6 points. Operating margin up 3.6 points. Positive free cash flow.
Earnings Call Summary
AMD reported outstanding first quarter results with $10.3 billion in revenue, up 38 percent year over year. Data center revenue surged 57 percent driven by strong demand for EPYC server CPUs and Instinct GPUs. Management emphasized that Agentic AI and inference workloads are driving substantially higher CPU demand than expected, requiring more compute than prior models. Free cash flow nearly tripled to $2.6 billion, and operating margin expanded to 25 percent, showing strong operational leverage as the business scales into AI infrastructure.
Guidance AMD guided next quarter revenue to about $11.2 billion, up 46 percent year over year. Management raised full year data center CPU growth forecast to over 70 percent, driven by strong Agentic AI demand. They also raised the long-term server CPU market size forecast to over $120 billion by 2030, from $60 billion announced in November.
Slightly positive report. The quarter was acceptable, but the forward setup is not strong.
Insider Buying and Selling at Advanced Micro Devices, Inc.
Company insiders completed several stock sales prior to the filing. Chief Financial Officer Jean X Hu sold 15,000 shares on August 25, 2026, for a total value of $7,111,160. Chief Executive Officer Lisa T Su sold 95,000 shares on September 10, 2026, valued at $48,145,666. Officer Forrest Eugene Norrod sold 17,261 shares on September 15, 2026, for $8,683,156, and later sold another 17,262 shares on October 15, 2026, worth $9,333,585.
Analysts Set New Price Targets
Wall Street research firms updated their views on the stock ahead of the filing. On September 29, 2026, StoneX reiterated a buy rating with a target of $685.00. Stifel maintained a buy rating on October 5, 2026, raising its target to $700.00 from $635.00. Citigroup maintained a buy rating on October 6, 2026, lifting its target to $800.00 from $575.00. Mizuho maintained an outperform rating on October 6, 2026, raising its target to $705.00 from $580.00. Wedbush reiterated an outperform rating with a $600.00 target on October 20, 2026. The stock holds a consensus strong buy rating from 51 analysts with a mean price target of $627.65.
About Advanced Micro Devices, Inc.
Advanced Micro Devices, Inc. operates as a semiconductor company internationally through its Data Center, Client and Gaming, and Embedded segments, designing high-performance processors and graphics chips.
Bottom Line
Investors will watch the upcoming earnings release on November 3, 2026, for further updates on financial performance and segment growth.
Related Filing Alerts
Source: Accurate Wealth Management's 13F filing on $AMD (Oct 20, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts