Benchstone Capital Management’s Applied Materials AMAT Stock Holding History
Bought
Maintained
Sold
Other funds holding AMAT
Benchstone Capital Management's AMAT Position: Q2 2026 in Review
Benchstone Capital Management reduced its Applied Materials (AMAT) stake by 76% in Q2 2026, selling an estimated $30.2M and leaving 21,149 shares worth $15.3M. The position accounts for 1.85% of the portfolio, ranked #27.
Benchstone Capital Management first reported a position in AMAT in Q3 2025 and has held it in 4 quarters since. The position peaked at $29.6M in Q1 2026. 3,510 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.
- Benchstone Capital Management held 21,149 shares of Applied Materials worth $15.3M as of Q2 2026.
- Benchstone Capital Management sold 65,379 Applied Materials shares in Q2 2026, an estimated $30.2M.
- Applied Materials made up 1.85% of Benchstone Capital Management's portfolio in Q2 2026, its #27 holding.
- Benchstone Capital Management first reported a position in Applied Materials in Q3 2025 and has held it in 4 quarters since.
- Benchstone Capital Management's Applied Materials position peaked at $29.6M in Q1 2026.
- 3,510 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.
Based on Benchstone Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.