55 North Private Wealth’s Applied Materials AMAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$928K Buy
1,283
+146
+13% +$67.4K 0.18% 63
2026
Q1
$389K Buy
1,137
+122
+12% +$41K 0.1% 104
2025
Q4
$261K Buy
+1,015
New +$243K 0.07% 145

Other funds holding AMAT

55 North Private Wealth's AMAT Position: Q2 2026 in Review

55 North Private Wealth increased its Applied Materials (AMAT) stake by 13% in Q2 2026, buying an estimated $67.4K and bringing the position to 1,283 shares worth $928K. The position accounts for 0.18% of the portfolio, ranked #63.

55 North Private Wealth first reported a position in AMAT in Q4 2025 and has held it in 3 quarters since. 3,479 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • 55 North Private Wealth held 1,283 shares of Applied Materials worth $928K as of Q2 2026.
  • 55 North Private Wealth bought 146 Applied Materials shares in Q2 2026, an estimated $67.4K.
  • Applied Materials made up 0.18% of 55 North Private Wealth's portfolio in Q2 2026, its #63 holding.
  • 55 North Private Wealth first reported a position in Applied Materials in Q4 2025 and has held it in 3 quarters since.
  • 3,479 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.