Broyhill Asset Management’s Applied Materials AMAT Stock Holding History
Bought
Maintained
Sold
Other funds holding AMAT
Broyhill Asset Management's AMAT Position: Q2 2026 in Review
Broyhill Asset Management reduced its Applied Materials (AMAT) stake by 38% in Q2 2026, selling an estimated $245K and leaving 860 shares worth $622K. The position accounts for 0.55% of the portfolio, ranked #39.
Broyhill Asset Management first reported a position in AMAT in Q4 2024 and has held it in 7 quarters since. 3,499 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.
- Broyhill Asset Management held 860 shares of Applied Materials worth $622K as of Q2 2026.
- Broyhill Asset Management sold 530 Applied Materials shares in Q2 2026, an estimated $245K.
- Applied Materials made up 0.55% of Broyhill Asset Management's portfolio in Q2 2026, its #39 holding.
- Broyhill Asset Management first reported a position in Applied Materials in Q4 2024 and has held it in 7 quarters since.
- 3,499 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.
Based on Broyhill Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.