Axecap Investments’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
$6.37M Buy
8,813
+3,241
+58% +$1.5M 3.52% 6
2026
Q1
$1.9M Buy
+5,572
New +$1.87M 1.31% 29

Other funds holding AMAT

Axecap Investments's AMAT Position: Q2 2026 in Review

Axecap Investments increased its Applied Materials (AMAT) stake by 58% in Q2 2026, buying an estimated $1.5M and bringing the position to 8,813 shares worth $6.37M. The position accounts for 3.52% of the portfolio, ranked #6.

Axecap Investments first reported a position in AMAT in Q1 2026 and has held it in 2 quarters since. 3,499 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Axecap Investments held 8,813 shares of Applied Materials worth $6.37M as of Q2 2026.
  • Axecap Investments bought 3,241 Applied Materials shares in Q2 2026, an estimated $1.5M.
  • Applied Materials made up 3.52% of Axecap Investments's portfolio in Q2 2026, its #6 holding.
  • Axecap Investments first reported a position in Applied Materials in Q1 2026 and has held it in 2 quarters since.
  • 3,499 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Axecap Investments's 13F filing for Q2 2026, filed 10 Aug 2026.