Diversified 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
$2.08M Sell
2,875
-1,963
-41% -$906K 0.44% 38
2026
Q1
$1.65M Buy
4,838
+1,963
+68% +$660K 0.28% 83
2025
Q4
$739K Buy
+2,875
New +$689K 0.17% 76

Other funds holding AMAT

Diversified Management's AMAT Position: Q2 2026 in Review

Diversified Management reduced its Applied Materials (AMAT) stake by 41% in Q2 2026, selling an estimated $906K and leaving 2,875 shares worth $2.08M. The position accounts for 0.44% of the portfolio, ranked #38.

Diversified Management first reported a position in AMAT in Q4 2025 and has held it in 3 quarters since. 3,481 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Diversified Management held 2,875 shares of Applied Materials worth $2.08M as of Q2 2026.
  • Diversified Management sold 1,963 Applied Materials shares in Q2 2026, an estimated $906K.
  • Applied Materials made up 0.44% of Diversified Management's portfolio in Q2 2026, its #38 holding.
  • Diversified Management first reported a position in Applied Materials in Q4 2025 and has held it in 3 quarters since.
  • 3,481 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Diversified Management's 13F filing for Q2 2026, filed 10 Jul 2026.