Bosun Asset Management’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
$289K Buy
+400
New +$185K 0.15% 61
2023
Q3
– Sell
-500
Closed -$72.3K – 96
2023
Q2
$72.3K Buy
+500
New +$62.6K 0.07% 158

Other funds holding AMAT

Bosun Asset Management's AMAT Position: Q2 2026 in Review

Bosun Asset Management opened a new position in Applied Materials (AMAT) in Q2 2026: 400 shares worth $289K. The stake represents 0.15% of the portfolio and ranks #61 among its holdings. This is a return to the name: Bosun Asset Management previously reported a position in AMAT as recently as Q2 2023.

Bosun Asset Management first reported a position in AMAT in Q2 2023 and has held it in 2 quarters since. 3,517 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Bosun Asset Management held 400 shares of Applied Materials worth $289K as of Q2 2026.
  • Applied Materials was a new Bosun Asset Management position in Q2 2026.
  • Applied Materials made up 0.15% of Bosun Asset Management's portfolio in Q2 2026, its #61 holding.
  • Bosun Asset Management first reported a position in Applied Materials in Q2 2023 and has held it in 2 quarters since.
  • 3,517 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Bosun Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.