BCV Asset Management’s Applied Materials AMAT Stock Holding History
Bought
Maintained
Sold
Other funds holding AMAT
BCV Asset Management's AMAT Position: Q2 2026 in Review
BCV Asset Management reduced its Applied Materials (AMAT) stake by 25% in Q2 2026, selling an estimated $24.8M and leaving 161,516 shares worth $112M. The position accounts for 3.4% of the portfolio, ranked #7.
BCV Asset Management first reported a position in AMAT in Q4 2025 and has held it in 3 quarters since. The position peaked at $124M in Q4 2025. 3,487 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.
- BCV Asset Management held 161,516 shares of Applied Materials worth $112M as of Q2 2026.
- BCV Asset Management sold 53,673 Applied Materials shares in Q2 2026, an estimated $24.8M.
- Applied Materials made up 3.4% of BCV Asset Management's portfolio in Q2 2026, its #7 holding.
- BCV Asset Management first reported a position in Applied Materials in Q4 2025 and has held it in 3 quarters since.
- BCV Asset Management's Applied Materials position peaked at $124M in Q4 2025.
- 3,487 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.
Based on BCV Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.