Anchyra Partners’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
$2.62M Buy
3,625
+248
+7% +$114K 0.63% 30
2026
Q1
$1.15M Buy
3,377
+110
+3% +$37K 0.35% 57
2025
Q4
$840K Buy
+3,267
New +$783K 0.26% 83

Other funds holding AMAT

Anchyra Partners's AMAT Position: Q2 2026 in Review

Anchyra Partners increased its Applied Materials (AMAT) stake by 7.3% in Q2 2026, buying an estimated $114K and bringing the position to 3,625 shares worth $2.62M. The position accounts for 0.63% of the portfolio, ranked #30.

Anchyra Partners first reported a position in AMAT in Q4 2025 and has held it in 3 quarters since. 2,230 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Anchyra Partners held 3,625 shares of Applied Materials worth $2.62M as of Q2 2026.
  • Anchyra Partners bought 248 Applied Materials shares in Q2 2026, an estimated $114K.
  • Applied Materials made up 0.63% of Anchyra Partners's portfolio in Q2 2026, its #30 holding.
  • Anchyra Partners first reported a position in Applied Materials in Q4 2025 and has held it in 3 quarters since.
  • 2,230 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Anchyra Partners's 13F filing for Q2 2026, filed 23 Jul 2026.