Analog Century Management’s Applied Materials AMAT Stock Holding History
Bought
Maintained
Sold
Other funds holding AMAT
Analog Century Management's AMAT Position: Q2 2026 in Review
Analog Century Management reduced its Applied Materials (AMAT) stake by 21% in Q2 2026, selling an estimated $27.4M and leaving 219,615 shares worth $159M. The position accounts for 5.81% of the portfolio, ranked #1.
Analog Century Management first reported a position in AMAT in Q4 2020 and has held it in 22 quarters since. 3,509 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.
- Analog Century Management held 219,615 shares of Applied Materials worth $159M as of Q2 2026.
- Analog Century Management sold 59,379 Applied Materials shares in Q2 2026, an estimated $27.4M.
- Applied Materials made up 5.81% of Analog Century Management's portfolio in Q2 2026, its #1 holding.
- Analog Century Management first reported a position in Applied Materials in Q4 2020 and has held it in 22 quarters since.
- 3,509 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.
Based on Analog Century Management's 13F filing for Q2 2026, filed 14 Aug 2026.