Ardsley Advisory Partners’s Applied Materials AMAT Stock Holding History

Ardsley Advisory Partners’s Portfolio AMAT Stock Details AMAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-25,000	Closed	-$8.54M	–	150
2026 Q1	$8.54M	Buy	+25,000	New	+$8.41M	1.09%	26
2022 Q1	–	Sell	-9,000	Closed	-$1.42M	–	129
2021 Q4	$1.42M	Buy	+9,000	New	+$1.3M	0.27%	59
2021 Q2	–	Sell	-6,000	Closed	-$803K	–	137
2021 Q1	$803K	Buy	+6,000	New	+$662K	0.1%	89
2020 Q3	–	Sell	-11,000	Closed	-$665K	–	146
2020 Q2	$665K	Buy	+11,000	New	+$593K	0.14%	72
2019 Q3	–	Sell	-5,000	Closed	-$225K	–	136
2019 Q2	$225K	Buy	+5,000	New	+$211K	0.04%	128
2018 Q3	–	Sell	-10,000	Closed	-$462K	–	153
2018 Q2	$462K	Buy	+10,000	New	+$515K	0.07%	114
2017 Q4	–	Sell	-15,000	Closed	-$781K	–	139
2017 Q3	$781K	Buy	+15,000	New	+$678K	0.1%	79
2017 Q2	–	Sell	-13,500	Closed	-$525K	–	136
2017 Q1	$525K	Buy	+13,500	New	+$485K	0.08%	97
2016 Q3	–	Sell	-27,500	Closed	-$659K	–	159
2016 Q2	$659K	Buy	+27,500	New	+$607K	0.11%	79
2015 Q2	–	Sell	-304,000	Closed	-$6.86M	–	166
2015 Q1	$6.86M	Buy	+304,000	New	+$7.28M	0.95%	40
2014 Q3	–	Sell	-15,000	Closed	-$338K	–	190
2014 Q2	$338K	Buy	+15,000	New	+$306K	0.04%	195

Other funds holding AMAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Ardsley Advisory Partners's AMAT Position: Q2 2026 in Review

Ardsley Advisory Partners sold out of Applied Materials (AMAT) in Q2 2026, closing a stake of 25,000 shares — an estimated $8.54M sold.

Ardsley Advisory Partners first reported a position in AMAT in Q2 2014 and held it in 11 quarters. The position peaked at $8.54M in Q1 2026. 3,504 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Ardsley Advisory Partners reported no remaining Applied Materials position as of Q2 2026 after selling out during the quarter.
Ardsley Advisory Partners sold 25,000 Applied Materials shares in Q2 2026, an estimated $8.54M.
Ardsley Advisory Partners first reported a position in Applied Materials in Q2 2014 and held it in 11 quarters.
Ardsley Advisory Partners's Applied Materials position peaked at $8.54M in Q1 2026.
3,504 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Ardsley Advisory Partners's 13F filing for Q2 2026, filed 13 Jul 2026.