Bridgefront Capital’s Applied Materials AMAT Stock Holding History

Bridgefront Capital’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	$447K	Sell	618 -6,612	-91%	-$3.05M	0.12%	282
2026 Q1	$2.47M	Buy	+7,230	New	+$2.43M	0.61%	24
2025 Q2	–	Sell	-7,435	Closed	-$1.08M	–	593
2025 Q1	$1.08M	Buy	7,435 +3,638	+96%	+$612K	0.31%	72
2024 Q4	$618K	Buy	+3,797	New	+$688K	0.21%	152
2024 Q3	–	Sell	-1,183	Closed	-$279K	–	518
2024 Q2	$279K	Sell	1,183 -1,535	-56%	-$330K	0.12%	313
2024 Q1	$561K	Buy	+2,718	New	+$499K	0.43%	58
2023 Q4	–	Sell	-4,429	Closed	-$613K	–	360
2023 Q3	$613K	Buy	+4,429	New	+$635K	0.43%	48
2023 Q2	–	Sell	-4,399	Closed	-$540K	–	442
2023 Q1	$540K	Buy	+4,399	New	+$505K	0.33%	84
2021 Q2	–	Sell	-11,699	Closed	-$1.56M	–	591
2021 Q1	$1.56M	Buy	+11,699	New	+$1.29M	0.49%	16

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

Bridgefront Capital's AMAT Position: Q2 2026 in Review

Bridgefront Capital reduced its Applied Materials (AMAT) stake by 91% in Q2 2026, selling an estimated $3.05M and leaving 618 shares worth $447K. The position accounts for 0.12% of the portfolio, ranked #282.

Bridgefront Capital first reported a position in AMAT in Q1 2021 and has held it in 9 quarters since. The position peaked at $2.47M in Q1 2026. 3,498 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Bridgefront Capital held 618 shares of Applied Materials worth $447K as of Q2 2026.
Bridgefront Capital sold 6,612 Applied Materials shares in Q2 2026, an estimated $3.05M.
Applied Materials made up 0.12% of Bridgefront Capital's portfolio in Q2 2026, its #282 holding.
Bridgefront Capital first reported a position in Applied Materials in Q1 2021 and has held it in 9 quarters since.
Bridgefront Capital's Applied Materials position peaked at $2.47M in Q1 2026.
3,498 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Bridgefront Capital's 13F filing for Q2 2026, filed 14 Aug 2026.