Contour Asset Management’s Applied Materials AMAT Stock Holding History

Contour Asset Management’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	–	Sell	-141,341	Closed	-$48.3M	–	29
2026 Q1	$48.3M	Buy	+141,341	New	+$47.5M	1.57%	24
2019 Q1	–	Sell	-644,089	Closed	-$21.1M	–	32
2018 Q4	$21.1M	Buy	+644,089	New	+$22.1M	1.91%	23

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

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

Contour Asset Management sold out of Applied Materials (AMAT) in Q2 2026, closing a stake of 141,341 shares — an estimated $48.3M sold.

Contour Asset Management first reported a position in AMAT in Q4 2018 and held it in 2 quarters. The position peaked at $48.3M in Q1 2026. 3,498 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Contour Asset Management reported no remaining Applied Materials position as of Q2 2026 after selling out during the quarter.
Contour Asset Management sold 141,341 Applied Materials shares in Q2 2026, an estimated $48.3M.
Contour Asset Management first reported a position in Applied Materials in Q4 2018 and held it in 2 quarters.
Contour Asset Management's Applied Materials position peaked at $48.3M in Q1 2026.
3,498 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Contour Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.